Premium Accounting Associate – San Diego, CA 92130

PURPOSE OF THE JOB
As a Premium Accounting Associate, you perform 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. You verify contracts, policy information and account status.


ESSENTIAL DUTIES AND RESPONSIBILITIES


Perform routine premium accounting functions

  • Responsible for insurance customer billing, accounts receivable, and commission payments
  • 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
  • Handles collections, lapses, and reinstatements
  • Provides service to brokers and sales personnel regarding commissions

SUPERVISORY RESPONSIBILITIES
This role has no supervisory responsibilities.

EDUCATION AND EXPERIENCE
AA or 2-year degree required, plus 1 year of customer billing and accounts receivable experience. Working knowledge and skills of Microsoft Office, including Excel, Outlook and Word. Experience with automated accounting systems is 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. 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.

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: Active listening, change agility, composure, customer orientation, drive/energy, functional/technical expertise, high standards, integrity, positive impact, results orientation, team player, written communication.

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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