Accountant & Rate Analyst

U-Haul; Phoenix (AZ); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision plan

401(k) Savings Plan

ESOP

Tuition Reimbursement Program

Paid holidays, vacation, and sick time

Onsite medical clinic

Career stability

Opportunities for advancement

Company-paid life insurance

Job summary

U-Haul seeks an Accountant & Rate Analyst in Phoenix, AZ to support Medicare Supplement (Med Supp) rate filings, regulatory tracking, and policyholder communications. You will help ensure regulatory compliance, coordinate state filings, and maintain documentation for approvals.

The role requires 1–2 years of accounting/finance experience, a Bachelor’s degree in business/Accounting/Finance, and strong Excel and organization skills. Onsite in Midtown Phoenix with solid benefits.

Qualifications

• 1–2 years in Accounting or Finance, Med Supp experience preferred but not required.
• Basic understanding of insurance filings and state filing processes.
• Strong organization and communication skills with attention to detail.

Responsibilities

• Balance and match internal banking activity to internal reports
• Prepare cash activity journal entries for all incoming receipts to the general ledger
• Confirm disbursement approvals for daily ACH system files before release to the bank
• Process and record check voids at bank
• Prepare monthly bank reconciliation support files and reconcile multiple bank accounts
• Assist in gathering documents and support for auditors
• Communicate and work with other accounting and operations departments regarding cash balances, ACH file corrections, check voids and returns, special receipt processing and other day to day cash inquiries
• Update daily treasury rates in administrative system
• Provide day to day accounting operations support and assistance with administrative tasks
• Assist the Treasury team in the development, revisions, and implementations of Treasury Operations policy & procedures and process improvements.
• Perform daily general ledger reconciliation
• Assist with other Treasury Operation projects
• Assist in the preparation and submission of Med Supp rate filings with state regulators.
• Monitor and track filing deadlines, approvals, and required documentation.
• Research and summarize regulatory requirements related to Med Supp pricing and policyholder notifications.
• Work closely with Actuarial and Finance to collect data needed for rate filings.
• Assist in reviewing and drafting policyholder notices related to rate changes.
• Support Operations and Customer Service in implementing and explaining rate updates.
• Track and document changes in compliance policies affecting Med Supp products.
• Monitor changes in Med Supp regulations at both state and federal levels.
• Maintain organized records of all filings, approvals, and correspondence with regulators.

Skills

1-2 years accounting

Microsoft Excel

General ledger

Attention to detail

Communication skills

Education

Bachelor's degree in Business/Accounting/Finance

Tools

ERP systems

Job description

United States

This position is not eligible for employer sponsorship. Applicants must be legally authorized to work and must not require employer sponsorship.

Location

2721 N Central Ave, Phoenix, Arizona 85004 United States of America

To ensure a fair and consistent evaluation process, candidates are expected to complete all interviews and assessments independently and without the use of artificial intelligence tools (including AI-generated responses, prompts, or real-time assistance). Use of AI throughout the application and recruiting process may result in removal from consideration. Our goal is to get to know your authentic experiences, communication style, and problem-solving approach.

Job Description

Accountant & Rate Analyst supports the Actuarial and Finance teams in the administration of Medicare Supplement (Med Supp) rate filings, regulatory tracking, and policyholder communications. This position assists in ensuring compliance with Med Supp regulations, coordinating with internal teams on state filings, and maintaining documentation for regulatory approvals.

Key Responsibilities

• Balance and match internal banking activity to internal reports
• Prepare cash activity journal entries for all incoming receipts to the general ledger
• Confirm disbursement approvals for daily ACH system files before release to the bank
• Process and record check voids at bank
• Prepare monthly bank reconciliation support files and reconcile multiple bank accounts
• Assist in gathering documents and support for auditors
• Communicate and work with other accounting and operations departments regarding cash balances, ACH file corrections, check voids and returns, special receipt processing and other day to day cash inquiries
• Update daily treasury rates in administrative system
• Provide day to day accounting operations support and assistance with administrative tasks
• Assist the Treasury team in the development, revisions, and implementations of Treasury Operations policy & procedures and process improvements.
• Perform daily general ledger reconciliation
• Assist with other Treasury Operation projects

Regulatory Filings Support

• Assist in the preparation and submission of Med Supp rate filings with state regulators.
• Monitor and track filing deadlines, approvals, and required documentation.
• Research and summarize regulatory requirements related to Med Supp pricing and policyholder notifications.

Cross-Department Coordination

• Work closely with Actuarial and Finance to collect data needed for rate filings.
• Assist in reviewing and drafting policyholder notices related to rate changes.
• Support Operations and Customer Service in implementing and explaining rate updates.
• Track and document changes in compliance policies affecting Med Supp products.

Regulatory Monitoring & Reporting

• Monitor changes in Med Supp regulations at both state and federal levels.
• Maintain organized records of all filings, approvals, and correspondence with regulators.

Education

• Bachelor’s degree in Business, Accounting or Finance, Insurance, or Risk Management.

Skills

• 1-2 years of experience in Accounting or Finance related field, actuarial support, or operations (Med Supp experience preferred but not required)
• Basic understanding of insurance compliance and state filing processes
• Strong organizational skills and attention to detail
• Good communication and teamwork skills
• Experience working with automated workflow routing systems
• Demonstrate proficiency in Microsoft Office products with a focus on Excel
• General ledger operational knowledge preferred, but not required
• Ability to communicate effectively with peers and inter-departmental groups
• Self-starter with hands‑on learning ability

U ‑ Haul Offers

• Medical insurance
• Prescription drug plans
• Dental & Vision plan with hearing care discounts
• Onsite medical clinic for team members and eligible family members
• New indoor fitness gym (Midtown Phoenix campus)
• Get Fit Gym Reimbursement Program
• Registered Dietitian Program
• WeightWatchers®
• CVS Virtual Care
• U‑Haul Kids Program
• 24‑Hour Nurse Line
• Wellness Program (Healthier You initiatives & challenges)
• Mindset App Reimbursement
• Pet Insurance & Wellness plans
• Career stability
• Opportunities for advancement
• Valuable on‑the‑job training
• Tuition Reimbursement Program
• Free online courses for personal and professional development at U‑Haul University®
• 401(k) Savings Plan
• Employee Stock Ownership Plan (ESOP)
• Company‑paid life insurance
• Voluntary life insurance options
• Short-Term and Long‑Term Disability
• Critical Illness, Accident & Hospital Indemnity plans
• Business & business travel insurance
• MetLaw Legal Program
• MetLife Auto & Home Insurance
• LifeLock Identity Theft Protection
• Dave Ramsey’s SmartDollar® Financial Wellness Program
• U‑Haul Federal Credit Union
• Paid holidays, vacation, and sick time
• You Matter Employee Assistance Program (EAP)
• Discounts on cell phone plans, hotels, computers, vehicles & more
• Community involvement & volunteer opportunities
• U‑Haul Mothers Program (Paid maternity leave)

U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (“U-Haul”), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re‑hire individuals who use nicotine products. The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.

U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.