PREMIUM ACCOUNTING TECHNICIAN

Anchor General Insurance Agency, Inc.

San Diego, Northern (CA, KY)

Hybrid

USD 30,000 - 34,000

Full time

14 days+
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Job summary

Anchor General Insurance Agency, Inc. is seeking a Premium Accounting Technician in San Diego, CA. The role handles premium payments, posting to the accounting system, and refunds with a focus on accuracy and timely processing.

The ideal candidate will have strong math skills, attention to detail, and experience with MS Office and accounting software. On-site position with a commitment to professional, service-oriented work in a fast-paced environment.

Qualifications

  • Solid math and calculation skills for premiums, refunds, and prorations.
  • Clear verbal and written communication across diverse audiences.
  • Proficient with Microsoft Office and standard accounting software.

Responsibilities

  • Process and post premium payments accurately into the accounting system.
  • Review and sort incoming payments (checks, cash, electronic transfers).
  • Identify and reject delinquent payments according to policy.
  • Process and resolve returned payments from financial institutions.
  • Approve and disburse premium refunds for cancelled policies.
  • Monitor and reconcile producer bank activity and remittances.
  • Communicate with customers, vendors, and staff professionally.

Skills

Math proficiency
Verbal & written communication
MS Office
10-key
Typing 40 wpm
P&C knowledge
Discretion

Education

High school diploma or equivalent
College/technical certificate

Tools

Accounting software
Microsoft Excel

Job description

# PREMIUM ACCOUNTING TECHNICIANHot JobSan Diego, CA 92131## OverviewSalary Range$22.00 - $25.00 Hourly## Description**Position Summary**The Premium Accounting Technician is responsible for performing a variety of accounting and administrative tasks related to premium payments. This role involves reviewing, processing, and reconciling transactions with a focus on accuracy and timeliness. The ideal candidate will have strong attention to detail, the ability to manage multiple priorities, and a commitment to delivering excellent internal and external customer service.---**Responsibilities*** Process and post premium payments accurately into the accounting system.* Review and sort incoming payments, including checks, cash, and electronic transfers.* Identify and reject payments for delinquent accounts according to policy.* Process and resolve returned payments from financial institutions.* Approve and disburse premium refunds, including those related to cancelled policies.* Review and post web-based premium payments and reinstatements.* Operate and maintain remittance processing equipment.* Monitor and reconcile producer bank account activity, including performing account sweeps.* Communicate professionally and clearly with customers, vendors, and internal staff via phone, email, and written correspondence, maintaining strong customer service and professionalism even under pressure.* Investigate and resolve inquiries related to premium payments by analyzing records and documenting outcomes.* Maintain documentation in appropriate systems using accurate data entry practices.* Ensure timely response to inquiries and tasks.* Adhere to company, state, and federal timelines and regulatory requirements.* Work adaptably and collaboratively within a fast-paced, high-volume team environment.* Uphold a high standard of attendance and punctuality.* Accept and apply feedback constructively to support continuous improvement.* Perform additional tasks and responsibilities as assigned by leadership.---## Qualifications**Qualifications & Skills*** Solid math and calculation skills, including the ability to accurately compute interest, percentages, prorations, and other financial figures used in premium transactions and refunds.* Proficient in verbal and written communication across diverse audiences.* Proficient in Microsoft Office Suite and standard accounting software systems.* Keyboard and 10-key proficiency required.* Ability to type at least 40 words per minute.* Familiarity with P&C (Property & Casualty) insurance practices is preferred.* High level of discretion and ability to handle confidential information.---**Education & Experience*** High school diploma or equivalent required.* Certificate from college or technical school preferred.* Minimum of 1 year of office experience required; accounting or insurance-related experience a plus.* A combination of relevant education and experience may be considered.\\*on-site
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