What are the responsibilities and job description for the Accounts Receivable Analyst position at XPT Specialty?
XPT Specialty is a premier specialty insurance Wholesale Broker, Managing General Agent (MGA), and Managing General Underwriter (MGU) with a widespread nationwide presence. Through a wealth of experience and exceptional service, we capitalize on our extensive network of distributors and carriers to meet the needs of retail insurance agents across the country.
We are seeking a qualified individual to fill the Accounts Receivable Analyst role. The Accounts Receivable Analyst will be responsible for various functions that support our growing finance team, including accounts receivable, accounts/billing reconciliation, and more.
The successful candidate should be able to work independently with minimal supervision, demonstrate strong organizational skills, and be deadline oriented. Due to the demands of this position, the Accounts Receivable Analyst should be able to prioritize their workload to meet fluctuating business needs.
This position includes but is not limited to the following responsibilities:
- Monitor aged receivables and assist with the collection of past-due items
- Manage incoming and outgoing payment inquiries professionally with customers and company partners, both verbally and electronically
- Review and process cancellation and return premium refunds
- Analyze accounts monthly
- Perform data entry and research across multiple company business software programs
- Prepare, post, verify, and record customer payments and transactions related to accounts receivable
- Provide cross-department support and backup as needed
- Perform other related duties as assigned
Following is a list of requirements for the ideal Accounts Receivable Analyst:
- Reliable and extremely trustworthy
- Knowledge and understanding of proper accounting treatment for accounts receivable transactions and activities
- High volume collections experience
- Excellent math and data analysis skills; comfortable interpreting and manipulating report data
- Demonstrate ownership, problem-solving, and analytical skills, combined with impeccable integrity
- Willing to support others in the Finance Department as needed
- Proficient in Microsoft Office Suite
- Able to learn accounting software systems
- Exceptional ability to multitask and shift between projects seamlessly
- Excellent organizational skills and attention to detail
- Able to maintain confidential and meticulous records
Benefits:
- Compensation includes a competitive salary and bonus options
- Employer paid benefits package including Medical, Dental, Vision, Life, Disability, and Employee Assistance Program
- Paid Parental Leave
- Generous Paid Time Off (PTO)
- FSA & HSA medical savings plan
- 401(k) with a matching contribution by the company
If you're looking for a challenging and rewarding position where your efforts directly contribute to the team's overall success, we welcome and encourage you to apply!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.