Accountant & Rate Analyst
U-Haul•Phoenix, AZ
•Onsite
About The Position
Accountant & Rate Analyst supports the Actuarial and Finance teams in the administration of Medicare Supplement (Med Supp) rate filings, regulatory tracking, and policyholder communications. This position assists in ensuring compliance with Med Supp regulations, coordinating with internal teams on state filings, and maintaining documentation for regulatory approvals.
Requirements
- 1-2 years of experience in Accounting or Finance related field, actuarial support, or operations (Med Supp experience preferred but not required)
- Basic understanding of insurance compliance and state filing processes
- Strong organizational skills and attention to detail
- Good communication and teamwork skills
- Experience working with automated workflow routing systems
- Demonstrate proficiency in Microsoft Office products with a focus on Excel
- General ledger operational knowledge preferred, but not required
- Ability to communicate effectively with peers and inter-departmental groups
- Self-starter with hands-on learning ability
Nice To Haves
- Med Supp experience preferred but not required
Responsibilities
- Balance and match internal banking activity to internal reports
- Prepare cash activity journal entries for all incoming receipts to the general ledger
- Confirm disbursement approvals for daily ACH system files before release to the bank
- Process and record check voids at bank
- Prepare monthly bank reconciliation support files and reconcile multiple bank accounts
- Assist in gathering documents and support for auditors
- Communicate and work with other accounting and operations departments regarding cash balances, ACH file corrections, check voids and returns, special receipt processing and other day to day cash inquiries
- Update daily treasury rates in administrative system
- Provide day to day accounting operations support and assistance with administrative tasks
- Assist the Treasury team in the development, revisions, and implementations of Treasury Operations policy & procedures and process improvements.
- Perform daily general ledger reconciliation
- Assist with other Treasury Operation projects
- Assist in the preparation and submission of Med Supp rate filings with state regulators.
- Monitor and track filing deadlines, approvals, and required documentation.
- Research and summarize regulatory requirements related to Med Supp pricing and policyholder notifications.
- Work closely with Actuarial and Finance to collect data needed for rate filings.
- Assist in reviewing and drafting policyholder notices related to rate changes.
- Support Operations and Customer Service in implementing and explaining rate updates.
- Track and document changes in compliance policies affecting Med Supp products.
- Monitor changes in Med Supp regulations at both state and federal levels.
- Maintain organized records of all filings, approvals, and correspondence with regulators.
Benefits
- Medical insurance
- Prescription drug plans
- Dental & Vision plan with hearing care discounts
- Onsite medical clinic for team members and eligible family members
- New indoor fitness gym (Midtown Phoenix campus)
- Get Fit Gym Reimbursement Program
- Registered Dietitian Program
- WeightWatchers®
- CVS Virtual Care
- U‑Haul Kids Program
- 24‑Hour Nurse Line
- Wellness Program (Healthier You initiatives & challenges)
- Mindset App Reimbursement
- Pet Insurance & Wellness plans
- Career stability
- Opportunities for advancement
- Valuable on‑the‑job training
- Tuition Reimbursement Program
- Free online courses for personal and professional development at U‑Haul University®
- 401(k) Savings Plan
- Employee Stock Ownership Plan (ESOP)
- Company‑paid life insurance
- Voluntary life insurance options
- Short-Term and Long‑Term Disability
- Critical Illness, Accident & Hospital Indemnity plans
- Business & business travel insurance
- MetLaw Legal Program
- MetLife Auto & Home Insurance
- LifeLock Identity Theft Protection
- Dave Ramsey’s SmartDollar® Financial Wellness Program
- U‑Haul Federal Credit Union
- Paid holidays, vacation, and sick time
- You Matter Employee Assistance Program (EAP)
- Discounts on cell phone plans, hotels, computers, vehicles & more
- Community involvement & volunteer opportunities
- U‑Haul Mothers Program (Paid maternity leave)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
