Policy Accounting & Support Associate
Homesteaders Life Company•West Des Moines, IA
•$41,000 - $43,000•Hybrid
About The Position
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.
Requirements
- Associate’s degree or equivalent work experience in lieu.
- 1+ years of experience in a position with a focus on math or accounting.
- Proficiency in Microsoft office products.
Nice To Haves
- Life insurance administration experience is a plus, but not necessary.
- Knowledge of ACH transaction or general principles of accounting systems is preferred.
- LifePro experience is a plus.
Responsibilities
- 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.
Benefits
- 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
- Paid holidays
- Generous vacation time and sick leave
- Paid parental leave
- Casual dress year-round
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
