PURPOSE OF THE JOB
The Premium Accounting Representative performs routine premium accounting/clerical activities with general knowledge of premium accounting transactions requiring collection of premiums, assembling and auditing accounts, processing and posting of account cash, reconciliation of account discrepancies and preparation of various reports. Verifies contracts, policy information and account status.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Perform routine premium accounting functions
This role has no supervisory responsibilities.
EDUCATION AND EXPERIENCE
BS in accounting, finance, or business is required, plus 1 year of customer billing and accounts receivable (A/R) experience. Working knowledge and skills of Microsoft Office, including Excel, Outlook and Word. Experience with automated accounting systems is preferred.
CERTIFICATES, LICENSES, REGISTRATIONS
KNOWLEDGE AND SKILLS
Knowledge of basic math and accounting concepts is required. Working knowledge and skills of Microsoft Office, including Excel and Word. Ability to understand and carry out simple instructions in standard situations. Must be Customer service oriented with strong organizational skills, attention to detail, and must have some understanding of collection procedures. Ability to effectively present information to policyholders, agents, and internal parties.
Office environment – no specific or unusual physical or environmental demands and employees are regularly required to sit, walk, stand, talk, and hear.
This position maps to the Individual Contributor level. Additional competencies required: Active listening, change agility, composure, customer orientation, drive/energy, functional/technical expertise, high standards, integrity, positive impact, results orientation, team player, written communication.
This position operates in an office environment and requires the frequent use of a computer, telephone, copier and other standard office equipment.
This description is a general statement of essential job functions and responsibilities.
The position may include other duties as assigned.