Premium Accounting Associate

Posted 4 Hours Ago
Be an Early Applicant
Clearwater, FL, USA
In-Office
Junior
Insurance • Professional Services • Software • Financial Services
The Role
Perform premium and general accounting tasks including preparing and recording cash receipts, deposits, check requests, and journal entries. Reconcile cash logs and claims registers, maintain imaging and spreadsheet records, process RDC deposits, and coordinate with Customer Service and New Business for research and premium reversals.
Summary Generated by Built In

Premium Accounting Associate

Insurance Administrative Solutions

Clearwater, FL

About Insurance Administrative Solutions

Insurance Administrative Solutions, L.L.C. (“IAS”), an Integrity company headquartered in Clearwater, Florida, is a third-party administrator providing business process outsourcing for insurance carriers. Formed in 2002, IAS administers policies for insureds residing all across the United States.

Job Summary

Premium and general accounting to include the preparation and input of cash receipts, cash disbursements and general journal entries. To record premium collection for each policyholder, by client and balance company for month end closing.

Primary Responsibilities other duties may be assigned as necessary:

  • Prepare incoming premium collection for scan/data entry to apply premium (direct bill and lockbox).

  • Prepare deposits for Remote Deposit Capture.

  • Prepare cash receipts to record deposits in the general ledger for each client.

  • Input check requests into Autocheck program.

  • Maintain cash logs for deposits, receipts, returned items and any journal entries pertaining to cash acct.

  • Balance cash logs and other excel spreadsheets to the general ledger on a weekly basis, and at the end of each month for month end closing.

  • Correspond with Customer Service and New Business departments for any research items as needed.

  • Maintain imaging folders for each company, by type of input document, and save in a file for month end.

  • Write up reversal of premiums, and application of premiums as directed by Customer Service Department.

  • Data entry of cash receipts, cash disbursements and general journal entries.

  • Scan/Data entry for premium collection batches.

  • Process deposits at the RDC and verify amounts deposited match the amounts/dates on calculator tapes.

  • Print deposit reports, download and save lockbox items from bank websites.

  • Reconcile QicLink Daily and Weekly Claims Registers from the Claims Department.

  • Maintain QicLink Claims spreadsheets by month.

Primary Skills & Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • High school diploma or GED equivalent; Associates in Accounting/Bookkeeping preferred

  • Up to 2 years’ proven Accounting/Bookkeeping experience

  • Insurance background helpful ▪ Familiarity with Microsoft Office products

  • Accurate 10-key by touch and moderate Excel skills required

  • Ability to adapt and respond to different types of people and tasks

  • Ability to multi-task, prioritize, and manage time effectively and efficiently

  • Reliable transportation and the ability to be punctual and dependable

Benefits Available

  • We value flexibility and recognize the importance of work‑life balance. This role will begin as fully onsite to support learning and team integration. As proficiency is demonstrated, hybrid work opportunities may be introduced, dependent on business needs and department practices.

  • Medical/Dental/Vision Insurance

  • 401(k) Retirement Plan

  • Paid Holidays

  • PTO

  • Community Service PTO

  • FSA/HSA

  • Life Insurance

  • Short-Term and Long-Term Disability

 

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Skills Required

  • High school diploma or GED equivalent
  • Associate degree in Accounting or Bookkeeping
  • Up to 2 years proven accounting/bookkeeping experience
  • Insurance industry background
  • Familiarity with Microsoft Office products
  • Accurate 10-key by touch
  • Moderate Excel skills
  • Ability to multi-task, prioritize, and manage time effectively
  • Ability to adapt and respond to different types of people and tasks
  • Reliable transportation and punctuality/dependability
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The Company
29,757 Employees
Year Founded: 2006

What We Do

Integrity Marketing Group is a leading omnichannel insurtech platform and one of the nation's largest independent distributors of life and health insurance products. The company leverages data and proprietary technology to provide holistic health, life, and wealth solutions, primarily focusing on the senior market. It offers a broad platform of resources and tools to support its network of independent agents.

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