Accounts Receivable Specialist
Are you a high performer? Now is your chance to check out a career opportunity with New Benefits, Ltd., America’s leading wholesaler of customizable non-insured health, personal security, financial, travel and leisure benefits! We have served associations, insurance companies, banks, credit unions, brokerage/consulting firms, insurance agencies, TPAs and employers since 1990. Thousands of clients and millions of members trust New Benefits to deliver exceptional customer service and support, superior products, administration, print services, billing and compliance while promoting integrity and honesty in the marketing of non-insured products and services.
Our office is conveniently located in the North Dallas area, and we are looking for YOU to be a part of our continued growth and success. Dazzling customer service is our promise!
We offer a fun, business casual environment with a strong company culture focused on employee engagement and recognition. As a valued member of our family, the Accounts Receivable Specialist will be eligible for a comprehensive benefits plan including paid vacations and holidays, 401(k) with company match, health, voluntary dental, paid life insurance and a New Benefits discount card.
Summary
The Accounts Receivable Specialist is responsible for all aspects of the accounts receivable process, including invoicing, payment processing, calculating adjustments, business-to-business collections, payment audits, and processing commissions. This position will also be cross trained in other accounting department duties, such as accounts payable and account reconciliation. Additionally, the incumbent will serve as an integral part of our research and development team, providing feedback on improving our current manual processes for greater efficiency and productivity. This position requires in-office attendance from Monday to Friday, with no option for remote work.
Responsibilities and Duties
- Receive, process, and post payments via check, credit card, ACH, and online portal
- Audit payment entries to ensure accuracy and compliance
- Resolve client billing questions and concerns using internal and external resources
- Complete reconciliations for accounts of various amounts and sizes
- Generate and process broker commissions, collaborate internally to verify accuracy and issue adjustments as needed
- Actively work to recover debts owed to the company, which could include the collection of accounts previously written off
- Update monthly reports and track delinquent accounts
- Manage positive business relationships with internal and external clients through Microsoft Teams, in person, on the phone, and via email correspondence
Qualifications and Skills
- High School Diploma or GED required; AA degree or 2 years of college preferred
- Minimum of 2 years’ experience in Accounts Receivable required
- Intermediate level skills with MS Office programs Outlook and Word with advanced skills in Excel (VLOOKUP, Pivot Tables etc.)
- Knowledge of QuickBooks or similar accounting software
- Ability to efficiently use multiple software systems
- Strong attention to detail
- Ability to maintain high productivity while performing manual tasks
- Excellent active listening skills and concise communication skills
- Demonstrate critical thinking to identify potential solutions or innovative approaches for current operating procedures
- Strong customer service skills
- Strong time management skills and ability to multi-task
Job Specific Competencies
- Concise and accurate communication
- High attention to detail
- Advance research skills and ability to utilize available resources
- Strong mathematical reasoning
- Analytical thinking
- Ability to accurately execute manual repetitive processes daily
- Personal accountability
- Ability to build collaborative relationships
Core Values
- Flexibility – Maintains effectiveness when experiencing major changes in work responsibilities or environment and adjusts effectively to work within new structures, processes, requirements, or cultures. Remains flexible despite adversity. Embraces change.
- Leadership – Facilitates a positive and productive team-oriented environment. Provides open communication/feedback within the team. Builds collaboration to maintain productive teams. Treats people with honesty and respect. Maintains positive relationships with employees at all levels. Uses appropriate interpersonal styles to establish effective relationships with clients, vendors, and internal partners. Interacts with others in a way that promotes openness and trust and gives them confidence in one’s intentions.
- Innovation – Identifies and accomplishes challenging objectives or personal goals. Works effectively with others to achieve goals. Looks for and takes advantage of opportunities. Maintains a high level of interest, enthusiasm, and personal performance. Takes steps to improve processes and find better solutions. Champions quality work and proactively takes steps to correct errors or improve overall products/solutions. Drives continuous improvement. Demonstrates a willingness to change approach based on feedback.
- Integrity – Supports and upholds the organization’s standards and values. Demonstrates honesty, reliability, and professionalism. Maintains the highest ethical standards.
- Passion – Provides excellent customer service to internal clients, partners, vendors, and teams. Responds promptly, professionally, effectively, and efficiently. Recognizes sense of urgency in responding to needs. Follows up to ensure requests, needs, and commitments are met consistently.
*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Reports to
Accounting Manager
