Premium Receivable Analyst

Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Position Overview:
As a Premium Receivable Collections Analyst, you will work with our branches to stay on top of receivable items and minimize bad debt exposure. We are looking for a detailed oriented individual who will take full ownership of the account receivable collection/reporting process. The individual will be accountable for reviewing and reporting on various branches within World. Duties will include analyzing all aging accounts receivable to produce a monthly report of all receivable concerns. This position will require excellent communication skills both written and verbal, along with advanced skills in Microsoft Excel.

Essential Duties and Responsibilities:
In collaboration with Accounting our Premiums Accounts Receivable team and branch contacts.

• Review and Analyze all AR Aging Reports weekly/monthly.
• Prepare the Consolidated AR Aging Report at Reconciliation to Head of Premium Accounting
• Contact clients via phone calls, and email to follow-up on status
• Record collection activities and efforts in Management system
• Review and submit any write off/revenue adjustments.
• Work with branch locations on individual receivable lists and work on plan to get items collected.
• Coordinate with Premiums Payable team to verify if the payable to carrier is outstanding.

Minimum Qualifications, Education and/or Experience:

• 3 – 5 years’ experience with Property Casualty Broker
• 2 – 4 years Receivable collection experience required
• Proven ability to act with responsiveness, urgency and professionalism in all matters while prioritizing responsibilities and proactively accomplishing goals.
• Strong work ethic, exhibited through acceptable attendance, management of appropriate workload, and willingness to admit mistakes and take ownership of performance.
• Ability to interact effectively with all levels of staff and management.
• Critical thinking, analytical, and problem-solving skills
• Excellent verbal and written communication skills
• Ability to multi-task and work under pressure and thrive in a fast-paced results-oriented environment.
• Well organized and detail oriented; ability to manage multiple projects with competing deadlines.
• Organized self-starter attitude and ability to work independently and as part of a team. 
• Advanced Microsoft Office (Excel, Outlook)

• Applied Epic management system experience is a plus.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.