Manager, Regional Accounts Receivable and Cash Management

Overview

Manage day-to-day interactions with processing team & operational oversight. 

What You'll Do

Accounts Receivable Management:

• Oversee the client collections process, including the preparation and dispatch of reports to service staff.
• Manage the processing of client payments, handling collections, and resolving any  discrepancies or issues related to accounts receivable.
• Oversee the direct bill process, including the preparation and dispatch of reports to service staff.
• Manage the processing of direct bill commission and to provide assistance with resolving any discrepancies or issues related to direct bill commission 

Financial Reporting:

• Prepare and analyze financial reports related to accounts receivable, including aging reports and collection summaries.
• Perform monthly Accounts Receivable review and procedures related to Company Bad Debt policy. 

Compliance Knowledge: 

• Ensure compliance with financial and company regulations related to accounts receivable.

 Customer Centric Approach:

• Proactively address any issues or concerns that may affect the quality of customer  interactions and satisfaction. 

Data Analysis:

• Analyze financial data to identify trends, discrepancies, and opportunities for improvement  in the A/R process.
• Use data analysis to support decision-making and process enhancements.

 

Problem-Solving: 

• Utilize strong problem-solving skills to address and resolve issues related to accounts receivable and cash management.
• Develop and implement solutions to improve A/R processes and outcomes. 

Team Leadership:

• Lead and mentor a team, if applicable, providing guidance and support to achieve  departmental goals. 

Process Improvement:

• Identify opportunities for process improvements to enhance efficiency and accuracy in A/R and cash management.
• Implement best practices and continuous improvement initiatives. 

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    • Company match 401(k) plan – 50% up to 6%!   • Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    • Opportunity to prioritize your mental health with 24/7 access to licensed therapists   • Pet benefits & discounts    • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

What You'll Need

• Education: Bachelor's degree in finance, Accounting, Business Administration or a related field, or Associate's degree in accounting or a related field. Alternatively, equivalent experience.  Relevant certifications (e.g., CFA, CPA) preferred. • 3-5 years of experience in accounts receivable and cash management. • At least 2 years in a lead or supervisory role. • Insurance industry experience preferred. 

 

Competencies

 

• Accounts Receivable Management: understanding of client invoicing process and proficiency in managing processing payments, and handling collections. • Financial Reporting: Experience in preparing and analyzing financial reports related to accounts receivable. • Compliance Knowledge: Understanding of financial and company regulations and compliance requirements related to accounts receivable. • AMS System Knowledge: Understanding of how A/R related transactions flow through the Agency Management Systems and the various inter-dependencies that exist. • Customer Centric Approach: Deep understanding of the value of the customer and stakeholder experience and seeks to proactively address any issues that may interfere with the quality of customer / stakeholder engagement. • Data Analysis: Ability to analyze financial data to identify trends, discrepancies, and opportunities for improvement. • Problem-Solving: Strong problem-solving skills to address issues related to accounts receivable. • Attention to Detail: High level of accuracy and attention to detail in processing and reviewing financial information. • Communication: Excellent verbal and written communication skills for interacting with clients, resolving dis