Treasury Associate I

Posted 11 Days Ago
Be an Early Applicant
Clearwater, FL, USA
In-Office
Junior
Marketing Tech
The Role
Perform daily treasury and bank operations including sending issue files and ACH files, researching outstanding checks, placing stop payments and issuing replacements, processing ACH returns, reconciling bank accounts, managing Positive Pay, producing notices for outstanding checks, and verifying remote deposits.
Summary Generated by Built In

Treasury Associate

Location: IAS Headquarters - Clearwater, FL

Join Insurance Administrative Solutions (IAS) - a proud member of the Integrity family of companies offering unrivaled insurance administrative services! IAS is a leading third-party administrator, headquartered in Clearwater, FL, providing business process outsourcing services to insurance carriers across the U.S. Since 2002, IAS has supported policy administration for insureds nationwide with a focus on accuracy, efficiency, and service excellence.

IAS operates with a cohesive, team-focused culture of a specialized service organization, while benefiting from the strength and scale of Integrity—one of the nation’s leading insurance distribution platforms.

What You'll Do

  • Send daily/monthly issue files to numerous banks.

  • Research outstanding checks for all companies.

  • Place stop payments on checks and issue replacement checks when necessary.

  • Send ACH debit and credit files to numerous banks.

  • Pick-up ACH returns from numerous banks daily and process.

  • Reconcile several bank accounts from various banks for all clients, if required.

  • Positive Pay (paying or returning checks).

  • Produce first and second notice for outstanding checks, all follow-up.

  • Verifying remote deposits from Premium Accounting and filing until destroyed.

What You Bring

  • High school diploma or GED equivalent.

  • Up to 2 years’ proven Banking Deposit Operations experience or equivalent

  • Treasury/Accounting experience preferred; knowing the difference between debits and credits required

  • Insurance background preferred ▪ 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

What We Offer

  • 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, and Vision Insurance

  • 401(k) with company support

  • Paid Holidays + Generous PTO

  • Community Service PTO

  • FSA / HSA options

  • Life Insurance

  • Short- and Long-Term Disability

Why You’ll Love It Here

At IAS, you play a key role in helping people access important insurance coverage, all while building a career within a growing, supportive organization.

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
  • Up to 2 years proven Banking Deposit Operations experience or equivalent
  • Knowledge of debits and credits
  • Accurate 10-key by touch
  • Moderate Excel skills
  • Familiarity with Microsoft Office products
  • Treasury/Accounting experience
  • Insurance background
  • Ability to multi-task, prioritize, and manage time effectively
  • Reliable transportation and punctuality/dependability
Am I A Good Fit?
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The Company
HQ: Dallas, TX
170 Employees

What We Do

Integrity Marketing Group provides product design, proven marketing systems, and profitability into today’s top selling products.

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