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Brown & Brown · 2 weeks ago

Accounts Receivable Team Lead

Atlanta, GA

Full-time

Onsite

Senior Level

5+ years exp

Brown & Brown is a company that values meritocracy and rewards self-starters dedicated to customer service. They are seeking an Accounts Receivable Team Lead to manage the Collections and Receivables team, overseeing daily operations and ensuring high service quality.

Insurance

Responsibilities

Responsible for department operational results by contributing to strategic plans, identifying areas of improvement, and guiding achievement of measurable service standards

Oversee all aspects of cash postings and collections process including researching and contacting producer-agents regarding discrepancies

Manage direct bill cash, processing & discrepancies

Maintains the aged AR balance to the minimum

Maintain accounting ledgers by posting monthly account transactions

Update receivables by coordinating and monitoring daily cash receipts and bank remittance transactions

Optimize receivable process and maintain updated SOPs with current process

Assist in document compilation during audits

Assist in hiring, training, and retaining skilled accounting staff

Train and develop teammates on new systems and procedures. Ensure team adheres to internal accounting controls, and office protocols

Be cross trained in AR functions to support the team and provide coverage for absence (covering vacations, illness, or any other absences)

Manage team schedule and timecards

Conduct annual performance reviews, quarterly check-in meetings, monthly team meetings and ad-hoc training

Provide directions and respond to specific questions. Often responsible for overseeing or taking over complex cases and escalations

Answer questions from agents regarding balances and other inquiries. Handle complex accounts and all A/R escalations for resolution

Correspond with brokers via phone and email to respond to complex questions, investigate and resolve issues, and follow up on outstanding items. Ensure all correspondence and requests are documented and attached to the appropriate file in the appropriate systems

Other duties as assigned

Review trust bank account reconciliations at month end and review all checks outstanding

Assist on intercompany balance tracking & reconciliation and assist on general ledger reconciliations

Complete critical elements required for month end close not limited to providing monthly accounts receivable aging information, identifying variances and discrepancies, forecasting policies that will be aged more than 59 days by month end, implementing corrective actions and balancing the receivables

Other duties as assigned