Essential Functions:
- Ensures compliance with accounting standards and internal controls
- Collaborates with team members and other departments to resolve accounting matters and improve processes and systems
- Performs bank and account reconciliations to identify and resolve discrepancies
- Creates invoices (via import and manual) for all incoming contracts received
- Deposits check payments to the bank
- Applies payments to invoices in accounting system
- Audits contracts, DMS sales and invoice transactions
- Supports month-end and year-end close processes
- Adds Customers and Item Codes into accounting system as needed
- Runs Monthly Statements once contracts are balanced
- Prints all Monthly Statements, sorts, and reviews
- Prepares and processes commissions
- Monitors and analyzes data to identify trends and variances
- Emails/mails out monthly statements to Agents and Dealers
- Strives to enforce and live Portfolio’s Philosophy each and every day
- Takes ownership of changes and personally responsible for managing change in an upbeat positive manner
- Supports budgeting, forecasting, and financial planning activities
- Completes Ad hoc analysis projects
- Performs various non-essential duties outside of primary job responsibilities as part of a cross - functional and lean team member
- Assists wiith After-Hours Stolen Vehicle Recovery: Periodically assist in the recovery of stolen vehicles outside of regular business hours. This responsibility is expected to occur infrequently and will be scheduled or requested on an as-needed basis. Associates who perform this duty will receive a minimum of two (2) hours of overtime pay for each occurrence, in accordance with California labor laws
- Performs various non-essential duties outside of primary job responsibilities as part of a cross - functional and lean team member
Supervisory Responsibilities:
- N/A
Education and Qualification Requirements:
- Strong computer skills including proficiency with Microsoft Office and Accounting Software
- High School diploma or equivalent.
- 2+ years of experience in finance or accounting
Preferred Skills and Experience:
- Some college, bachelor's degree preferred
- Excellent customer service skills
- Well-developed organizational skills and the ability to successfully manage multiple issues and demands
- Excellent communication skills, both verbal and written
- Previous accounts receivable or accounts payable experience
Work Environment and Physical Requirements:
- Vision acuity required to include close vision, color vision, distant vision, and the ability to adjust focus
- Ability to grasp objects such a telephone or computer mouse, finger dexterity to use a keyboard, calculator, and standard office equipment
- Ability to walk, stand, reach with hands and arms; stoop kneel, crouch, and lift up to 25 pounds
- Ability to frequently sit for extended periods of time
- Ability to hear and talk, both in person and by phone
- Ability to spend extended hours in front of a computer screen
Skills Required
- Proficiency with Microsoft Office (including Excel)
- Working knowledge of accounting software
- High school diploma or equivalent
- 2+ years of experience in finance or accounting
- Ability to perform bank and account reconciliations
- Vision acuity and manual dexterity to use office equipment
- Ability to lift up to 25 pounds and sit for extended periods
- Some college or bachelor's degree
- Excellent customer service skills
- Well-developed organizational and multi-tasking skills
- Excellent verbal and written communication skills
- Previous accounts receivable or accounts payable experience
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.
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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.
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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.
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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
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,








