Accounts Payable​/Receivable Specialist (TEMPORARY role to cover parental leave

Description

The Temporary role of Accounts Payable / Accounts Receivable Specialist will provide coverage during leave of absence duration to support day-to-day transactional activities across both payables and receivables functions for the agency. This role is responsible for executing routine AP and AR tasks, assisting with invoicing, cash application, commission processing, and reconciliations, and providing additional capacity and coverage to ensure continuity of operations.

The position works closely with the Senior Accounts Payable Specialist and Senior Accounts Receivable Specialist to support insurance‑specific workflows, including vendor payments, carrier payments, invoicing, cash application, direct bill commissions, and account current processes. This role is execution‑focused and operates within established procedures, approval frameworks, and escalation paths.

• Execute routine accounts payable and accounts receivable activities in accordance with established procedures and timelines.
• Process vendor invoices and assist with carrier‑related payment preparation, ensuring documentation is complete, properly coded, and routed for appropriate approvals.
• Assist with invoice review, approval tracking, and payment setup in accordance with established authorization guidelines.
• Support invoicing activities for agency bill and direct bill business, including preparation and distribution of client invoices as directed.
• Retrieve and record direct bill commission statements on a daily basis based on funds received, ensuring activity is recorded in the agency management and accounting systems in accordance with established procedures.
• Track and confirm that all direct bill commission statements have been processed and provided to the Senior Accounts Receivable Specialist for review prior to month‑end close.
• Assist with cash application activities by posting client payments to the appropriate invoices, policies, and accounts.
• Research and help resolve unapplied cash, short pays, over payments, returned payments, and basic posting discrepancies, escalating items as needed.
• Assist with reconciliations of accounts payable and accounts receivable balances to agency management systems, carrier account current statements, and general ledger accounts.
• Prepare supporting schedules and documentation for variance review by senior team members.
• Escalate discrepancies, unusual items, or unresolved issues to the Senior Accounts Payable Specialist or Senior Accounts Receivable Specialist.
• Support collection activities by preparing aging reports, following up on routine items, and coordinating with Client Service teams as directed.
• Assist with carrier statement review by gathering data, confirming invoice status, and supporting reconciliation efforts.
• Provide coverage for accounts payable and accounts receivable functions during team member absences, vacations, or peak workload periods.
• Maintain organized documentation to support internal review, audit, and compliance requirements.
• Participate in cross‑training across accounts payable and accounts receivable functions to build functional depth and flexibility.
• Assist with documenting standard operating procedures and process updates.
• Support process improvement or system enhancement initiatives as directed.

Note that these requirements are representative, but not all‑inclusive, of the knowledge, skill, and ability required to perform this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Excellent attention to detail with the ability to follow established procedures and meet operational deadlines.
• Basic understanding of accounts payable and accounts receivable processes.
• Ability to learn insurance agency billing concepts, including agency bill and direct bill workflows.
• Familiarity with invoice processing, payment posting, commission recording, and basic reconciliation concepts.
• Ability to accurately enter and maintain financial data in accounting and agency management systems.
• Strong organizational and time…