Policy Accounting Associate II
Americo Financial Life and Annuity
Job Description
Job Description
Americo is hiring a full time Premium Billing Specialist to join our expanding team!
The hours for this position are Monday – Friday, 8:00 AM – 5:00 PM, on site at our downtown Kansas City, MO office location.
Overview
The Policy Accounting department is responsible for processing premium payments, maintaining accurate financial records, and supporting policy servicing functions.
This role supports both internal teams and external policyholders and plays a key role in ensuring accurate and timely premium processing, customer support, and financial transactions within established guidelines and service level expectations.
Key Responsibilities
- Facilitate and administer on-demand premium drafting via telephony software for policyholders, following department guidelines and compliance regulations.
- Apply incoming premiums for life and annuity products in accordance with established policies and procedures.
- Process refunds for overpaid premiums and complete basic accounting transactions between company accounts.
- Review suspense entries, restricted or suspended policies, and resolve routine customer inquiries.
- Handle phone inquiries from internal and external customers while delivering strong customer service.
- Support additional departmental duties based on business needs and individual capacity.
Required Qualifications
- Basic understanding of accounting principles.
- Familiarity with customer service and financial services concepts.
- Strong written and verbal communication skills, including phone-based customer interaction.
- Detail-oriented with a focus on accuracy and high-quality output.
- Ability to multitask and manage workload effectively in a fast-paced environment.
- Demonstrated ability to collaborate and contribute as a team player.
- Willingness to learn and grow through cross-training and expanded responsibilities.
- Working knowledge of systems such as NBUW, Vantage, AWD, Navision, PAS, Microsoft Outlook, Excel, and Word (preferred).
- Bachelor’s degree or equivalent combination of education and experience.
Preferred Qualifications
- Experience in insurance, financial services, or payment processing environments.
- Exposure to Americo systems and internal processes.
- Prior experience handling high-volume transactions or customer inquiries.
About Us
Americo: We’re in this for life!
The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!
What You’ll Love About Working at Americo:
Compensation
Our competitive pay and robust bonus program, offered to all associates, will make you feel valued.
Learning and development
We prepare you for success with a comprehensive, paid training program. Additionally, our Talent Development team creates various development opportunities for associates at every stage of their careers.
Work-life balance
We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with tenure. All new hires earn over three weeks of paid time off annually, plus 11 paid company holidays! We also support new parents with a maternity and parental leave program, along with paid STD and LTD.
Health and well-being
We are committed to your health and are pleased to offer flexible benefits designed to support you and your family, with high quality coverage and meaningful company contributions.
Benefits include PPO and HDHP medical plan options with HSA and FSA eligibility, along with dental and vision coverage. Additionally, we provide company paid life insurance, disability coverage, a confidential EAP, a wellness program, comprehensive health resources, corporate fitness discounts, and a 401(k) plan with employer matching.
Future planning
Americo offers a 401(k) with a company match. We also have tuition reimbursement programs to further your education.
Giving back
We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.
The fun stuff
Americo participates in the Kansas City Corporate Challenge, a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors to allow associates to step away from work and enjoy each other’s company.
Bustling environment
Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance of your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered .
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