Premium Accounting Representative

ICW Group San Diego , CA 92140

Posted 3 months ago

ABOUT YOUR 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. Responsible for maintaining a relationship with insureds, agents, and underwriters in a specified territory.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Perform routine premium accounting functions

  • Responsible for insurance customer billing, accounts receivable, and commission payments

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

  • Handles collections, lapses, and reinstatements

  • Provides service to brokers and sales personnel regarding commissions

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

SUPERVISORY RESPONSIBILITIES

This role has no supervisory responsibilities.

EDUCATION AND EXPERIENCE

AA or 2-year degree required. 1 year of customer billing and accounts receivable experience, and experience with automated accounting systems preferred.

CERTIFICATES, LICENSES, REGISTRATIONS

None required.

KNOWLEDGE AND SKILLS

Knowledge of basic math and accounting concepts is required. Working knowledge and skills of Microsoft Office, including Excel and Word required, and experience with automated accounting systems preferred. 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.

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: Initiative.

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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