Keenan has an exciting career opportunity for an Accounts Receivable Analyst in our Torrance office. The Accounts Receivable Analyst will manage all accounts receivable aging transactions (Agency Bill, Direct Bill, and all other receivables) – monitoring receivables, following up with clients/carriers/producer/department heads as required, resolving any collection issues, maintaining accurate receivables, submitting regular reports on the receivables status, and developing systems to assist the collection process.

Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability.

• Run daily Aging reports for both Agency Bill and Direct Bill from Sagitta and summarize for review.
• Monitor receivables to ensure all receivables are accurately recorded and detect any overdue receivables.
• Collect and analyze receivables to identify trends and history for any potential collection issues by carrier, by coverage, and by clien.t
• Review Open Batch Log and follow up with the Direct Bill team members to ensure payments are being posted within 2 weeks of the receipt of payments.
• Follow up with clients/carriers/producers as required.
• Run and review SalesForce reports to capture any new or cancelled clients/policies and provide information to the AR teams to update billings and/or to write off the receivables in Sagitta as needed.
• Follow up with clients/carriers/producers to ensure receivable information is valid and collectible.
• Update collection notes on the Aging report daily.
• Process any receivable adjustments in Sagitta as needed upon research and follow up with the clients/carriers/producers daily.
• Develop procedures to assist the collection process (streamline the collection process).
• Provide a weekly report of all collection operations and updates to Accounting Manager, Assistant Controller and/or Controller.
• Provide over 90 summary by client by coverage weekly for Controller, and CFO.
• Process remote daily deposits as needed.
• Assist with daily cash posting and follow up for any backup statement from carrier.
• Assist with reviewing New Business Report/Cancellation/Rewrite and follow up with producers for missing information.
• Assist with processing any receivables/invoicing in Sagitta and perform related research and follow up as required.
• Assist with processing Direct Bill cash reconciliation to the detail pages and process any adjustments or revisions as needed.
• Assist with cash receipt research as needed.
• Ability to multi-task. Adequate planning required to meet various deadlines.
• Other duties as assigned.

• Minimum of 5 years of Accounts Receivable/Accounting related work experience required.
• Accounting degree (or related field of study) required.
• Excellent written and verbal communication skills.
• Working knowledge of Microsoft Word and Excel is required, including knowledge of V-Lookup and Pivot Table required.
• Proficiency with MS PowerPoint and Outlook a plus. 
• Experience with a G/L or Accounting package is also a plus. 

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary.   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.   
• Pet benefits & discounts.    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.

Compensation:

The target salary range for this position is $65,000.00 to $85,000.00 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.  We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!