Premium Finance & Receivables Manager

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Atlanta, Georgia, United States of America

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Human Resources

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25018G

Apply now

Premium Finance & Receivables Manager

Location Icon

Atlanta, Georgia, United States of America

Bag Icon

Human Resources

Profile Icon

25018G

Apply now
Working at Lockton

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Business unit

Southeast Series

Schedule

Full-time

Lockton Benefits Offerings

Click Here

Workplace

In Office

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Your Responsibilities

  • Assist with researching and resolving unapplied cash, including identifying client and unbilled invoices. 

  • Analyze receivable reports and proactively resolve outstanding items. 

  • Support the resolution of “on-account” cash and ensure proper documentation for client fund returns. 

  • Investigate and resolve carrier discrepancy emails in collaboration with the accounting team. 

  • Reconcile billing differences by reviewing CID documentation and communicating with carriers/underwriters. 

  • Obtain necessary carrier invoices and documentation to support payment processing. 

  • Submit payment requests for premium refunds with appropriate backup. 

  • Coordinate with account teams to follow up on outstanding premiums. 

  • Monitor and manage aged receivables and discrepancy reports. 

  • Prepare and submit check requests for client refunds with required attachments. 

  • Manage relationships with premium finance vendors. 

  • Distribute monthly discrepancy and aged receivable reports to account teams after review

  • Support the growth and development of the premium finance department.  

  • Address surplus lines backlog, including reversals and rebills. 

     

  • Manage the team mailbox and serve as the point of contact for accounting and account teams. 

     

  • Ensure compliance with all internal accounting policies and procedures. 

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Qualifications

  •  Associate degree in Business or related field, Accounting preferred; and/or equivalent education and experience.
  • Commercial insurance industry knowledge preferred, including working with carriers.
  • 2-3 years previous A/R or billing experience.
  • Understanding of basic accounting principles required.
  • Organization and time management skills to meet time sensitive deadlines.
Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Learn more about your Lockton experience

No Agencies Please

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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