Arthur J. Gallagher & Co.

Global insurance brokerage, risk management, consulting

Accounts Receivable Specialist

Accounts Payable/ReceivableConfirmed live in the last 24 hours

Full-timeSan Diego, CA, USANo salary listedIn-person

About the Job

Requirements

A high school diploma or equivalent is required.
A minimum of 3 years of related accounting, accounts receivable, billing, collections, or finance operations experience is required.
Experience with Microsoft Dynamics 365 Finance or another enterprise resource planning/accounting system is preferred; ability and willingness to learn Microsoft Dynamics 365 Finance is required.
Working knowledge of accounts receivable processes, journal entries, reconciliations, month-end close support, and general accounting principles is required.
Intermediate Excel proficiency, including working with large data sets, performing reconciliations, and preparing supporting schedules, is required.
Excellent written and verbal communication skills are required.
An associate or bachelor's degree in Accounting, Finance, Business Administration, or a related field is preferred.
Four or more years of progressive accounting, accounts receivable, billing, or finance operations experience is preferred.
Prior Microsoft Dynamics 365 Finance experience, particularly with AR processing, customer transactions, payment application, financial dimensions, workflows, or reporting, is preferred.
Experience supporting month-end close, audit requests, account analysis, and process improvement initiatives is preferred.
Experience working in a trust, benefits administration, insurance, public entity, nonprofit, or professional services environment is preferred.
Advanced Excel and Microsoft Office proficiency is preferred.
QuickBooks or other enterprise resource planning/accounting system experience is preferred.
The ability to prioritize and handle multiple tasks in a fluid work environment is required.

Responsibilities

Manage accounts receivable functions for various trusts, including invoicing, payment application, collections follow-up, and account research.
Process and record deposits, including ACH, check, and electronic payments, ensuring accurate coding and timely posting in Microsoft Dynamics 365 Finance.
Prepare, enter, and review journal entries, customer transactions, and related accounting activity in Microsoft Dynamics 365 Finance and other accounting systems as needed.
Assist with month-end close activities, including account reconciliations, AR aging review, revenue-related entries, and supporting schedules.
Follow up with clients regarding payments, outstanding balances, courtesy notices, and account discrepancies.
Manage phone calls and inquiries from members, clients, and internal stakeholders in a professional and timely manner.
Record client invoices and payments and research and resolve invoicing, payment, and account balance issues.
Perform collections tasks while maintaining accurate documentation and professional client communication.
Communicate with internal and external clients to obtain or convey information related to billing, payments, account status, and reporting.
Perform routine and established projects, analyses, and reporting for a specific accounting or finance area.
Support process improvements, system testing, and documentation related to Microsoft Dynamics 365 Finance workflows, accounts receivable processes, and accounting procedures.
Represent the company professionally and creatively in client and team situations.
Work individually and as part of a team.
Exercise patience and resilience and remain tolerant of stressful situations.

Desired Qualifications

Strong organizational skills and high attention to detail are preferred.
Strong analytical and problem-solving skills are preferred.

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

RPA San Diego operates as a third-party administration (TPA), consulting, and strategic management branch for collectively bargained benefit plans, pooled purchasing arrangements, and trusts. Our mission is to deliver high quality, affordable, and accessible health care to our members.

How you'll make an impact

We are hiring an AR Specialist to join our growing team!

Under general supervision, performs a broad range of daily and monthly accounting functions in support of client fulfillment-based needs, with an emphasis on accounts receivable, deposits, reconciliations, collections, and transaction processing within Microsoft Dynamics 365 Finance.

With a focus geared more toward the daily, monthly and quarterly functions in the group, key duties include:

Manage accounts receivable functions for various trusts, including invoicing, payment application, collections follow-up, and account research
Process and record deposits, including ACH, check, and electronic payments, ensuring accurate coding and timely posting in Microsoft Dynamics 365 Finance
Prepare, enter, and review journal entries, customer transactions, and related accounting activity in Microsoft Dynamics 365 Finance and other accounting systems as needed
Assist with month-end close activities, including account reconciliations, AR aging review, revenue-related entries, and supporting schedules
Follow up with clients regarding payments, outstanding balances, courtesy notices, and account discrepancies
Manage phone calls and inquiries from members, clients, and internal stakeholders in a professional and timely manner
Record client invoices and payments and research and resolve invoicing, payment, and account balance issues
Perform collections tasks while maintaining accurate documentation and professional client communication
Communicate with internal and external clients to obtain and/or convey information related to billing, payments, account status, and reporting
Perform routine and established projects, analyses, and reporting for a specific accounting or finance area
Support process improvements, system testing, and documentation related to Microsoft Dynamics 365 Finance workflows, AR processes, and accounting procedures

About You

Required:

High school diploma or equivalent required; associate degree or coursework in Accounting, Finance, Business Administration, or a related field preferred
Minimum of 3 years of related accounting, accounts receivable, billing, collections, or finance operations experience
Experience with Microsoft Dynamics 365 Finance or another ERP/accounting system preferred; ability and willingness to learn Microsoft Dynamics 365 Finance required
Working knowledge of accounts receivable processes, journal entries, reconciliations, month-end close support, and general accounting principles
Intermediate Excel proficiency, including the ability to work with large data sets, perform reconciliations, and prepare supporting schedules
Excellent written and verbal communication skills

Preferred:

Associate or bachelor’s degree in Accounting, Finance, Business Administration, or a related field
4 or more years of progressive accounting, accounts receivable, billing, or finance operations experience
Prior Microsoft Dynamics 365 Finance experience, particularly with AR processing, customer transactions, payment application, financial dimensions, workflows, or reporting
Experience supporting month-end close, audit requests, account analysis, and process improvement initiatives
Experience working in a trust, benefits administration, insurance, public entity, nonprofit, or professional services environment
Advanced Excel and Microsoft Office proficiency
Great organizational skills and high attention to detail
Strong analytical and problem-solving skills
QuickBooks or other ERP/accounting system experience

Behaviors:

Exhibit professionalism and creativity, representing the company in both client and team situations
Cooperative attitude and ability to work both individually and in a team
Ability to prioritize and handle multiple tasks in a fluid work environment
Patience, resiliency and tolerant of stressful situations

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

Competitive compensation
Comprehensive benefits programs designed to support your well-being
Career development opportunities and ongoing learning
A collaborative, people-first culture with accessible leadership
The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

About the Company

Arthur J. Gallagher & Co.

Global insurance brokerage, risk management, consulting

Arthur J. Gallagher & Co. is a global insurance brokerage and risk management firm. It helps businesses, public entities, and individuals manage risk and obtain insurance through three segments: brokerage, risk management, and corporate. The brokerage unit offers a full range of retail and wholesale insurance brokerage and consulting services to match clients with coverage. The risk management unit handles contract claim settlements, claim administration, loss control consulting, and risk management information services to reduce exposures. The corporate unit oversees the company’s clean energy and other investments. The firm differentiates itself by providing end-to-end risk solutions across insurance placement, claims handling, risk counseling, and investment activities, rather than focusing on a single service. Its goal is to help clients manage risk effectively, protect assets, and pursue value through diverse investments, including clean energy.

Company size: 10,001+
Company stage: IPO
Headquarters: Itasca, IL
Founded: 1927

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