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Accounts Payable-Receivable Assistant – CA

SBHIS Insurance Services is an insurance agency dedicated exclusively to helping Medicare beneficiaries find the plan that best suits their needs, all of our services are free of charge. Our company’s mission is simple, we believe in “Making Medicare Easier” and everything we do revolves around this. Our company’s core values require that we treat everyone with care and integrity. Our values support a culture that is innovative, diverse and quickly adapts to change.

Full Time multi-tasking, dependable, detail oriented and organized Accounts Payable-Receivable Assistant needed to keep records and reconcile accounts. The qualified candidate will have strong quantitative and interpersonal skills, as well as proficiency in accounting functions and software programs (QuickBooks). We’re looking for a team player with a keen interest in growing within the company. Since our business environment is always changing, a willingness to learn and the ability to adapt are essential.

Duties and Responsibilities:

  • Updating and maintaining records of expenditures
  • Sending out payments for company credit cards
  • Responding to vendor invoices
  • Ensuring that all payments are made in accordance with company policy
  • Ensuring that all payments are sent on time
  • Resolving payment discrepancies and disputes on behalf of the company
  • Preparing and mailing invoices to customers
  • Posting payments to customer accounts
  • Organizing and filing deposit receipts as invoices are paid
  • Preparing reports on delinquent accounts and customer payment profiles
  • Reconciling cash receipts and deposits
  • Analyzing financial records for accuracy
  • Using bookkeeping databases, spreadsheets and software (QuickBooks)
  • Maintaining highest ethical practices and protecting valuable company/customer information

Skills and Qualifications:

  • At least 3 to 5 years of experience in data entry, a/r and a/p, and bookkeeping experience preferably
  • Competency in MS Office (Excel emphasis), databases and accounting software
  • Hands-on experience with spreadsheets (creating, proofing and updating)
  • Accuracy and attention to detail
  • Ability to perform filing and record keeping tasks
  • Data entry and word processing skills
  • Well organized and self-motivated

· High level of integrity and trustworthiness

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    SBHIS Insurance Services
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