Accounting Specialist, Operations

As an Accounting Specialist, Operations, you will identify and resolve outstanding debts owed by advisors and policy owners. You will be responsible for gathering evidence, negotiating repayment plans, and facilitating financial transactions like write-offs and refunds. This role requires strong analytical skills and attention to detail to manage complex financial situations.

• Identify and collect advisor and policy owner debts
• Negotiate repayment arrangements with debtors
• Facilitate write-offs, payment settlements, and refunds
• Conduct research and gather data for financial processes
• Handle rejected funds and make necessary adjustments
• Requires strong analytical and communication skills