Financial Receivables Coordinator

2 months ago

San Diego, California, United States Transition Staffing Group Full time
Position Overview

Transition Staffing Group is collaborating with a prominent insurance services organization that boasts a legacy spanning over 90 years. With an impressive annual revenue exceeding $4 billion, this expanding accounting division is in search of a Financial Receivables Coordinator eager to contribute significantly. The ideal candidate will possess a minimum of two years of experience in Accounts Receivable, demonstrate a collaborative spirit, and exhibit outstanding communication abilities. This role offers a remarkable workplace culture and ample opportunities for professional growth.

Key Responsibilities:
  • Process direct bill cash receipts, ensuring accurate posting of commissions to the corresponding cash receipts screen.
  • Manage checks payable to the organization’s trust and operational accounts.
  • Deposit checks and accurately allocate them to the respective customer accounts or general ledger.
  • Oversee the receipt, posting, and depositing of customer payments, including direct bill commissions and resolving payment discrepancies.
  • Investigate all commissions received without a policy number to identify the appropriate Producer for commission allocation.
  • Engage with vendors and companies regarding outstanding commissions or other accounting issues that may arise.
  • Address all requests for account adjustments and/or transfers.
  • Compile and distribute daily cash receipts reports to Producers.
  • Prepare month-end reconciliations and financial reports.
  • Inform Account Managers of all checks and stop payments.
Qualifications:
  • A minimum of two years of comprehensive Corporate Accounts Receivable experience or a Bachelor’s degree in Accounting.
  • Proficiency in Microsoft Office applications; familiarity with VLOOKUP and PivotTables is advantageous.
  • Excellent verbal and written communication skills.
  • Strong customer service orientation.
  • Ability to effectively organize and prioritize tasks.
  • Capacity to work collaboratively within a team environment.
  • Effective communication skills with Supervisors, colleagues, Human Resources, and Accounting personnel.
About Transition Staffing Group

Transition Staffing Group is a distinguished staffing agency based in San Diego, recognized for providing Temporary, Temporary-to-Hire, and Direct Hire solutions. With a network of offices across more than 35 metropolitan areas and a team of over 200 specialized recruiters, TSG combines national reach with local market expertise. The agency has been honored for five consecutive years by the San Diego Business Journal as one of the "Fastest Growing Privately Held Companies in San Diego" and has appeared twice on the Inc.500 List for being among the Fastest Growing Companies in the United States. TSG offers comprehensive benefits, including Medical, Dental, Vision, Life Insurance (with no waiting period), and a matching 401(k) plan for every active consultant/temp.

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