Strong understanding of cash application operations, ensuring accurate and timely completion of tasks related to receivable invoices. Demonstrates ability to provide guidance or training to another employee.
Resolves most questions and situations independently without needing to refer to higher level positions for assistance.
Completes higher volume of tasks and demonstrates ability to navigate complex processes.
Ability to evaluate situations and determine when items should be escalated to management
Identifies, tests, and implements process improvement opportunities.
Consistently meets daily and weekly metrics.
Collaborate with internal departments to resolve cash application related issues and ensure smooth operations. This includes, and is not limited to customer service representatives, carrier payables department and producer payables department.
Develop and maintain strong relationships with agency partners and carrier partners, addressing inquiries and resolving payment discrepancies in a professional and timely manner.
Regularly seeks feedback from others with the ability to apply to current and future tasks
Understands and adheres to Acrisure's accounting best practices.
Identifies potential financial risks and raises these issues, along with suggested solutions, to manager.
Participate in special projects and initiatives as assigned, demonstrating flexibility and adaptability in a fast-paced environment.
Requirements
Strong attention to detail and a commitment to maintaining a high level of accuracy
Shows initiative to complete work without the prompting of others.
Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
Effective communication and interpersonal skills
Ability to work independently as well as collaboratively in a team-oriented environment
Education/Experience:
1-2 years of experience in cash application, accounts receivable, or a similar role preferred
Familiarity with insurance agency management systems and processes helpful
Proficient in using agency management system software and Microsoft office applications.
Bachelor's degree in accounting, finance, or a related field (preferred)
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
... and so much more!
This list is not exhaustive of all available benefits. Eligi
Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible schedule
Additional Information
About Acrisure
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary:
We are currently looking to add to our team with an exciting opportunity as an Sr. Associate I - Cash Application and Accounts Receivable. As a cash application and accounts receivable senior associate, you will play a pivotal role in ensuring accurate and timely processing for our cash. Working closely with various internal departments and external stakeholders, you will contribute to the overall financial operations of the company. Your attention to detail, strong analytical skills, and ability to meet deadlines will be essential to succeed in this role.