Accounting Clerk I
Community Association Insurance Solutions, LLC
Job Description
The Accounting Clerk will support the Controller with accounting needs in addition to regularly assigned tasks. The Accounting Clerk responsibilities include responding to insured and agent inquiries, processing insured weekly refunds and vendor invoices, assist to prepare, and maintain adequate documentation for all accounting transactions.
Responsibilities will also include the timely and accurate processing of customer invoices, research and collections of aging accounts receivable balances and other accounting issues/discrepancies, provide accounting and clerical support to the accounting department. Responsible for ensuring that all transactions are adequately supported and processed in accordance with GAAP, DOI laws and company policy and procedures.
Responsibilities include but are not limited to the following tasks:
Customer Service
- Initial contact for incoming phone calls of Accounting-related questions.
- Assist agents with inquiries regarding insured balances or amounts billed.
- Assist agents with inquiries regarding broker commissions including generating commission statements.
- Research and troubleshoot billing issues and work to ensure the necessary adjustments are made in a timely manner.
- Maintain Accounting email Inbox responding to inquiries within expected response time.
Receivables And Collections
- Research aging receivable balances and identify discrepancies.
- Conduct collections of past due balances via various means; phone call, email, Salesforce cases.
- Update information on open aging balances for tracking and timely resolution.
Vendor Invoice Entry
- Timely and accurately process vendor invoices.
- Process company credit card statement by collecting and coding receipts for payment.
Insured (customer) Refunds
- Weekly research and processing of insured refunds within third-party vendor billing system.
- Identify and escalate payment errors posted against insured policies.
- Timely submission of refund report by deadline.
Other Duties
- Research and update stale addresses for insureds and brokers.
- Additional duties as assigned.
Education, Skills And Experience
- Familiarity with bookkeeping and basic accounting principles.
- 2-year college degree in Accounting a plus.
- Proven successful experience in Accounting with 1 year insurance accounting preferred.
- Possess excellent Customer Service skills, written and verbal. Must be comfortable talking on the phone with brokers, carriers, and vendors. Possess the ability to diffuse difficult and/or complex customer interactions in a professional manner.
- Strong computer experience and knowledge using Microsoft Office products. Familiar with Microsoft Excel functions such as filter, sort, formatting, SUM, VLOOKUP. Ability to learn new and complex computer applications.
- Experience with Salesforce a plus.
- Attention to detail is critical. Must demonstrate accuracy and thoroughness and ability to monitor own work to ensure quality.
- Must have excellent listening, interpersonal, facilitation, written, oral and communication skills.
- Must be able to multi-task and ability to prioritize duties.
- Positive attitude, strong work ethic, self-motivated, team player, follow directions and can work independently in a remote environment.
Benefits Offered
- Competitive salary
- Corporate level benefits (80% paid medical, dental, vision and GAP medical) as well as FSA and 401K with match, and employer sponsored LTD, 1xSalary Life Insurance, and AD&D policy.
Pursuant to California state regulation, the salary range for this position is $25.00 to $28.00 per hour, and includes eligibility for performance-based bonuses.
