The work allocated to the accounts receivable collection specialist will be based on assigned departments / brokers and can be re-assigned based on equitable distribution of workload. Their routine duties will include but not limited to:
Distribution of Aged Receivable report to the departments.
Scanning and allocating daily cash receipts.
Assist in all $A activities.
Ensure all advances have written approvals & follow up on all advances until collected.
Timely collection of all audits. Ensure that if not collected within 45 days due to a dispute it is reversed and rebilled when the revised audit is issued.
Process finance agreements and follow up for uncollected deposits.
Follow up on any earned premiums on cancelled policies.
Send uncollected transactions over 180 days for Legal collection and follow up until collected or an approval for write off is received.
Distribution of Good Credit Report to the departments.
Assist servicers in $CKA (check) requests.
Any other duties assigned by the Collections Manager.
Requirements
2-3 years insurance brokerage accounting, servicing or operations background.
Knowledge of Applied Epic system a plus but not necessary.
Ability to work with servicers and clients with the key objective of problem solving.
Training to include Hub Financial Center "HFC" and Accounting Resource Center "ARC" operations and workflows.
Epic training to be provided if needed.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Health insuranceDental insuranceVision insurance401(k)
Additional Information
Discover a Career That Empowers You - Join HUB International!
At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest deeply in our people.
Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team.
As one of the world's largest insurance brokers - and a proud Stevie Award-winning workplace - HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.
Explore your future with HUB International. Let's grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - HUB is the place for you.
We currently have an opportunity for a Collections Specialist to join our Operations team.
Hub · Melville, NY