Apply on Employer Site

Vouch Insurance · 2 days ago

Accounts Receivable Specialist

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Vouch Insurance is a tech-enabled insurance advisory and brokerage focused on supporting growing companies in technology, life sciences, and professional services. The Accounts Receivable Specialist will play a critical role in shaping and scaling the Accounts Receivable and Billing processes, directly impacting client experience and operational efficiency.

FinanceFinancial ServicesInsuranceInsurTech

Growth Opportunities

Responsibilities

Drive billing operations and client invoice processing

Track accounts receivable and open balances to support timely collections

Investigate and resolve invoice and payment discrepancies

Assist with client refunds by addressing client inquiries, partnering with internal teams, and coordinating as needed with external accounting system support

Contact clients regarding failed payments and overdue invoices

Monitor and review aging reports from carriers/wholesalers to identify outstanding receivables, analyze root causes, and follow up to ensure prompt payment

Facilitate client communications related to Direct Bill notices of cancellation received from carriers

Collaborate with cross-functional teams to address and resolve client billing needs

Support reconciling account transactions

Identify and drive additional value through follow-up opportunities for the broker team, while supporting process improvements within the brokerage

Assist in documenting and refining day-to-day processes to improve operational efficiency

Qualification

Accounts ReceivableBillingMicrosoft ExcelAnalytical skillsProcess improvementClient-facing supportFinancial automationZendeskCommunication skillsAttention to detail

Required

2+ years of experience in Accounts Receivable, Billing, or Accounting

Technically proficient with Microsoft Excel required

Highly organized, process-driven, and results-oriented

Ability to work independently while managing tasks and meeting deadlines efficiently

Strong analytical skills and attention to detail

Excellent verbal and written communication skills

Strong willingness to learn and adapt in a dynamic environment

Preferred

1+ years of experience in a client-facing support role

Bachelor's degree in Accounting, Finance, Business, or a related field

Experience in insurance, operations, or regulated industries (insurance, fintech, financial services, etc.)

Exposure to and passion for early-stage startups and/or high growth environments

Background in process improvement or financial automation initiatives

Experience with Zendesk or similar support platforms

Benefits

💰 Competitive compensation and equity packages

⚕️ Health, dental, and vision insurance

🍼 Parental leave

🌴 Flexible vacation time

🪷 Wellness allowance

🛜 Technology allowance

📚 Company-sponsored personal and professional development

🏫 L&D: Partnerships with Ethena and monthly Lunch & Learns

🧘 Wellbeing: access to many wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+, etc.

🤗 Caregiver Support: company seed into the dependent care FSA and company sponsored Care.com membership.

📊 Regular performance reviews: Vouch conducts regular performance discussions with all team members, offering goal setting and check-ins, development discussions, and promotion opportunities.