Premium Accounting Specialist II

Citizens, Inc.•Austin, TX

17h•Onsite

About The Position

Citizens, Inc. is seeking a resourceful, detail-oriented accounting specialist with strong customer-service skills to join its accounting team. The position performs mid-level accounting transactions and data entry with a high degree of accuracy, primarily organizing, entering, and reconciling insurance premium receipts. The role is based at the company’s corporate headquarters in Austin, Texas, and reports to the Premium Accounting Manager. The position maintains premium records, processes and reconciles premium transactions, researches discrepancies and suspense items, and assists with monthly policy-accounting balance sheet reconciliations. It also involves communicating professionally with representatives, clients, coworkers, and management, and mentoring teammates as needed.

Requirements

Associate degree in accounting or a related field, or 2–3 years of experience in premium accounting or related roles within the insurance industry; experience and education may be substituted for one another.
Ability to quickly learn new concepts, procedures, and technologies and adapt to changing environments and tasks.
Mid-level understanding of accounting principles and techniques.
Understanding of ledger entries.
Ability to enter a large number of accounting transactions with a high degree of accuracy.
Ability to calculate discounts, interest, percentages, and proportions.
Strong organizational skills, including prioritization and follow-up, and ability to manage competing demands and priorities.
Ability to take initiative and work independently.
Ability to communicate effectively and diplomatically and maintain professionalism with representatives, clients, and coworkers.

Nice To Haves

Fluency in Spanish, Portuguese, or Mandarin.

Responsibilities

Maintain an accurate and efficient Premium Master Record using premium information supplied by external customers and other company departments.
Reconcile and balance premium accounting transactions daily.
Process, input, and monitor premium items, including wire transfers and credit cards, in accordance with internal control guidelines.
Assess, research, and correct premium accounting discrepancies, collaborating with Accounting team members or other company departments as needed.
Process and record returned premium accounting transactions.
Review, research, and resolve assigned suspense items in a timely manner.
Assist with monthly explanations of assigned policy-accounting balance sheet reconciliations.
Communicate effectively and diplomatically by telephone and in person, maintain professionalism with representatives, clients, and coworkers, and clearly communicate and escalate issues to management.
Mentor other team members as needed and work effectively as part of a team.