Policy Accountant & Audit Administrator - Life Insurance

Advantage Life Insurance • San Juan, PR

1d

About The Position

The Policy Accountant & Audit Administrator - Life Insurance role supports the client services team in the preparation and processing of documentation related to daily insurance company transactions, as well as correspondence with clients and service providers.

Requirements

• Excellent communication, analytical and computer skills
• Proven working knowledge of Microsoft Word and Excel
• Excellent command of written and spoken English
• Highly motivated and committed professional
• Ability to work independently with minimal supervision and meet tight deadlines
• Strong organizational skills and problem‑solving skills
• Bachelor’s degree in finance or accounting required
• One to two years of experience in audit or accounting, bookkeeping (internship experience accepted)
• Basic to intermediate proficiency in Microsoft Excel
• Foundational knowledge of preparing basic financial statements
• Ability to work effectively under pressure while maintaining a high level of accuracy and attention to detail

Responsibilities

• Assist in the preparation of audit planning and management, quarterly policy statements, payments to service providers, and related correspondent banking transactions
• Manages the MASTTRO platform, including reconciliation of daily transactions, registration of new accounts, ensuring account connectivity, and maintaining up-to-date valuations for private investments
• Handles verbal and written inquiries related to insurance transactions
• Supports daily accounting activities by ensuring banking, investment, and other financial transactions are accurately recorded
• Assists with policy fee calculations, billing, and collection processes
• Ensures reinsurance schedules are prepared accurately on a quarterly basis

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level