Mgr Accounts Receivable

Introduction

We  motivated by the fact that educators take care of our children  future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.

Responsible for developing and driving the success of the Accounts Receivable Section. Establish the overall general understanding of all lines of insurance, annuity/investment products and our partner products.

• Responsible for developing and maintaining operations standards for revenue gain and maximizing corporate earnings potential.
• Maintain close working relationships with business partners, F&P and IT personnel, and vendors.
• Compiles with corporate security policy ensuring client confidential data is secured.
• Comply with controls and accounting practices (support internal and external audits)
• Responsible for the critical functions of the department:
  • Corporate bank deposits
  • Payment/contributions file uploads to the Remittance Processing and Line systems
  • Ensure that paper and electronic payments/contributions recorded to the line systems are in balance; out of balance conditions are communicated/resolved timely
  • Quality Assurance of Wholesale and Wholetail transactions
• Support the development and maintenance of automated systems and manual processes within the department and corporate project work.

• Four or more years progressive work experience with 2 years management experience in banking, accounting or financial services.
• Proficient knowledge of financial processes, receivables/lockbox processing, controls and billing and collections.