Staff Accountant (AR/AP Specialist)
About New Benefits
Are you a high performer? Now is your chance to consider 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 Full Stack Developer is 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.
The AR/AP Specialist is accountable for all aspects of the accounts receivable process, including invoice calculations, payment processing, preparing financial reports, calculating and processing commissions, as well as collections (business to business). This position will also be cross-trained with other areas in the Accounting Department and the AR Specialist will be groomed for future growth with the company.
RESPONSIBILITIES & DUTIES:
Receive, process and post incoming payments
Resolve client billing questions and concerns using internal and external resources
Reconcile invoice and payments for all accounts
Verify and ensure accuracy of data prior to invoice distribution to clients
Generate and process broker commissions, working with the Client Services team to verify fee structures and terms are correct and up to date each month
Ensure all documentation from Brokers and Marketers is collected and the appropriate data is posted to the company’s accounting and billing systems
Process expense reports for company employees
Audit processes and standard operating procedures keeping records accurate and aligned with the company’s standards
Actively work to recover debts owed to the company, which could include the collection of accounts previously written off
Partner with Counsel to generate legal documents as necessary
Provide monthly reports and updates on delinquent accounts, exceptions, contingent liabilities and accounts receivable aging
Manage positive business relationships with Client Services, collection agencies, credit reporting agencies, and credit insurance providers
QUALIFICATIONS & SKILLS:
Bachelor’s degree is strongly preferred
2 years Accounts Receivables and/or Accounts Payables
Advanced knowledge of Accounts Payable and Accounts Receivable required
Excellent skills with MS Office programs including Excel, Outlook, and Word
Knowledge in Quickbooks or other major accounting software package
Strong mathematical skills required
Excellent active listening skills
Demonstrate critical thinking to identify potential solutions or new approaches for current operating procedures
Strong customer service experience required
Strong time management skills and ability to multi-task
Ability to communicate information in a straightforward manner and resolve conflicts, but with an attitude of exceptional customer service
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 in spite of 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.
Persuasive Communication – The ability to plan and deliver oral and written communications that make an impact and persuade their intended audiences
Building Collaborative Relationships – The ability to develop, maintain, and strengthen partnerships with others inside or outside the organization who can provide information, assistance, and support
Personal Credibility – Demonstrated concern that one be perceived as responsible, reliable, and trustworthy
Attention to Communication – The ability to ensure that information is passed on to others who should be kept informed
Interpersonal Awareness – The ability to notice, interpret, and anticipate others’ concerns and feelings, and to communicate this awareness empathetically to others
Analytical Thinking – The ability to tackle a problem by using a logical, systematic, sequential approach
Mathematical Reasoning – The ability to choose the right mathematical methods or formulas to solve a problem
Diagnostic Information Gathering – The ability to identify the information needed to clarify a situation, seek that information from appropriate sources, and use skillful questioning to draw out the information, when others are reluctant to disclose it
Thoroughness – Ensuring that one’s own and others’ work and information are complete and accurate; carefully preparing for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled
New Benefits Discount Card (Free to Employees and Immediate Family Members)
401K with a 5-year vesting
10 days’ Vacation and 5 days of personal / sick
9.5 paid Holidays per year
*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
JOB REPORTS TO: