Accounts Receivable & Collections Specialist

The Accounts Receivable & Collections Specialist is a highly customer-facing role responsible for managing outbound communication and collections related to Aggregate Accommodation balances, Claim Funding Requests, and Collateral Reconciliation. This individual plays a critical role in maintaining cash flow, ensuring account accuracy, and fostering strong customer relationships through proactive outreach and issue resolution. Working closely with the AP/AR Manager and other groups internally, this role supports efficient AR operations and timely collections.

Key Responsibilities:

• Conduct outbound calls and communications with companies to collect on outstanding balances, Claim Funding Requests, and Collateral Reconciliation items.
• Build and maintain strong customer relationships while professionally addressing payment inquiries, discrepancies, and concerns.
• Monitor assigned accounts and proactively follow up on outstanding balances to ensure timely resolution.
• Collaborate with internal teams to investigate and resolve billing issues, funding discrepancies, and reconciliation differences.
• Accurately document customer interactions, payment commitments, and account updates in internal systems.
• Support reconciliation of customer accounts and ensure accuracy of balances and transactions.
• Assist in maintaining AR aging reports and escalating delinquent accounts as needed.
• Partner with the AP/AR Manager to improve collection strategies and streamline processes.
• Ensure compliance with company policies, procedures, and financial controls.
• Contribute to month-end close activities by ensuring collection efforts and account updates are completed timely.

Desired Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field preferred.
• 3+ years of combined Accounts Receivable experience
• Strong knowledge of GAAP and internal control procedures.
• Proficiency in ERP systems (e.g., SAP, Oracle, NetSuite, or similar) and Microsoft Excel.
• Excellent analytical, organizational, and communication skills.
• Detail-oriented with ability to manage multiple priorities and meet deadlines.

Key Competencies:

• Problem-solving and process improvement
• Strong communication and collaboration skills
• Accuracy and attention to detail
• Customer and vendor relationship management

Better Benefits:

We’re leaders in our industry, so naturally, we look out for our employees’ best interests with a robust benefits package. Roundstone employees are eligible for:

• Medical, dental and vision benefits
• Annual bonus
• Dependent care 100% match up to max allowable
• Parental leave
• PTO beginning on Day 1
• Tuition reimbursement
• Healthy work/life balance
• Hybrid office schedule
• 401(k) plan with company match
• Employee Assistance Program
• On-site gym with personal trainer access
• Life insurance and short term disability insurance

More About Roundstone

Headquartered in Rocky River, Ohio, Roundstone is proud to be a Northeast Ohio Top Workplace as recognized by The Plain Dealer and cleveland.com, based on anonymous employee feedback. We foster a supportive, values-driven culture where employees feel engaged, valued, and celebrated. Roundstone has also been named an Inc. 5000 award recipient for eight consecutive years, reflecting our continued growth and success.

Our Core Values

• Live well: Be healthier and bring positive energy to all you do.
• Work smarter: Get things done, better.
• Own it: Accountability is your middle name. Be on time, do what you say, and finish what you start.
• Be intellectually curious: Always be learning. See opportunity everywhere and have a drive to know.

Culture and fit are integral to success and in an effort to achieve a better match both from a candidate's perspective and our organization, please take a minute, click on the link and take the really brief survey:

https://go.cultureindex.com/p/NXIW9FRmRnnuzh

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Roundstone Insurance we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.