Accounts Receivable Associate (San Diego)

$38,792 - $61,173/Yr

I C W Group - San Diego, CA

Full-time - Entry Level

San Diego, CA

About the position

At ICW Group, we are looking for an Accounts Receivable Associate to join our dynamic team in San Diego. This role is not just about performing routine accounting tasks; it’s about being part of a collaborative environment where your contributions matter. As an Accounts Receivable Associate, you will assist the Accounts Receivable department with various account activities while ensuring excellent customer service in line with our company standards. Our mission is to create the best insurance experience possible, and you will play a vital role in achieving that goal. In this position, you will be responsible for handling all incoming and outgoing mail for the department, processing daily check spasm and wire deposits, and managing online payments, including setting up recurring automatic payments. You will also be tasked with attaching correspondence to policies in SAP, clearing matching payments that were not cleared by the system, and providing accounts receivable services to our customers. Your role will involve reviewing and responding to emails received by the department group email account, conducting research on payment status, account balances, and cancellation/reinstatement status, and handling customer calls from agents and policyholders. Additionally, you will assist with processing payments, balances, and payment status, reference several systems to research policy information, and email agency statements each month. You will be responsible for updating email contacts, coordinating address changes, preparing reports, resolving discrepancies, and providing account histories upon customer request. Monitoring and addressing funds posted to the shell account, assisting in reconciling account discrepancies, and applying Final Audit Credits to open balances will also be part of your duties. You will research past due amounts for policies on automatic payment and reach out to customers regarding declined and rejected payments. This role offers a unique opportunity to grow your skills and make a significant impact in the world of accounts receivable.

Responsibilities

• Performs routine accounts receivable functions.
• Handles all incoming and outgoing mail for the department.
• Processes daily check spasm and wire deposits.
• Processes online payments including the setup of recurring automatic payments.
• Attaches correspondence to policies in SAP (including cancellations and direct collection policies).
• Clears matching payments that were not cleared by the system.
• Provides accounts receivable services to customers.
• Reviews and responds to emails received by department group email account.
• Provides research on payment status, account balance, cancellation/reinstatement status etc.
• Handles customers calls from agents and policyholders.
• Assists with processing payments, balances, and payment status.
• References several systems to research policy information.
• Emails Agency statements each month.
• Updates email contact and coordinates address changes.
• Prepares reports and resolves discrepancies.
• Prepares and provides account histories upon customer request.
• Monitors and addresses funds posted to the shell account.
• Assists in reconciling account discrepancies.
• Prepares various reports as requested.
• Applies Final Audit Credits to open balances when previously requested.
• Researches Past Due amounts for policies on automatic payment.
• Reaches out to customers regarding declined and rejected payments.

Requirements

• High School diploma or General Education Development (GED) required.
• Associates degree preferred.
• Minimum 1 year of experience in an office environment in customer service and/or accounting; or equivalent combination of education and experience required.
• Knowledge of basic math and accounting concepts is required.
• Working knowledge and skills of Microsoft Office, including Excel, Outlook, and Word preferred.
• Ability to understand and carry out simple instructions in standard situations.
• Must be Customer service oriented with strong organizational skills and attention to detail.
• Ability to effectively present information to policyholders, agents, and internal parties.

Benefits

• Generous medical, dental, and vision plans.
• 401K retirement plans with company match.
• Bonus potential for all positions.
• Paid Time Off with an accrual rate of 5.23 hours per pay period (equal to 17 days per year).
• 10 paid holidays throughout the calendar year.
• Support for continued learning and development.