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Accounting Specialist - Agency Bill Receivables

Company: Towne Bank
Location: Norfolk
Posted on: January 11, 2022

Job Description:

Primary Purpose: Processing client premium payments in EPIC agency management system.
Essential Responsibilities:

  • Processing client checks, ACH, and credit card payments
  • Posting credits and adjustments
  • Processing Finance contracts
  • Issuing Client Refunds
  • Managing AR weekly and monthly quality control reports
  • Preparing monthly client statements
  • Processing Direct Bill sweeps
  • Compliance with all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

    Minimum Required Skills and Competencies:

    • Associates Degree
    • Ability to process large amount of data quickly and accurately
    • Ability to operate in a fast-paced environment
    • Proficient in Excel
    • Highly motivated team player
    • Ability to work independently
    • Strong communication skills
    • Dependability and punctuality

      Desired Skills and Competencies:

      • Insurance Industry experience
      • Cash Receipts Posting experience
      • Accounts Receivable experience

Keywords: Towne Bank, Norfolk , Accounting Specialist - Agency Bill Receivables, Accounting, Auditing , Norfolk, Virginia

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