Policy Accounting Consultant

Job Summary

Our client is seeking a Policy Accounting Consultant to join their team! This position is located in Overland Park, Kansas.


Core Responsibilities

• Run Tableau reports and review policy-level accounting activity for completeness and accuracy by performing daily reconciliations for the following:
  
  • Premiums
  • Separate account activity
  • Units
  • Commissions
  • NACHA transactions
  • Loan payments
• Update and validate asset-based service fee payments maintained in a Microsoft Access database
• Maintain the audit log for policy disbursements, including Surrenders, death claims, withdrawals and loans
• Research reconciliation differences and work with appropriate business partners to resolve outstanding items
• Ensure reconciliation results, explanations, and supporting documentation are complete and maintained in accordance with audit requirements
• Assist Policy Accounting team members with special projects and other accounting activities as needed
• Prepare general ledger journal entries (month-end close activities)
• Upload journal entries to the SAP general ledger accounting system (month-end close activities)
• Reconcile monthly balance sheet accounts, including surrender clearing and Death Course of Settlement (month-end close activities)
• Prepare and distribute scheduled accounting and operational reports (month-end close activities)
• Support the timely and accurate completion of month-end close requirements (month-end close activities)

Required Skills/Experience (Must-Haves)

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent professional experience performing accounting reconciliations
• Strong reconciliation, analytical, and problem-solving skills
• Advanced Microsoft Excel skills
• Insurance, life insurance, or policy accounting experience is a plus
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities and meet established deadlines
• Ability to work independently while contributing effectively in a team environment
• Strong written and verbal communication skills

Key Competencies & Behaviors

• Accounting & Reconciliation Expertise 
• Analytical Problem-Solving
• Attention to Detail
• Collaboration & Teamwork
• Audit & Control Mindset

Work Environment

• Location: Overland Park, KS

Compensation & Benefits

• Pay Range: The approximate pay range for this position is between $23.00 and 28.00. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
• Medical, Dental, & Vision Insurance Plans
• Employee-Owned Profit Sharing (ESOP)
• 401K offered

About KellyMitchell

At KellyMitchell, our culture is world class. We’re movers and shakers! We don’t mind a bit of friendly competition, and we reward hard work with unlimited potential for growth. This is an exciting opportunity to join a company known for innovative solutions and unsurpassed customer service. We're passionate about helping companies solve their biggest IT staffing & project solutions challenges. As an employee-owned, women-led organization serving Fortune 500 companies nationwide, we deliver expert service at a moment's notice.


 

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