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Cash Application Specialist

United States, Birmingham · Job Posted June 29, 2026
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Job Description

We are offering a contract to possible permanent employment opportunity for a Cash Application Specialist in Birmingham, Alabama. As a Cash Application Specialist, you will be instrumental in managing the receivables and payables process for assigned markets, resolving accounting discrepancies, and ensuring timely and accurate transaction processing.

Job Responsibility

  • Accurately and efficiently process customer credit applications
  • Maintain precise records of customer credit
  • Act as the primary point of contact for accounting discrepancies between the insurance carrier and the agency CSRs
  • Manage the receivable and producer payables processes for assigned markets, adhering to Direct Bill/Direct Bill Insured & Producer Payable Policies & Procedures
  • Responsible for reconciling all accounts as per internal control guidelines
  • Ensure timely and accurate payment to producers and submission of all Direct Bill Reconciliation for processing
  • Provide training to agency personnel on proper account procedures
  • Oversee month-end close for Sagitta and non-Sagitta supported agencies
  • Submit all vendor payables to Accounts Payable for processing
  • Take on the role of backup for other Regional Insurance Accountants as needed

Requirements

  • Proficiency in Accounting Software Systems
  • Experience with CyberSource
  • Ability to perform Data Processing tasks
  • Familiarity with Epic Software and Epic System
  • Knowledge of basic Accounting Functions
  • Experience in handling Accounts Receivable (AR)
  • Understanding of Automated Clearing House (ACH) processes
  • Ability to manage Billing Functions
  • Experience in handling Cash Activity

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligibility to enroll in company 401(k) plan

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