| Location | San Diego, CA |
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers compensation, employee benefits, surety, and financial products and services to clients nationwide.
More information is available at www.alliant.com.
SUMMARY
Responsible for receiving, posting, and depositing customer payments; direct-bill commission cash receipts; researching and solving payment discrepancies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Processes checks payable to the companys trust and operating accounts;
Deposits checks and posts to appropriate customer accounts or general ledger accounts;
Deposits direct bill cash receipts, based on the accompanying statements, and posts commissions to the direct bill cash receipts screen;
Researches all commissions received without a policy number to determine which Producer should receive commission;
Follows up with insurance companies related to unpaid commissions or other accounting problems that arise within the scope of the position;
Handles all requests for account corrections and/or transfers;
Prepares and distributes daily Cash Receipts to Producers;
Prepares month-end reconciliations and reports;
Notifies Account Managers of all NSF checks and stop payments;
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
High School diploma or equivalent combination of education and experience
Two (2) or more years of accounts receivable experience
SKILLS
Excellent verbal and written communication skills
Ability to organize and prioritize workload
Basic knowledge of accounting terms
Ability to file and operate general office equipment
Ability to work within a team and to foster teamwork
Proficient in Microsoft Office products
#LI-DR2
We are proud to provide comprehensive, high quality employee programs to meet employees needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com
For more information on Alliant Insurance Services benefits, please visit www.alliant.com/about/careers/benefits