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Insurance Accounts Receivable Specialist

Insurance Accounts Receivable Specialist

New Level ResourcesCalabasas, CA, US
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Accounts Receivable Specialist

Poms & Associates is seeking a detail-oriented and motivated Insurance Accountant Accounts Receivable Specialist to join our Finance team. This role is ideal for someone with accounts receivable experience looking to grow into a broader accounting career, or for an accountant with direct bill or agency bill experience. You'll play a key role in ensuring accuracy, timeliness, and efficiency in our carrier accounting processes while supporting the Finance & Accounting Senior Manager.

What You'll Do :

  • Record trust and operating bank deposits daily
  • Process company accounts payable to carriers via check / EFT
  • Ensure timely processing of carrier payables
  • Complete bank reconciliations
  • Reconcile carrier statements against internal records monthly
  • Investigate and resolve discrepancies, including commission differences
  • Prepare journal entries and account reconciliations during month-end close
  • Support audits and ad-hoc reporting requests
  • Assist with process improvements, automation, and system enhancements
  • Perform additional projects and research as needed.

What You'll Need to Succeed :

  • Bachelor's degree in Accounting, Finance, or related field
  • Minimum 2 years of progressive accounting experience
  • Strong analytical, problem-solving, and organizational skills
  • Ability to work independently and collaboratively as part of a team
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Strong attention to detail with the ability to synthesize data into insights
  • Effective written and verbal communication skills
  • Proven ability to maintain confidentiality
  • Experience with AMS360 or Applied Epic preferred, but not required.
  • What Poms & Associates Offers You :

  • Comprehensive health, dental, and vision coverage
  • Flexible Spending Accounts (FSA) traditional and dependent care
  • Supplemental Insurance including Short Term Disability, Long Term Disability, Long Term Care, and Basic Life and Accidental Death & Dismemberment insurance
  • 401(k) retirement plan with employer matching
  • Worldwide Travel Assistance Program
  • Vacation Time
  • 3 Floating Holidays
  • Sick Leave
  • Observed Holidays
  • Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
  • Employee Assistance & Employee Discount Programs
  • Professional development opportunities, including tuition reimbursement and in-house education classes
  • Career advancement opportunities
  • Flexible work arrangements, including remote work options
  • Salary range between $55,000 $75,000 annually may be eligible for additional, discretionary incentive compensation based on individual and the firm's performance. Compensation will be determined by a number of factors including educational background and experience.

    At Poms & Associates, we redefine the insurance experience by offering innovative solutions for both business and personal insurance needs. With decades of experience and expertise, we are dedicated to helping clients stay protected and prepared. We believe that knowledge is the key to effective insurance and that proactive risk management is the smartest way to insure.

    Please note : We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally, we are not working with agencies or third-party recruiters at this time. Thank you for your understanding. Poms & Associates provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Poms & Associates complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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    Account Receivable Specialist • Calabasas, CA, US

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