U Trust Insurance Agency LLC®
11 - 50 employees
Founded 2018
🤝 B2B
🚗 Transport
B2B • Transport
U Trust Insurance Agency LLC® is a specialized insurance agency focused on providing tailored trucking insurance solutions for owner-operators, small carriers, and large fleets. The firm offers coverage for all classes of trucking including auto haulers, flatbeds (including overweight load permits), dry vans, box and straight trucks, and supports new ventures through their first year. U Trust emphasizes industry-specific expertise, 24/7 claims handling partnerships, BBB accreditation, and regional presence with East and West Coast offices to serve transportation businesses.
Accounts Receivable Specialist
🔥 0 minutes ago
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U Trust Insurance Agency LLC®
11 - 50 employees
Founded 2018
🤝 B2B
🚗 Transport
B2B • Transport
U Trust Insurance Agency LLC® is a specialized insurance agency focused on providing tailored trucking insurance solutions for owner-operators, small carriers, and large fleets. The firm offers coverage for all classes of trucking including auto haulers, flatbeds (including overweight load permits), dry vans, box and straight trucks, and supports new ventures through their first year. U Trust emphasizes industry-specific expertise, 24/7 claims handling partnerships, BBB accreditation, and regional presence with East and West Coast offices to serve transportation businesses.
📋 Description
• Monitor client accounts and track outstanding balances; follow up on unpaid invoices, payment reminders, and any billing questions • Apply incoming payments to the correct accounts, invoices, and policies • Maintain AR and aging reports; identify overdue accounts and escalate unresolved issues • Reconcile payments against internal systems and bank/payment data; investigate discrepancies (duplicates, incorrect amounts, missing payments) • Reconcile premium trust accounts in line with insurance compliance requirements • Communicate with insured, underwriters and all internal departments on billing matters • Support month-end close (AR sub-ledger to GL reconciliation), including journal entries and GL posting • Maintain clear, accurate records of all payment-related communication • Support the Accounting Department with reports, data entry, and other AR tasks as needed • Follow regulatory guidelines, company’s policies and procedures; maintain high level of compliance and confidentiality of client and financial data
🎯 Requirements
• Previous experience in Accounts Receivable, billing, bookkeeping, accounting support, or a similar finance-related role • Experience with payment follow-ups, reconciliations, or AR aging reports • Strong attention to detail and accuracy • Good understanding of invoices, payments, balances, and accounting principles • Ability to work with spreadsheets and financial reports • Ability to communicate professionally with clients and internal team members • Good organizational and time management skills • Ability to work independently in a remote environment • Excellent written and verbal English communication skills • Comfortable working with multiple systems and learning new software • Ability to work Monday–Friday during Pacific Time business hours • Reliable internet connection and a quiet work environment • Experience in the insurance industry is a plus • Experience with QuickBooks, Applied Epic, Salesforce, or similar systems is a plus • Experience working with U.S.-based companies or clients is preferred (especially US bank reconciliation)
🏖️ Benefits
• Remote work opportunity • Full-time position with a growing company • Opportunity to work with a professional and supportive team • Clear processes, training, and internal support • Long-term growth opportunities within the company • Hands-on experience in the commercial insurance industry
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