Premium Accounting Specialist
Core
Reconcile and manage insurance premium transactions, accounts receivable, and collections to ensure accurate financial reporting and cash flow.
Role type
Premium Accounting Specialist
Builds
Insurance premium payments, broker commissions, state taxes, and credit refunds
Domain
Insurance / Financial Services
Required skills
Accounts receivable management, cash application, accounts payable reconciliation, collections process, financial reporting, audit support, regulatory compliance, data analysis, Microsoft Excel, process documentation
Preferred skills
Insurance background
Technologies
Microsoft Office Suite (Teams, Outlook, Word, Excel), financial systems
Responsibilities
Reconcile and maintain accounts payable and suspense accounts; manage outstanding account balance communication; partner with collection agencies; communicate with insured, agents, and internal departments to resolve billing issues; ensure accurate cash application and investigate discrepancies; issue and reconcile premium payments, commissions, and taxes; handle reissues, voids, and stop payments; support month-end close activities; assist with internal and external audit requests; collaborate with underwriting and operations teams.
Seniority
Entry-level to Mid-level, hands-on IC