Document Management Financial Processor

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Be an Early Applicant
Birmingham, AL, USA
In-Office
43K-48K Annually
Insurance
Protective has helped people achieve protection and security in their lives for over 117 years.
The Role
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

The Document Management Financial Processor works within Protective's Corporate Mailroom. They are responsible for processing remote bank deposits, creating accurate journal entries, and maintaining various financial records related to customer payments. This is a production-based role with time service goals and set minimum production standards.

Primary Job Responsibilities:

  • Process transactions as defined by the manager to assist in meeting overall team productivity goals.
  • Handle high profile, complex transactions as well as routine, daily transactions.
  • Support various levels of the management team and participate in management activities and decision making.
  • Report issues and trends to managers.
  • Maintain accurate financial records and create journal entries.
  • Process remote bank deposits and ensure timely and accurate financial processing.

Knowledge/Experience/Education/Training:

  • Demonstrable Excel knowledge: ability to navigate and utilize existing interfaces.
  • Professional maturity and ability to reliably work in the office from 8am-4:30pm.
  • Attention to detail and high level of accuracy.
  • Exposure to or experience in financial systems such as Gemini, NextGen, LifeComm, SAP, Journal Vouchers, and remote deposit processes preferred.
  • Ability to research and resolve complex and sensitive customer requests.
  • Strong organizational and time management skills.

Requirements:

  • High School Diploma or equivalent
  • 2-5 years of Financial processing experience (such as Accounts Payable, Accounts Receivable, Accounting).
  • Ability to quickly learn and adapt to new financial systems and processes.
  • Proficiency in 10-key and typing.
  • Expertise in Microsoft Office products, especially Excel and Outlook.
  • The ability to lift up to 30 pounds.
  • Work in the Birmingham office 5 days a week.

This position is an in-office position, with no opportunities for remote or hybrid work.

Employee Benefits:  
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health.  Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.   

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.

Protective Life Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Protective Life and has not been reviewed or approved by Protective Life.

  • Retirement Support A pension plan alongside a 401(k) with employer match is repeatedly highlighted and considered a standout feature. Feedback suggests these offerings provide strong long‑term financial security.
  • Healthcare Strength Medical, dental, vision, and prescription coverage are complemented by HSA/FSA options with company contributions and wellness incentives. Feedback suggests the breadth of health benefits is comprehensive.
  • Leave & Time Off Breadth Paid time off and holidays are frequently cited as positives, with parental leave and adoption assistance available. Feedback suggests time‑off policies support work‑life balance.

Protective Life Insights

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The Company
Birmingham, AL
2,912 Employees
Year Founded: 1907

What We Do

Protective Life Corporation (Protective) provides financial services through the production, distribution and administration of insurance and investment products throughout the United States. Protective traces its roots to its flagship company founded in 1907, Protective Life Insurance Company. Throughout its more than 110-year history, Protective’s growth and success can be largely attributed to its ongoing commitment to serving people and doing the right thing — for its employees, distributors and, most importantly, its customers. Protective’s home office is located in Birmingham, Alabama, and its 3,000+ employees work across the United States. As of June 30, 2020, Protective had assets of approximately $123 billion. Protective Life Corporation is a wholly owned subsidiary of Dai-ichi Life Holdings,

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