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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.
This position is for an Analyst I in the Shared Accounting Services Unclaimed Property area. This position is responsible for following a detailed schedule for importing and exporting data, using advanced Excel knowledge to accomplish unclaimed property tasks, obtaining data, updating the Unclaimed Property Compliance System (UPCS) properties with data, reconciling UPCS to the general ledger (SAP), researching reconciling items, creating state filings or generating due diligence letters in the Unclaimed Property Compliance System. It also includes processing claims, communicating with internal and external customers and other duties as assigned. This position requires focus and attention to detail, with multiple exceptions and requirements that must be adhered to in order to be successful.
Responsibilities:
40% 1. Prepare and import files to UPCS. Create and upload journal entries. Export files to co-insurance companies. Reconcile UPCS to SAP. Research and resolve reconciling items
15% 2. Generate due diligence letters, certified letters, and create NY advertisement
15% 3. Review properties that will escheat within the next quarter. Assist with the periodic review of changes to state requirements and updating job aids as state requirements change. Prepare and file state reports
15% 4. Generate reports from UPCS and format as Excel spreadsheets to submit as data requests. When the new data is provided, format it into multiple spreadsheets to update into existing properties in UPCS. Use Excel formulas to calculate additional interest for death claims in UPCS periodically
10% 5. Process claims. Communicate to customers. Process checks and journal entries
5% 6. Assist with various other projects
Qualifications/Education
•College degree with a concentration in accounting or related field
•Two years of work experience in accounting, insurance, or unclaimed property processing
•Thorough knowledge of Microsoft Office suite including Word and advanced knowledge of Excel. Candidate will be expected to demonstrate Excel abilities
•Ability to meet critical deadlines and handle several projects simultaneously
•Ability to work both independently with minimal supervision and as part of a team
•Communicates clearly and concisely, both orally and in writing
•Organized. Must be able to follow very detailed processes
•High attention to detail and focus on quality
•Ability to perform accounting reconciliations, to analyze and to resolve reconciling items
•Self-motivated and takes responsibility for ongoing professional development
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.
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The Company
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,
