Accounts Receivable Duties and Responsibilities
• Management of customer accounts
• Maintaining customer accounts includes but is not limited to the following tasks:
o Application of cash receipts, checks, and E-payments daily to customer accounts along with processing payment reversals/corrections as needed
o Manage credits, overpayments or return premiums through application to existing balance or return of funds to proper party through weekly check batch processing
o Process broker commission batches monthly, check and Electronic Funds Transfer (EFT)
o Coordinate application, preparation, and review of the in-house deposit with the Finance Administrative Assistants
o Generation/review/preparation of monthly electronic broker statements as well as daily billing statements for delivery via mail and email
o Coordinate courtesy notices to past due accounts with the Finance Administrative Assistants
o Process cancellation / reinstatements of accounts in accordance with policies and procedures
o Review and follow up on accounts in a cancellation status
o Coordinate/assist with collection calls and collection letters with Finance Admins
o Respond to account inquiries from customers and brokers regarding billing statements, installment plans, payment arrangements, extensions.
o Create and manage payment arrangements for customer accounts.
o Process requests from customers/brokers to change address/billing information, contact information, or billing type

Required Skills
• Must be detail-oriented, demonstrate excellent verbal and written communication, and conduct precise proofreading
• Strong organization skills and customer service mindset are necessary
• Must possess and maintain strong customer service skills, both internally and externally
• Ability to interact on a professional level with all internal and external constituents including: internal personnel, clients, vendors, insureds, and brokers.
• Proficient in Microsoft Word, Excel, and Outlook experience with Adobe Acrobat along with the aptitude to learn custom software
• Ability to type 45-50 words per minute
• Demonstrated success using general office data processing skills (i.e., data entry, mail merges, creating labels, bulk mailings, etc.)
• General office machine experience, familiarity with fax machines, copiers, printers, etc.
• Multi-line phone reception experience is helpful
• Must have a “hands-on, whatever it takes” approach to daily work
• Ability to deliver results in a fast-paced environment
• Demonstrated ability to independently manage multiple projects/tasks and to be able to prioritize with a high sense of urgency at times.

Education
2-year Accounting degree or 3 or more years of equivalent experience




EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.