Job Description: As a Specialist, you'll plan, coordinate and perform the most complex accounting functions. We'll count on you to acquire, assemble, evaluate, interpret, record and analyze financial data of all types and sources ultimately utilized in the preparation of financial documents for various regulatory and statutory authorities and for internal management of all levels. Job Responsibilities: Organizes and prioritizes workload to ensure assigned cases are processed, issued, and placed in a timely manner, while maintaining frequent communication to manage expectations appropriately. Reviews matched mail documents and updates files as received. Resolves issues with new business processing, licensing, commissions, vendors, etc. Provides guidance to producers on application/new business processes, medical requirements, replacements and illustration procedures. Processes requests for any policies not approved or declined by the insured after approval. Verifies all documents and information is complete and in good order. Understands, identifies and communicates good order requirements needed to complete the application. Updates records and sends out documentation for policies placed in incomplete status. Continuously looks for ways to expedite and improve our processes and services. Updates policies once approved, so they can be issued. Processes payment requests; researches and resolves money discrepancies received. Generates checks as needed. Monitors issued cases and ensures all requirements are fulfilled, e.g., delivery receipts, illustrations, amendments, etc. Takes proactive steps to move the process forward, including conducting regular and timely follow-up on all case requirements. Contacts disbursement department to have internal/external 1035 requests completed. Builds and maintains relationships with producers, firms, BGAs and sales partners. Provides assistance/answers questions in a timely manner. Job Requirements: License/Certification/Designation: Progress towards CPA preferred. GAAP and/or STAT knowledge and/or functional business area regulatory requirements. Complex financial statement preparation, including consolidation of companies/subsidiaries. Principles of taxation and the related impact on financial statement preparation. Accounting and/or business computer systems. Company organizational structure and products and services. Verbal and written communication skills for internal/external contacts. Ability to analyze, discover and solve accounting problems, to interpret financial documents and data and to analyze and interpret legal requirements. Project management skills. Ability to interpret changes in financial reporting and legal requirements relative to the impact on financial statement preparation and to the formulation of company or business area policies and procedures. Ability to effectively operate a personal computer and related software using advanced techniques. Ability to apply accounting principles, theories, concepts and practices to specialized, unique and/or nonrecurring complex problems. Qualification & Experience: Experience: Four to six years of related accounting experience; insurance experience preferred. Education: Undergraduate studies in accounting, finance or business administration; accounting major and degree preferred. Job Details: Company: Nationwide Vacancy Type: Full Time Job Location: Columbus, OH, USA Application Deadline: N/A Apply Here vacancyvite.com
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