Associate Accountant

Position Summary

The Associate Accountant is primarily responsible for performing operational day-to-day accounts receivable activities of the Finance Department, and for designated back up, project, and relief duties to the Accounting Manager.

  • Perform accounts receivable functions which include billing, refunds, aging, customer support, and premium write-offs and adjustments.
  • Provide external customer service to insureds on billing and payment related questions during regular business hours.
  • Provide internal customer service to Underwriting, Operations, Claims and Stop Loss departments. 
  • Participate in data collection and analysis of process improvement opportunities related to accounts receivable, billing, and customer service
  • Assist in carrying out accounting projects related to accounts receivable and billing
  • Cross-train in other operational duties and/or responsibilities to provide back-up coverage in the Finance Department as needed
  • Assist in preparing journal entries
  • Insurance ERP system reconciliation to GL Balance Sheet accounts
  • Perform other duties and/or responsibilities as required
Requirements / Qualifications
  • BA in Accounting or Business, or equivalent work experience
  • 2+ years of experience in accounting with 1 year in accounts receivable
  • Accounting software experience (MS Dynamics ERP preferred)
  • Demonstrated technical ability to work with Microsoft Office (Excel, Word, Outlook). Advanced Excel skills strongly preferred (Pivot tables, XLOOKUP, formulas, text functions, MS Query, and manipulating ERP exported data sets)
  • Excellent time management, prioritization, and organizational skills
  • Excellent analytical and detail-oriented skills
  • Demonstrated commitment to working in a collaborative team environment
  • Excellent interpersonal, verbal, and written communication skills
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