Policy Accounting Consultant

ECLARO

Overland Park, KS

Apply

JOB DETAILS

SKILLS

Accounting, Accounting Close, Accounting Policies, Accounting Software, Analysis Skills, Balance Sheet, Business Continuity Planning (BCP), Communication Skills, Consulting, Dental Insurance, Detail Oriented, Disbursements, Diversity, Documentation, Establish Priorities, Financial Reporting, Financial Services, General Ledger Accounting, Genetics, Insurance, Journal Entries, Life Insurance, Loans, Long-Term Care, Microsoft Access Database, Microsoft Excel, Multitasking, Mutual Funds, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Reconciliation, Regulatory Compliance, Retirement Plan, SAP, Tableau, Team Player, Time Management, Vision Plan, Writing Skills

LOCATION

Overland Park, KS

POSTED

2 days ago

Policy Accounting Consultant
Job Number: 26-01245

Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Policy Accounting Consultant for our client in Overland Park, KS.

ECLARO's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. If you’re up to the challenge, then take a chance at this rewarding opportunity!

Position Overview:

The Policy Accounting Consultant will support the Policy Accounting team, which is responsible for the oversight, reconciliation, certification, and reporting of daily, monthly, and annual policy accounting activity.
The ideal consultant is highly organized, detail-oriented, and analytical, with strong reconciliation experience and a demonstrated ability to work collaboratively across teams.
This role will assist with daily accounting processes, month-end close activities, audit support, reporting, and special projects.

Responsibilities:

Daily Reconciliation and Accounting Activities:
- 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.
Month-End Close Activities:
- Prepare general ledger journal entries.
- Upload journal entries to the SAP general ledger accounting system.
- Reconcile monthly balance sheet accounts, including surrender clearing and Death Course of Settlement.
- Prepare and distribute scheduled accounting and operational reports.
- Support the timely and accurate completion of month-end close requirements.

Required Skills:

Experience with debit and credit transactions and a strong understanding of accounting principles.
Proven account reconciliation experience, with the ability to identify and resolve discrepancies accurately and efficiently.
Ability to work effectively in a collaborative team environment while maintaining strong independent work habits.
Demonstrates curiosity, initiative, and adaptability, with the capability to learn new processes and take on additional responsibilities as needed.
Reliable team player who can cross-train and provide coverage for colleagues during PTO and other absences, ensuring continuity of operations.
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.

If hired, you will enjoy the following ECLARO Benefits:

401k Retirement Savings Plan administered by Merrill Lynch
Commuter Check Pretax Commuter Benefits
Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO

If interested, you may contact:
Carlo Flores
Carlo.Flores@eclaro.com
646-695-2934
Carlo Flores | LinkedIn

Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.

About the Company

ECLARO

Eclaro is a Business and Technology Consulting Firm that connects top talent with opportunities nationwide. We have direct access to Hiring Managers from leading Fortune 1000 organizations in almost every industry segment, with particular expertise in:

• Technology and Business Consulting
• Financial Services and Insurance
• Pharmaceuticals and Life Sciences
• Consumer Products, Public Sector, and Utilities

Eclaro provides fully customizable, comprehensive talent acquisition and management of seasoned professionals through a number of business models, including:

• Consulting
• Professional Hiring
• Global Integrated Delivery™
• Managed Services

Eclaro recruits and manages a staff of highly skilled individuals in an array of specialized disciplines enabling our clients to leverage new opportunities, respond to increased and changing demands, and increase their profitability.

Eclaro’s Management Team averages over 25 years of experience in partnering with clients in technical, corporate operations and human capital solutions. We hold ISO 9001:2008 certification and have achieved SOC 2 Type 2 certification in Security, Availability and Confidentiality. Eclaro’s decades of expertise and collaborative practice have proven that The Right People are The Answer.

COMPANY SIZE

500 to 999 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

1999

WEBSITE

http://www.eclaroit.com

Resume Resources

Free Resume Templates Free Resume Builder