Premium Accounting Specialist

UTG/The Stanford; Stanford (KY); Vor Ort; USD 42.000 - 54.000; Vollzeit

Zusammenfassung

UTG/The Stanford is seeking a Premium Accounting Specialist to ensure life insurance premium payments are applied accurately and on time. You will handle bank drafts, government allotments, and returned checks, with responsibility for daily reports and monthly reconciliations.

The role also serves as a point of contact for internal teams regarding policy information, premiums, and financial values. A high school diploma and 1–2 years in accounting or billing are required.

Qualifikationen

• High school diploma or equivalent.
• 1–2 years accounting, billing, or payment processing experience.
• Strong numerical accuracy and attention to detail.
• Proficient with Excel and MS Office.
• Excellent written and verbal communication.
• Ability to handle confidential financial data.

Aufgaben

• Review and apply premium payments.
• Process and respond to internal requests involving research on the application of client premium funds.
• Process client checks or drafts returned from the bank.
• Upload and process bank draft files and government allotment payments.
• Generate a variety of daily reports.
• Complete various monthly reconciliations.
• Review suspense inventory.
• Review and update client list bills monthly.
• Reset billing dates for applicable policies monthly.
• Perform other duties as assigned.

Kenntnisse

Attention to detail

Communication skills

Time management

Confidential data handling

Excel proficiency

Ausbildung

High school diploma or equivalent

Tools

Microsoft Excel

Jobbeschreibung

Position Summary

The Premium Accounting Specialist ensures life insurance premium payments are applied accurately and on time, including processing bank drafts, government allotments, and returned checks. This position prepares daily reports and monthly reconciliations, reviews suspense inventory, and maintains billing records for client policies. This role also serves as a point of contact for internal teams, answering questions about policy information, premiums, and financial values.

Key Responsibilities

• Review and apply premium payments.

• Process and respond to internal requests involving research on the application of client premium funds.

• Process client checks or drafts returned from the bank.

• Upload and process bank draft files and government allotment payments.

• Generate a variety of daily reports.

• Complete various monthly reconciliations.

• Review suspense inventory.

• Review and update client list bills monthly.

• Reset billing dates for applicable policies monthly.

• Perform other duties as assigned.

• High school diploma or equivalent.

• 1-2 years of experience in accounting, billing, payment processing, or a similar financial role.

• Strong attention to detail and accuracy with numerical data.

• Proficiency in Microsoft Excel and other Microsoft Office applications.

• Excellent written and verbal communication skills.

• Ability to manage multiple tasks and meet daily and monthly deadlines.

• Ability to handle confidential financial and customer information.

Equal Opportunity Employer - All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.