Accounts Receivable Specialist

1 week ago

Toronto, Ontario, Canada ASSURANCE Full time

About Assurance

  • Assurance IQ is a technology company headquartered in Seattle.

We were acquired by Prudential (NYSE:
PRU) to further the joint mission of improving financial wellness across the world.


Our team of world class software engineers, data scientists, and business professionals work every day to expand our product offerings and the reach of our platform.

We simplify the complex world of insurance and financial services into straightforward, valuable solutions to improve people's lives.

We start by asking customers a few questions, so our system can learn about their needs; from there, our ground-breaking, proprietary platform takes over and analyzes the thousands of data points that make customers unique.

This is how we create custom-tailored plans for each customer; plans built precisely for their needs and budget. Our platform serves as the intersection between customer and seller, technology, and the human touch.

At Assurance, we are innovative, persevering, collaborative, calculated, and authentic, and we're working together to improve the lives of millions

About the Role

Responsibilities:

  • Create, edit, and maintain accurate customer accounts in the Oracle database
  • Maintain merchant account including invoice creation and credit card management
  • Collaborate with the agency operations team to ensure accuracy of customer billing and resolve revenue discrepancies
  • Research and resolve customer queries and billing discrepancies
  • Follow up on, collect, and allocate payments for customers
  • Review aged balances, identify invoices for debt writeoff, and work with the legal team and/or collections agency to collect payment on aged balances
  • Reconcile monthly bank statements
  • Assist in month end process, including uploading journal entries into the Oracle database
  • Provide support for financial statement and internal audits
  • Communicate effectively with customers and internal business partners
  • Focus on meeting departmental goals
  • Assist with other accounting/finance projects, analysis, or reporting as necessary

Requirements:

  • Minimum two (2) years Accounts Receivable experience
  • Bachelor's degree in Business, Finance, or Accounting
  • Strong knowledge and understanding of accounting procedures
  • Experience with customer service and client communication
  • Experience with Oracle AR and GL modules a plus
  • Excellent interpersonal, decisionmaking, analytical, and problemsolving abilities
  • Exceptional verbal and written communication skills
  • Attention to detail with a high sense of urgency and the ability to manage multiple projects simultaneously
  • Experience collaborating with internal and external stakeholders at all levels of a company
  • A proactive, selfdirected approach with the ability to multitask, think creatively, and learn quickly in a fastpaced environment
  • Intermediate to advanced skills in Microsoft Office products, with an emphasis in Excel

Choose Assurance Because

  • Exceptional base salary plus bonus structure
  • Comprehensive benefits which include, medical, dental, vision, 401K and more
  • Unlimited paid vacation, sick leave, plus paid holidays
  • Growth opportunities, advance your career rapidly, we offer leadership development training and promote from within
  • Ongoing coaching and career development including individual and group coaching sessions
  • Fastpaced, highperformance environment

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