Customer Accountant Policy Administration

This position will focus on Customer Accounting processes within our accounts receivable sub-ledger.

Key Responsibilities and Duties

• Claiming, depositing and applying incoming premium and service fee payments from customers and policyholders.
• Working with the Treasury department to invoke book transfers when required.
• Logging, monitoring, aging and following up on payments that can’t immediately be identified.
• Exhausting all manner of research using policy admin. and accounting systems to enable payment application.
• When all research has been exhausted, requesting and following up with the Customer Service department on information that must be obtained from the policyholder or broker.
• Staying current with the daily incoming payments and reviewing unapplied balances reports.
• Learning and becoming an expert on SAP AR / CMS and its capabilities.
• Learning and understanding the flows, interaction and presentation of payments between Compass and SAP.

Required Qualifications and Skills

• Undergraduate accounting or finance degree.
• 2 to 4 years of experience in Accounts Receivable, Finance, Business or Equivalent
• Good interpersonal and communication skills. 
• Well organized and strong time management.
• Analytical ability.
• Excellent Excel skills.
• Knowledge of SAP (preferred).
• Ability to interact with internal and external customers as well as different levels of management
• Strong customer service orientation
• Ability to work efficiently, multi-task and prioritize to meet deadlines during peak workload periods
• Ability to process a high volume of work with minimal errors within designated turnaround times
• Strong interpersonal skills and team player