Job Description

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: www.alliant.com.

Responsible for leading and overseeing divisional accounting operations to ensure financial accuracy, operational effectiveness, and a high-quality customer billing experience. Provides leadership and direction to accounting staff, drives process and control improvements, and partners with key stakeholders to support financial performance, service excellence, and organizational objectives.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Manage the invoicing and collection process by interacting with operations staff to ensure accurate data entry, timely collections from clients, and timely payments to the markets.

Facilitate premium financing for clients.

Serve as the senior management Accounting point of contact for complex customer, vendor, and partner billing matters.

Prepare and interpret reports and data analyses for management, including billing accuracy, collections, receivables aging, inquiry volume, resolution time, financing activity, payment exceptions, and service-level performance.

Handle issues or concerns with vendors.

Oversee daily duties and workflows within the department to ensure processing and payment in a timely and accurate manner.

Continuously review workflow of the team to ensure optimal and efficient processes.

Design and implement processes and tools that will improve the efficiency of processing and the effectiveness of controls.

Coach staff on professional communication, active listening, de-escalation, ownership, follow-through, and accurate documentation of customer interactions.

Oversee the accuracy and completeness of divisional general ledger activity, including account coding, journal entries, accruals, reclassifications, and recurring transactions.

Serve as an escalation point for customer questions regarding invoices, account balances, payment status, credits, adjustments, financing arrangements, collections activity, and related billing matters.

Monitor inquiry trends, root causes, aging, and repeat contacts; recommend process improvements, training, system, or communication improvements that reduce avoidable customer effort.

Review billing activity, account balances, aging, cash application, financing activity, credits, refunds, and adjustments for accuracy and appropriate authorization.

Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information)

Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

Performs other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE

Bachelor's Degree in Accounting equivalent combination of education and experience

Four (4) or more years related work experience

Two (2) or more years experience as a Supervisor or Manager

SKILLS

Proficient in Microsoft Office products

Excellent verbal and written communication skills

Transaction and account balance analysis skills

Proven ability to demonstrate strong analytical and investigative skills

Ability to work within a team and to foster teamwork

Ability and motivation to work independently

Infrequent travel required (0% - 10%)

#LI-DR1

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits