Staff Accountant - Accounts Receivable/Collections

US-PA-Exton
1 month ago
ID
2017-4700
# of Openings
1
Category
Accounting/Finance

Overview

iPipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.

 

iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 120 carriers, 875 distributors and financial institutions, and their producers and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Danville, Fort Lauderdale, Huntersville, Philadelphia, Roswell, Salt Lake City, Tokyo, Cheltenham (UK), and Vancouver. Visit us at www.ipipeline.com.

 

We are currently looking for a Staff Accountant-Accounts Receivable/Collections associate in the Exton, PA office. 

Responsibilities

Position Summary:

 

The iPipeline Accounting Team is seeking a detail oriented, dependable, highly motivated team player to take ownership and responsibility of its customer’s accounts from a collection perspective. You will be responsible for all collection activity ensuring that we maximize cash flows and achieve all of our key collection KPI’s. The Collections Associate will perform a range of collection duties including monitoring the status of aging accounts and following established policies and procedures to obtain payment on past due accounts via email, letter or phone contacts. Candidates should have excellent communication and documentation skills. Previous collection or customer service experience and strong Microsoft Office skills are preferred. This role will emphasize collections but will also include general accounting functions such as account reconciliations, customer contract and data base administration and assisting with the invoicing process. 

 

 

Primary Responsibilities:

  • Monitor accounts receivable balances, contact customers regarding overdue accounts
  • Conduct account research and analysis
  • Track and resolve outstanding payment issues
  • Timely issuance and distribution of invoices
  • Send statements to customers with outstanding balances
  • Weekly A/R aging reporting with customer account status and collection notes
  • Administer automated collections module within Accounting system
  • Respond to Sales Force cases, Billing inquires, interact with customers to resolve outstanding issues
  • Enlist the efforts of sales and senior management when necessary to accelerate the collection process.
  • Establish and maintain effective and cooperative working relationships with customers
  • General ledger account reconciliations and analysis, reconcile A/R aging to GL
  • Assist with Billing
  • Customer contract administration
  • Customer account setup
  • General administrative duties
  • Other work related duties and special projects as assigned

 

 

 

 

Qualifications

Education and Experience Required:

  • 0 to 1 years of collections or general accounting experience.
  • Accounting degree required.
  • Proficiency in Microsoft Office
  • Experience with Intacct, Salesforce.com a plus.
  • Detail oriented with strong organizational and analytical skills.
  • Ability to communicate with all levels of the organization
  • Team player as well as a self starter with the ability to work independently.
  • Effective time management skills to handle the diverse and challenging position.
  • Excellent written and verbal communication skills

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