Accounts Receivable Specialist
RemotePosted 1 month ago Expired
This job has expired
Looking for a job like Accounts Receivable Specialist? Upload your resume and we'll notify you when similar positions become available.
Upload Your ResumeAbout This Role
Play a critical role in scaling Accounts Receivable and Billing processes for a tech-enabled insurance advisory and brokerage. Drive billing operations, manage collections, resolve discrepancies, and support process improvements.
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 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
Requirements
- 2+ years of experience in Accounts Receivable, Billing, or Accounting
- Technically proficient with Microsoft Excel
- 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
Qualifications
- 2+ years of experience in Accounts Receivable, Billing, or Accounting
Nice to Have
- 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
Skills
* Required skills
Benefits
About Vouch Insurance
Vouch is a tech-enabled insurance advisory and brokerage purpose-built for growing companies in technology, life sciences, and professional services, leveraging AI-powered tools to deliver a better insurance experience.