Accounts Receivable Team Lead

Join to apply for the Accounts Receivable Team Lead role at Brown & Brown
.

We are a meritocratic organization that rewards self-starters and those committed to delivering excellent service to our customers.

Under the general leadership of the Assistant Controller-Bridge Specialty Insurance Brokerage, the Accounts Receivable Team Lead is responsible for leading the day-to-day operations of the Collections and Receivables team, managing the team, and completing the month-end process for receivables. Travel is not required for this position as contact with customers and teammates is by phone and email.

• Responsible for department operational results by contributing to strategic plans, identifying areas of improvement, and guiding achievement of measurable service standards.
• Oversee all aspects of cash postings and collections process including researching and contacting producer-agents regarding discrepancies.
• Manage direct bill cash, processing & discrepancies.
• Maintain the aged AR balance to the minimum.
• Maintain accounting ledgers by posting monthly account transactions.
• Update receivables by coordinating and monitoring daily cash receipts and bank remittance transactions.
• Optimize receivable process and maintain updated SOPs with current process.
• Assist in document compilation during audits.
• Assist in hiring, training, and retaining skilled accounting staff.
• Train and develop teammates on new systems and procedures. Ensure team adheres to internal accounting controls, and office protocols.
• Be cross trained in AR functions to support the team and provide coverage for absence (covering vacations, illness, or any other absences).
• Manage team schedule and timecards.
• Conduct annual performance reviews, quarterly check-in meetings, monthly team meetings and ad-hoc training.
• Provide directions and respond to specific questions. Often responsible for overseeing or taking over complex cases and escalations.
• Answer questions from agents regarding balances and other inquiries. Handle complex accounts and all A/R escalations for resolution.
• Correspond with brokers via phone and email to respond to complex questions, investigate and resolve issues, and follow up on outstanding items. Ensure all correspondence and requests are documented and attached to the appropriate file in the appropriate systems.
• Review trust bank account reconciliations at month end and review all checks outstanding.
• Assist on intercompany balance tracking & reconciliation and assist on general ledger reconciliations.
• Complete critical elements required for month end close not limited to providing monthly accounts receivable aging information, identifying variances and discrepancies, forecasting policies that will be aged more than 59 days by month end, implementing corrective actions and balancing the receivables.
• Other duties as assigned.

• Associate degree required;
  Bachelor’s degree in accounting related discipline preferred.
• Minimum 5 years experience in a similar position or industry.
• Proficient with MS Office Suite (Word, Excel, Outlook).
• Ability to maintain a high level of confidentiality.
• Experience leading a team of at least 2 teammates preferred.
• Some licensing or insurance related courses preferred.

• Health Benefits:
  
  Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
• Financial Benefits:
  
  ESPP; 401k;
  Student Loan Assistance;
  Tuition Reimbursement.
• Mental Health & Wellness:
  Free Mental Health & Enhanced Advocacy Services.
• Beyond Benefits:
  Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".