Accounting Clerk

Job Details

Key Responsibilities

• Assist in the preparation and verification of life and annuity collections for MIS processing, deposit/ACH, and accounting.
• Manage funeral home ACH collections and maintain historical records; act as liaison with funeral homes.
• Handle policy loan ACH collections and ensure proper accounting.
• Review premium applications on new policy issues before returning them to the New Business department.
• Approve and review accounting entries entered by other accounting staff.
• Coordinate workflow with remote bookkeepers to ensure seamless operations.
• Perform clerical duties including copying, filing, correspondence preparation, proofreading, and editing.
• Engage in additional accounting reviews, reconciliations, and other functions to prepare for advancement.
• Cross-train in various accounting roles to support team back-up and development.
• Assist in transitioning paper records to a paperless system, including preparation for scanning and collaboration with other departments.
• Take on various special projects and tasks as assigned.

Qualifications

• High school diploma required.
• Solid understanding of basic accounting principles.
• Proficiency in Microsoft Office applications.
• Strong 10-key and alphanumeric data entry skills.
• Experience working with accounting software and systems.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and the ability to work well under pressure.
• Highly organized with the ability to prioritize tasks and meet deadlines.
• Demonstrated ability to work independently with minimal supervision.
• Strong attention to detail and analytical skills.
• Must be able to handle sensitive information confidentially.
• Must maintain dependable attendance and be flexible with hours as needed.
• Bondable and able to pass a drug screen.