Premium Accounting Associate

1 month ago


Clearwater, United States Integrity Marketing Group Full time

About Insurance Administrative Solutions

Insurance Administrative Solutions (IAS) is a third-party provider of comprehensive administrative solutions for our clients in the insurance industry.

We offer a business process outsourcing solution that helps insurers optimize administrative workload, bolster their industry expertise, leverage emerging technologies, and streamline operations.

With strong industry knowledge, we deliver value to our customers by providing compassionate customer service, efficient processing, and quality results.

Here at IAS, we embrace the fact that great things are only accomplished by working as a team. We believe that all of our employees have valuable input no matter the level. Our highly collaborative team environment offers each of our employees a place where they can excel.

Job Summary:

Premium and general accounting to include the preparation and input of cash receipts, cash disbursements, and general journal entries. To record premium collection for each policyholder, by client, and balance company for month-end closing.

Primary Responsibilities:

Prepare incoming premium collection for scan/data entry to apply premium (direct bill and lockbox).

Prepare deposits for Remote Deposit Capture.

Prepare cash receipts to record deposits in the general ledger for each client.

Input check requests into Autocheck program.

Maintain cash logs for deposits, receipts, returned items, and any journal entries pertaining to cash accounts.

Balance cash logs and other Excel spreadsheets to the general ledger on a weekly basis and at the end of each month for month-end closing.

Correspond with Customer Service and New Business departments for any research items as needed.

Maintain imaging folders for each company, by type of input document, and save in a file for month-end.

Write up reversal of premiums and application of premiums as directed by Customer Service Department.

Data entry of cash receipts, cash disbursements, and general journal entries.

Scan/Data entry for premium collection batches.

Process deposits at the RDC and verify amounts deposited match the amounts/dates on calculator tapes.

Print deposit reports, download, and save lockbox items from the bank website.

Reconcile QicLink Daily and Weekly Claims Registers from the Claims Department.

Maintain QicLink Claims spreadsheets by month.

Primary Skills & Requirements:

Ability to work independently and with others and follow department procedures.

Organizational skills.

Experience with Excel, Word, Outlook, and Adobe Acrobat.

Filing, data entry, and typing skills with accuracy.

Honesty and respect for the company and its policies & procedures are crucial.

High School Diploma or GED equivalent.

Associates or Bachelor Degree in Accounting/Bookkeeping preferred.

Bookkeeping experience and accurate 10-key by touch required. Moderate Excel skills.

Must be local or residing in the nearby area. This is an in-office position.

Schedule:

Monday to Friday

37 hour work week

About Integrity

Integrity is one of the nation's leading independent distributors of life, health, and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike.

Integrity is driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting-edge. Why? Because we put our people first.

At Integrity, you can start a new career path at a company you'll love, and we'll love you back.

We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily.

Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.

Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone, or online.

Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity, LLC is an Equal Opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.

In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.



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