Description
As a Policy Accounting & Support Associate, you will receive and process payments, remittances, and checks. Your role will include daily balancing of premium accounts, receiving and processing premium payments, policy changes, surrenders, maturities, loans, and updates.
Your responsibilities will include:
Enters data to process policy accounting transactions to record payments information.
Performs daily balancing of select accounts to ensure out internal systems and the general ledger are in sync.
Responsible for researching a variety of reports for discrepancies and stale entries. Determine proper actions and apply payments.
Responsible for researching unpaid checks and EFT returns, analyzing and researching returned items to determine the best course of action. Updates system and communicates as needed.
Reviews and processes requested changes to policies.
Requirements
Associate’s degree or equivalent work experience in lieu.
1+ years of experience in a position with a focus on math or accounting. Life insurance administration experience is a plus, but not necessary.
Proficiency in Microsoft office products.
Knowledge of ACH transaction or general principles of accounting systems is preferred.
LifePro experience is a plus.
Pay and Benefits Summary:
An excellent schedule – office closes at 1 p.m. every Friday
Annual profit sharing
401(k) with company match with discretionary contribution
Company-sponsored group medical and dental insurance
Company-paid life insurance
Company-paid long-term disability
Hybrid work environment
Paid holidays
Generous vacation time and sick leave
Paid parental leave
Casual dress year-round
About Homesteaders:
Homesteaders Life Company, a mutual company owned by its policy holders, is a national leader providing products and services to help people design a better farewell. Founded in 1906, Homesteaders is known for secure preneed funding and innovative solutions that help funeral and end-of-life professionals and consumers connect with each other.
We are currently hiring in AL, FL, GA, IA, IN, KS, LA, MI, MS, MT, NC, NE, OH, OK, PA, SC, TN, TX, UT, VA, WI, WV
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.