Premium Accounting Processor

Investors Heritage; Frankfort (KY); On-site; USD 36,000 - 48,000; Full time

Job summary

Investors Heritage in Frankfort, Kentucky seeks a Premium Accounting Processor to join our home office team. The role balances answering calls from agents and policyholders with processing premium payments and maintaining accurate records.

Ideal candidates have strong phone communication, attention to detail, and comfort with deadline-driven data entry, along with proficiency in Microsoft Office and the ability to work both independently and with a team.

Qualifications

• Two years of college studies or at least two years of customer service, administrative, or accounting-support experience.
• Excellent communication (verbal and written) and interpersonal skills.
• Patient, professional demeanor when handling customer and agent inquiries.
• Strong attention to detail and accuracy, particularly with numbers and records.
• Ability to work both independently and collaboratively in a growing business.
• Comfortable spending the majority of the workday on the phone.
• Strong skills with Microsoft Office.
• Demonstrates initiative and persistence.
• Able to exercise independent judgment.
• Commits to satisfying internal and external customers.
• Bookkeeping, banking, or financial services experience a plus, but not required.

Responsibilities

• Answers incoming phone calls from agents and policyholders, serving as a primary point of contact for premium accounting inquiries.
• Researches and resolves caller questions regarding payments, billing, and account status, escalating complex issues as needed.
• Processes premium payments accurately and within required deadlines.
• Enters and updates policyholder and payment data in company systems.
• Assists clients through written correspondence including email, fax, and mail.
• Organization of print, fax and email paperwork.
• Scanning of documents to electronic image system.
• Other duties as necessary.

Skills

Phone communication

Data entry

Attention to detail

Interpersonal skills

Customer service

Independence

Team collaboration

Education

Two years college

Tools

Microsoft Office

Job description

About Investors Heritage

Since 1960, Investors Heritage has offered life insurance and annuity products that help individuals plan for retirement and preserve their legacies. Headquartered in Frankfort, Kentucky and licensed in nearly every U.S. state, we combine deep regional roots with a national presence-delivering forward-thinking, tech-enabled solutions grounded in the old-fashioned value of personal service.

In 2018, Investors Heritage was acquired by Aquarian Holdings as its flagship insurance carrier. With the backing of Aquarian, success of our products and our solid partnerships, we've entered a period of strategic growth and innovation – earning multiple recognitions as one of the fastest growing life and annuity insurers in the country.

And we're not stopping there. We continue to innovate sensibly, build relationships with our partners and deliver exceptional service to our clients. Having that kind of foundation – one built on reliability, consistency, and quality – grounds everything we do at Investors Heritage. We\'re looking for talented, driven individuals who want to grow with us.

We are seeking a Premium Accounting Processor to join our home office team in Frankfort, Kentucky. This role balances answering phone calls from agents and policyholders with processing premium payments and maintaining accurate records. The position requires strong phone communication skills along with comfort in detail-heavy, deadline-driven data entry work.

Specific responsibilities may include but are not limited to:

Job Responsibilities:

• Answers incoming phone calls from agents and policyholders, serving as a primary point of contact for premium accounting inquiries


• Researches and resolves caller questions regarding payments, billing, and account status, escalating complex issues as needed


• Processes premium payments accurately and within required deadlines


• Enters and updates policyholder and payment data in company systems


• Assists clients through written correspondence including email, fax, and mail


• Organization of print, fax and email paperwork


• Scanning of documents to electronic image system


• Other duties as necessary

Qualifications:

• Two years of college level studies or at least two years of customer service, administrative, or accounting-support experience


• Excellent communication (verbal and written) and interpersonal skills


• Patient, professional demeanor when handling customer and agent inquiries


• Strong attention to detail and accuracy, particularly with numbers and records


• Ability to work both independently and collaboratively in a growing business


• Comfortable spending the majority of the workday on the phone


• Strong skills with Microsoft Office


• Demonstrates initiative and persistence


• Able to exercise independent judgment


• Commits to satisfying internal and external customers


• Bookkeeping, banking, or financial services experience a plus, but not required

Investors Heritage is an equal opportunity employer. Investors Heritage is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Investors Heritage does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Investors Heritage makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.