Premium Accounting Associate

ICW Group San Diego , CA 92140

Posted 2 weeks ago

Have an interest in accounting? Curious about the insurance industry? Then this is the job for you! We're looking for a Premium Accounting Associate to join our team. You will perform routine premium accounting/clerical activities with general knowledge of premium accounting transactions requiring collections of premiums, assembling and auditing accounts, and more. It's a great entry level opportunity to get your foot in the door with a growing company!

PURPOSE OF THE JOB

The purpose of this job is to perform routine premium accounting and clerical activities. This position exists to assist the accounting department with account activities while providing excellent customer service in line with Company standards.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Performs routine premium accounting functions.

  • Handles all incoming mail and distribution of e-mail, fax and hard copy correspondence

  • Scans and saves documentation in network drives

  • Reviews and processes internal office e-mails regarding action to be taken on policies

  • Assists Premium Accounting Representatives with administrative and accounting tasks.

Provides accounting services to customers.

  • Handles communication to insureds, agents, and underwriters in regards to payments and policy status.

  • Provides service to customers regarding types of payments and reconciles accounts

  • Provides service to brokers and sales personnel regarding commissions.

Prepares reports and resolves discrepancies.

  • Verifies contracts, policy information, and account status.

  • Assists in reconciling account discrepancies.

  • Prepares various reports as requested.

SUPERVISORY RESPONSIBILITIES

None

EDUCATION AND EXPERIENCE

High School diploma or General Education Development (GED) required.

CERTIFICATES, LICENSES, REGISTRATIONS

None

KNOWLEDGE AND SKILLS

Knowledge of basic math and accounting concepts is required. Working knowledge and skills of Microsoft Office, including Excel, Outlook, and Word preferred. Ability to understand and carry out simple instructions in standard situations. Must be Customer service oriented with strong organizational skills and attention to detail. Ability to effectively present information to policyholders, agents, and internal parties.

PHYSICAL REQUIREMENTS

Office environment - no specific or unusual physical or environmental demands and employees are regularly required to sit, walk, stand, talk, and hear.

COMPETENCIES

This position maps to the Individual Contributor level. Additional competencies required: None.

WORK ENVIRONMENT

This position operates in an office environment and requires the frequent use of a computer, telephone, copier, and other standard office equipment.


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Premium Accounting Associate

ICW Group