Experience:
0-1 years of experience
Concerned about your lack of experience? Learn More...
Employment Type:
Intern/Co-op
Posted:
12/4/2019
Job Category:
Accounting
Intern, Premium Receivables
(This job is no longer available)
Society Insurance | Taycheedah, WI
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Job Description

Primary Purpose

Supports the premium receivables processes by performing general duties as assigned in accordance with departmental and company guidelines and standards.

Essential Functions and Responsibilities

(Other duties may be assigned)

* Assists in maintaining the accuracy of Pool Agent documentation by reviewing agent accounts for FEIN numbers, identifying the missing financial information, and sending out W-9 forms to receive the missing information.
* Assists in managing the premium receivables workflow by completing various manual reports.
* Completes "New Business" procedures; prepares cash for deposit; sets up ACH withdrawals; maintains or creates new agent files.
* Assists with gathering data for continuous improvement projects as needed by the Finance Technical Analyst.
* Assists in the billing process, which may include but is not limited to: processing payments, analyzing financial data and resolving discrepancies, and processing cancellations for non-payment.
* Assists the Finance department on various projects as assigned.
* Contributes to overall premium receivables function by completing a variety of assigned projects with accuracy and timeliness.
* Prepares daily incoming mail by opening envelopes; distributing bills to appropriate person.
* Contributes to team effort by providing back-up and assistance to the Finance department when needed.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required:

* Pursuing an associate's or bachelor's degree in accounting, business administration, or related field.
* Knowledge of accounting topics.

Preferred:

* 3.0 or better cumulative GPA on a 4.0 scale.
* Completion of at least one accounting course.
* Experience with Microsoft Office, Accounts Payable and Receivable systems, Internet, and e-mail software.
* Office experience.

Supervisory Responsibilities

* None.

Working Conditions and Environment

* Work is performed at corporate location, which is indoor and climate-controlled.
* Hours of work available may range based on business need.

Physical Demands

* Light (up to 10 lbs.) lifting occurs frequently.
* Long periods of sitting and focusing on a computer screen may occur.
* Climbing a stool and/or step-ladder occurs frequently to access filing cabinet.

Key Competencies

* Customer Focus
* Functional/Technical Skills
* Informing
* Listening
* Problem Solving
* Self-Development
* Technical Learning
* Written Communications

Society Insurance is an Equal Opportunity Employer and is committed to providing employees with a work environment free of discrimination and harassment. All employment decisions at Society are based on business needs, job requirements and individual qualification without regard to race, color, sex, sexual orientation, gender identify, religion, national origin, age, military or veteran status, disability, genetic information or any other consideration made unlawful by applicable federal, state, or local Laws.

Society Insurance is a drug-free workplace. Any candidate who receives an offer of employment from Society will be required to undergo a pre-employment drug test for controlled substances. All offers of employment are contingent upon successful completion of the pre-employment drug test, which is conducted in accordance with Society's substance abuse policy.