Insurance AR Specialist
1 day ago
We are seeking a highly skilled Insurance AR Specialist to join our team at EPIC Brokers. The successful candidate will be responsible for processing timely premium payments to insurance carriers, researching and resolving payable discrepancies, and collaborating with third-party administrators.
Key Responsibilities- Process premium payments to insurance carriers via checks, ACH, wire, or online to avoid notices of cancellation.
- Research and resolve payable discrepancies with branch offices and/or insurance carriers.
- Collaborate with third-party administrators, such as ReSource Pro/Patra, on integrated workflows.
- Perform client account reconciliations as needed.
- Answer Accounts Receivable questions.
- Process client refunds or pass-through payments for clients.
- Generate Accounts Receivable aging reports and distribute accordingly.
- Work with Account Managers, Brokers, and Clients to collect premiums due.
- Act as a backup for other Trust Accounting team members as needed.
- File documents into our electronic filing system timely and accurately.
- Other duties and projects as assigned.
- College degree required. Associates or Bachelors. Degree in Accounting or Finance preferred.
- Minimal three years accounting experience. Insurance accounting experience strongly preferred.
- Experience with AMS systems such as Sagitta, ImageRight, AMS 360 a plus.
- Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips)
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