Cash Specialist
Core
Process Direct Bill carrier and vendor statements, reconcile commissions, and manage unapplied cash for Health & Benefits and Private Client portfolios.
Role type
Cash Specialist (Accounting Operations)
Builds
Accurate commission postings, revenue recognition records, and timely financial reports for US operations.
Domain
Insurance / Financial Accounting
Required skills
Direct Bill lifecycle management, statement reconciliation, commission posting, aging analysis, agency management systems, financial data interpretation, policy enforcement, Microsoft Excel
Preferred skills
Applied Epic experience, offshore partner coordination, cross-functional collaboration
Technologies
Agency management systems, Microsoft Office (Excel, Word, PowerPoint)
Responsibilities
Collect and reconcile carrier/vendor statements; investigate billing and commission discrepancies; monitor aging and unapplied cash; maintain system records and support KPI reporting; coordinate with offshore partners; ensure regulatory compliance.
Seniority
Mid-level, hands-on IC