USLI · 1 month ago
Accounts Receivable Analyst
USLI is committed to fostering a vibrant and inclusive community, and they are seeking an Accounts Receivable Analyst to ensure timely and accurate payment postings from customers. The role involves collaborating with the Accounts Receivable team to maintain financial accuracy and uphold customer service quality standards through consistent communication.
Financial ServicesInsurance
Responsibilities
Post and reconcile payments: Accurately post daily cash payments to individual policies and ensure bordereaux details balance with check totals
Process intercompany and broker payments: Issue intercompany computer checks and broker checks, and create commissions and invoice direct collection items accordingly
Resolve payment discrepancies: Contact customers regarding invoice corrections or past due payments, coordinate with premium data entry technicians for corrections, set up direct collections upon receiving written notification, and implement the 1-2-3 collection method as needed
Respond to inquiries: Address voicemail and email messages on the same day received, providing resolution timelines when necessary
Maintain financial reporting: Submit monthly customer payment lists and monthly contact signoffs to the Accounts Receivable leader
Involvement in annual and quarterly state filings: Complete required forms by state and by insurance company and file online through various state portals
Qualification
Required
Bachelor's degree or equivalent work experience
Basic math skills and financial acumen
Availability for weekend or evening overtime during the first quarter
Strong organizational skills and accuracy in financial reporting
Ability to work effectively in a team-oriented environment and provide excellent customer service
Excellent written and verbal communication skills
Basic knowledge of QuickBooks and Microsoft Excel, Word and Outlook
Ability to identify and resolve payment discrepancies efficiently
Benefits
401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
On-site gym
Paid sick time
Professional development assistance
Profit sharing
Vision insurance
Company
USLI
We aspire to be the very best insurance company at underwriting insurance products for our customers.
Funding
Current Stage
Late StageTotal Funding
unknown2000-04-27Acquired
Leadership Team
Recent News
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