Premium Receivable Analyst

Summary

Join World Insurance Associates as a Premium Receivable Collections Analyst and contribute to minimizing bad debt exposure. You will collaborate with branches, analyze aging accounts receivable, prepare monthly reports, and contact clients to follow up on payments. Responsibilities include reviewing and submitting write-offs, working with branches on collection plans, and coordinating with the Premiums Payable team. This role demands excellent communication, advanced Excel skills, and a proven ability to prioritize tasks and meet deadlines. The ideal candidate will possess strong analytical and problem-solving skills, be detail-oriented, and thrive in a fast-paced environment.

Requirements

• 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)

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

Preferred Qualifications

Applied Epic management system experience is a plus