Job Description
Job Description
JOB SUMMARY
To perform a variety of clerical, technical and specialized accounting tasks associated with the processing of insurance policy payments, disbursements, and account reconciliations related to customer billing.
DUTIES & RESPONSIBLITIES
- Perform various clerical accounting tasks associated with a primary accounting function, requiring mastery of a number of technical policies and procedures related to that function.
- Provide excellent customer service by supporting the underwriting department on an as needed basis when responding to a wide range of escalated inquiries from agents, insureds and mortgage companies.
- Apply payments to policies, including unapplied cash received with new applications, ACH, credit cards and sweep payments.
- Prepare a daily banking deposit.
- Prepare and process disbursement of payments for return premiums.
- Perform or assist with routine account balancing and reconciliation tasks, such as verifying totals between your system reports and disbursed amounts.
- Review and process tasks related to electronic funds transfer.
- Prepare information for policies to be sent to collections and review reports.
- Perform a variety of miscellaneous tasks, including transferring money, processing stop payments, check returns, write-offs and non-sufficient funds.
- Prepare and use system generated reports.
- Prepare reports, letters and accounting forms, using Word, Document Manager and Excel.
- Analyze and solve problem accounts. Refer, with recommendations unusual circumstances to manager.
- Organize and file information as needed.
- Performs other duties or special projects as required or as assigned.
SUPERVISION RECEIVED
Supervision is received from the Accounts Receivable Manager.
QUALIFICATIONS
- Associate Degree plus five or more years of relevant experience, or a combination of education and experience from which comparable knowledge and skills are required.
- Strong bookkeeping and/or accounting knowledge and skills including completed courses desirable.
- Strong math skills.
- Excellent customer service skills.
- Familiarity with computerized accounting systems and various software.
- Excellent typing/data entry and other general clerical skills.
- Ability to work effectively and cooperatively with a variety of company personnel,
- Excellent with PC applications, including Microsoft Outlook, Word and Excel.
PHYSCIAL DEMANDS/WORKING CONDITIONS
- Predominantly sedentary office position in a professional setting with high frequency of keyboarding/computer work and phone use.
- The physical demands are minimal and typical of similar jobs in comparable organizations.
- The work environment is representative and typical of similar jobs in comparable organizations.
The salary range reflected is a good faith estimate of base pay for the position. In addition to base salary, this role is incentive compensation and benefits eligible, and individual salary will ultimately be determined based on individual experience, skills, qualifications and geographic location.