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AC CP Premium Processing Team Lead

Employer
USI Holdings Corporation
Location
Dallas, USA
Salary
Competitive
Closing date
Dec 17, 2024
View more categoriesView less categories
Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
General Description: Assist in the management of assigned team of accountants. Includes oversight of work product and performance of team members. Oversee compliance of department quality standards.

Responsibilities: • Act as point of contact for all Company Payables Premium Processing staff. Includes day-to-day questions and training needs.
• Serve as point of escalation to operations offices for the premium finance process.
• Provide training to team members as needed. Review team reporting data and ensure team goals are met on a monthly basis. Work with team members to develop strategies for resolution on past due AR balances.
• Manage workload assignments of team, including coverage while on PTO. Ensure efficient processing of finance agreements, receivable ledgers are maintained, and payment runs are processed by required deadlines.
• Monitor open ImageRight tasks for the department to ensure timely resolution.
• Run finance company accounts receivable reports monthly to maintain current balances.
• Monitor payment update process. Ensure all payments are processed and sent out by end of business day. Identify opportunities to streamline process.
• Process finance agreements for assigned region(s). Provide support to team to ensure work is complete in required time frame.
• Run daily payment updates for assigned region(s). Ensure all payments are processed and mailed out daily.
• Communicate issues to management team as needed.

Knowledge, Skills and Abilities: • 2 years + experience in high volume payables or property & casualty commercial lines account management required.
• Associates Degree required; bachelor's degree preferred.
• Broad knowledge of all aspects of company payables policies and procedures.
• Knowledge of general accounting required.
• Working knowledge of Microsoft Office suite, including Excel required.
• Strong work ethic with a defined sense of urgency.
• Organized self-starter that works well in a team environment.
• Strong attention to detail and retention of pertinent information.

#LI-CG3

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Job ID:

29191

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