Premium Billing & Reconciliation Analyst

Horace Mann - Agent Opportunities; Plano (TX); On-site; USD 30,000 - 40,000; Full time

Job summary

Horace Mann seeks a detail-oriented Premium Accounting Analyst to support processing, reconciliation, and management of premium payments and customer accounts. You’ll research payment discrepancies, reconcile activity to the General Ledger, and work with internal teams and policy payors to ensure accurate billing and timely transactions.

The ideal candidate has a strong accounting foundation, excellent research skills, and a commitment to accuracy and service.

Qualifications

• High School Diploma or GED.
• 3+ years of experience in accounts receivable, accounts payable, premium accounting, general accounting, or related financial operations.
• Strong analytical, research, and reconciliation skills.
• Excellent attention to detail and commitment to accuracy.
• Strong organizational and time-management abilities.
• Effective written and verbal communication skills.
• Ability to manage multiple priorities and independently research issues through resolution.

Responsibilities

• Receive, research, and process premium payments rejected by financial institutions.
• Balance processing systems to the General Ledger daily for Lockbox, Credit Card, and Bank Draft transactions.
• Ensure premium billing is accurate across Credit Card, Bank Draft, and Direct Notice payment methods.
• Code premium check exceptions for Lockbox processing.
• Research policies with missing cash receipts and complete account adjustments as necessary.
• Research and resolve void check requests related to premium refunds.
• Manage List Bill and Government Allotment premium suspense accounts.
• Analyze suspense activity daily and resolve outstanding items for the team and partner departments.
• Update customer payment methods based on requests from financial institutions or policy payors.
• Research and complete required external reports accurately and timely.
• Process customer account changes and payment-related transactions, including manual charges, payment mode changes, and online web payments.
• Process policy cancellations and ensure required communications are sent to policy payors.
• Communicate with policy payors through established correspondence systems regarding account and payment activity.
• Analyze and respond to internal and external communications, investigate premium accounting discrepancies, and collaborate with internal partners to resolve issues.

Skills

Analytical skills

Reconciliation skills

Attention to detail

Written and verbal communication

Organization and time management

Issue research and resolution

Education

High School Diploma or GED

Job description

Horace Mann seeks a detail-oriented Premium Accounting Analyst to support processing, reconciliation, and management of premium payments and customer accounts. You’ll research payment discrepancies, reconcile activity to the General Ledger, and work with internal teams and policy payors to ensure accurate billing and timely transactions.

The ideal candidate has a strong accounting foundation, excellent research skills, and a commitment to accuracy and service.