Alliant Insurance Services · 1 week ago
Accounts Receivable Specialist (Hybrid)
San Diego, CA
Full-time
Hybrid
Entry, Mid Level
2+ years expAlliant Insurance Services is one of the 10 largest insurance brokerage firms in the U.S., dedicated to creating employee benefits solutions. The Accounts Receivable Specialist is responsible for managing customer payments, processing checks, and resolving payment discrepancies while ensuring accurate financial reporting.
ConsultingFinancial ServicesInsurance
Responsibilities
Processes checks payable to the company's trust and operating accounts
Deposits checks and posts to appropriate customer accounts or general ledger accounts
Deposits direct bill cash receipts, based on the accompanying statements, and posts commissions to the direct bill cash receipts screen
Research all commissions received without a policy number to determine which Producer should receive the commission
Follows up with insurance companies related to unpaid commissions or other accounting problems that arise within the scope of the position
Handles all requests for account corrections and/or transfers
Prepares and distributes daily Cash Receipts to Producers
Prepares month-end reconciliations and reports
Notifies Account Managers of all NSF checks and stop payments
Other duties as assigned
Qualification
Required
High School diploma or equivalent combination of education and experience
Two (2) or more years of accounts receivable experience
Excellent verbal and written communication skills
Ability to organize and prioritize workload
Basic knowledge of accounting terms
Ability to file and operate general office equipment
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office products
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
Morningstar.com
2025-12-24
Company data provided by crunchbase