Accountants Receivable - HYBRID at DB INSURANCE… · Anaheim

Summary: DB Insurance is seeking a detail-oriented and reliable Accounts Receivable candidate to join our team! In this role, you will play a key part in ensuring the timely collection of premiums, and maintaining the accuracy and integrity of our customer financial records. Responsibilities: - Manage the daily accounts receivable workflow, including posting cash receipts, processing payments, and applying credits - Conduct month-end closing processes for accounts receivable, reconciling subsidiary ledgers to the general ledger and resolving discrepancies - Monitor outstanding balances, track aging reports, and proactively communicate with outside vendors regarding collections - Research and resolve billing inquiries, payment discrepancies, and unapplied cash issues - Handle inbound customer calls and emails, providing support for billing inquiries, payment issues, policy information, and general account-related questions - Perform monthly bank reconciliations by comparing bank statements to accounting records and investigating any discrepancies - Provide support for other accounting and operational functions as needed Required Qualifications: - Bachelor's degree in Accounting, Finance, or a related field or relevant work experience - Minimum 1+ years of accounting or accounts receivable experience, ideally within the insurance or financial services industry - Solid understanding of billing workflows, cash applications, and basic GAAP/SAP financial standards - Proficiency in Microsoft Office, with strong intermediate-to-advanced skills in Excel (vlookups, pivot tables) - Excellent analytical, problem-solving, and communication skills for handling collections and client inquiries - A self-driven and proactive individual who takes ownership of their work and values attention to detail Required Skills: Accounts Receivable, Premium Reconciliation, Statutory Accounting Principles (SAP), General Accepted Accounting Principles (GAAP), Billing Workflows, Cash Applications, Microsoft Excel, Bank Reconciliation Benefits: Medical (PPO), dental (PPO), vision (PPO), and life insurance covered 100% by the company and 50% for dependents, Paid time off and sick leave, 13 annual paid holidays, 401(k) plan with up to 4% company match, Flexible Spending Account (FSA) & Dependent Care FSA, Quarterly Fringe Benefit reimbursements, Job-related training reimbursement, Casual dress code