Job Summary:

Growing and reputable insurance carrier is seeking an Accounts Receivable Manager/Manager of Billing & Collections to join their finance team. 

RESPONSIBILITIES:

Manage the Accounts Receivable and Collections Process

• Cash Application.  Ensure accurate recording and application of customer payments.
• Manage the AR Email Workflow.  Ensure timely handling of emailed communications.
• Account Reconciliation.  Perform customer account reconciliations, resolving any discrepancies.
• Customer Bankruptcy.  Ensure write-off of customer balances and prepare proof of claim documents in the event of bankruptcy.

Leadership and Supervision

• Provide leadership, guidance, and support to the AR team.
• Ensure AR team members are properly trained and have skills needed to perform their roles effectively.
• Review and approve customer account credit and debit sheets as well as disbursement requests.

Answer Customer Questions and Resolve Customer Disputes

• Communicate with customers as necessary to resolve billing or payment issues.
• Collaborate with other teams to resolve billing disputes and complaints.
• Investigate and resolving collection disputes and negotiate payment plans.
• Research and reconcile unposted cash receipts.

REQUIREMENTS:

• 5+ years of experience in accounts receivable and collections, with 3+ plus years in a managerial role.
• Excellent communication and negotiation skills.
• Strong Excel skills.
• Analytical and problem-solving skills with attention to detail and the ability to work in a fast-pace, deadline-driven environment.
• Insurance experience a plus but not required.

COMPENSATION:

Salary: $32 to $37/hr ($66,560-$76,960)  Depending on experience 
Excellent benefits including:

• Health, Dental, Eye, and Life Insurance
• Optional Supplemental Life Insurance
• Optional Disability Insurance
• 401K Program with Generous Employer Match
• Paid Time Off (Accrued per Pay Period)

#LI-ET1

Accounting Manager

Job Description

We are a prominent insurance agency with multiple offices in Virginia, offering a broad range of insurance products and services tailored to meet the unique needs of our clients. Our team of skilled professionals is committed to delivering exceptional customer service and helping clients find optimal insurance solutions.

We are currently seeking an experienced and detail-oriented Accounting Manager to join our team. In this role, you will work closely with the Accounting Director and team to ensure efficient operations in areas such as auditing, compliance, agency billing, accounts payable (AP), and accounts receivable (AR). The ideal candidate will be highly organized, able to multitask effectively, and possess a solid understanding of accounting and bookkeeping principles.

Candidate must understand general ledger, journal entries, reconciliation on bank accounts, payroll, P&Ls, etc. Insurance agency accounting is a preferred.

Responsibilities:

• Assist the Accounting Director with daily tasks, including data entry, reconciliations, and financial reporting.
• Cross-train in various accounting functions within the department.
• Assist with commission downloads and payments.
• Conduct audits and ensure compliance with financial regulations and industry standards.
• Support the management of accounts payable and receivable processes.
• Prepare and process invoices and payments.
• Perform regular checks to ensure accuracy and consistency of account records.
• Process payroll using ADP.
• Aid the Accounting Director in preparing financial statements, budgets, and tax filings.
• Stay updated on relevant industry laws and regulations.
• Communicate with insurance carriers to resolve any discrepancies or issues.
• Provide support in overseeing the accounting team.

Benefits:

• Competitive Salary: $65,000-$90,000
• 401K ER matching
• Medical, Dental, Vision, Voluntary, and ER Paid benefits offered
• Paid Time Off

Schedule:

• Monday to Friday 8:30-5
• Hybrid 3 days in/2 days remote

#LI-SW1

#LI-ET1

Job Summary:

Responsible for various accounting tasks, such as invoice processing, vendor communication, and payment processing. 

• Software: MUST have solid Concur experience

Job Responsibilities:

Concur Expense, Invoice and Travel System:

• System Configuration: Configuring and maintaining the Concur system to meet specific needs of Company, including expense categories, travel policies and approval workflows

• User Management: Managing user accounts, setting up access permissions and providing training and support to users

• Expense Report Management: Overseeing the submission, review and approval of expense reports, ensuring that they comply with company policies and are processed in a timely manner

• Invoice Processing: Overseeing the accuracy of A/P Data capture and Vendor payment, coding and entering appropriate GL accounts and submission for approval

• Data Management: Assist in maintaining accurate and up-to-date data within the Concur system, including vendor information, employee profiles and expense data

Sapiens Pro Financial AP System:

• Process insured refunds including verifying approval, coding and accuracy

• Print and mail checks

Other responsibilities:

• Collect W-9 for new vendors and build and maintain vendor files

• Collect and verify vendor ACH/Wire information

• Research and resolve Accounts Payable issues with vendors and customers

• File and scan related Accounts Payable documentation into Imaging system

• Responsible for uncashed checks (Unclaimed Property/Escheat function)

• Generate and mail insured Account Receivable invoices

• Review Accounts Receivable aging report to identify insured refunds and service fee write-offs

• Assist in preparing and filing 1099’s at year end

• Assist with insured billing and account inquiries

• Special projects as assigned

Education & Experience:

• Bachelor’s Degree (Accounting or Finance preferred) or equivalent work experience

• Minimum 2+ years of experience in accounts payable.

• Previous experience with Concur software required.

Required Aptitudes and Skills:

• Computer literate, including Word, Excel and Oasis system.

• Demonstrated experience with computer based accounting systems

• Outstanding organizational skills, analytical skills, time management and prioritization abilities.

• Demonstrated dedication with the ability to lead projects from origin through execution.

• Basic understanding of Insurance Industry accounting and terminology

• Ability to learn and should be able to thrive in a high growth, dynamic environment.

• Effective interpersonal skills, both oral and written.

Hiring Range: $55K - $70K
Hybrid; in-office  Tu/Th each week and remote other days

Benefits:

· 100% for employee (buy-up option for PPO plans), 50% for dependents (vision at 100%)

· Medical, dental, vision, life insurance, and disability insurance

#LI-ET1