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insurance excel microsoft office general ledger bank reconciliation📋 Description
- Prepare daily journal entries for exceptions, policy premium and bank activity.
- Perform daily bank reconciliations and resolve exceptions.
- Reconcile premium receipts (ACH, credit card, lockbox).
- Post policies, invoice premiums, reconcile receipts.
- Process premium payments and manage disbursements.
- Provide accurate financial information to support Policy Services.
🎯 Requirements
- 2+ years in general ledger accounting, banking or related field.
- Strong verbal and written communication skills.
- Detail-oriented with strong organizational abilities.
- Proficient with QuickBooks and Excel (MS Office Suite).
- Insurance industry experience preferred.
- Bachelor's degree in Business/Accounting/Mathematics preferred.
🎁 Benefits
- Tuition reimbursement
- Wellness allowance
- Paid volunteer time off
- Matching 401K plan
- Generous health benefits
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