Accounts Receivable Specialist

Position Overview

We are seeking a reliable and detail-oriented Accounts Receivable (AR) Specialist to join our finance team. This is a focused, specialized role responsible solely for day-to-day accounts receivable operations, including cash application, invoicing, payment reconciliation and resolving AR discrepancies.

This position is suited for someone who excels in structured work, values consistency, and takes pride in accuracy and efficiency, ideal for someone who wants to maintain a strong routine within their area of expertise, values stability and contributing to the long-term success of our team.

Essential Functions

• Apply all incoming payments (lockbox, ACH, checks, etc.) accurately and timely
• Research and resolve unapplied or misapplied cash, short payments, and discrepancies
• Process customer refunds in accordance with company procedures
• Generate premium invoices for insurance-related billing
• Conduct account reconciliations to maintain accuracy of receivables
• Provide AR-related support to internal departments (underwriting and account services)
• Respond to customer inquiries related to billing and account status in a professional and timely manner
• Maintain detailed and organized records in compliance with company and audit standards
• Handle ad-hoc tasks and requests as needed

Job Requirements

Required:

• High School Diploma
• Minimum of 3 years of experience in an accounts receivable-focused position

Preferred:

• Associate's degree preferred (a degree in Accounting, Finance, or a related discipline is a plus)

• Familiarity with insurance industry operations or premium billing is a plus

Competencies

• Solid understanding of AR processes
• Strong attention to detail and high level of accuracy
• Proficiency in Microsoft Excel and financial/accounting software
• Comfortable working in a structured environment with repetitive tasks
• Professional communication skills-verbal and written
• Capable of working independently as well as collaboratively in team environments
• Consistent, reliable, and organized with a focus on efficiency

Work Environment and Physical Demands

• Inside climate-controlled office building
• Prolonged sitting and using a PC