Policy Accounting Consultant

Job Summary

Our client is seeking a Policy Accounting Consultant to join their team in Overland Park, Kansas.

Core Responsibilities

• 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.
• Prepare general ledger journal entries (month-end close activities).
• Upload journal entries to the SAP general ledger accounting system (month-end close activities).
• Reconcile monthly balance sheet accounts, including surrender clearing and Death Course of Settlement (month-end close activities).
• Prepare and distribute scheduled accounting and operational reports (month-end close activities).
• Aid in the timely and accurate completion of month-end close requirements (month-end close activities).

Required Skills/Experience (Must-Haves)

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent professional experience performing accounting reconciliations.
• 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.

Key Competencies & Behaviors

• Accounting & Reconciliation Expertise
• Analytical Problem-Solving
• Attention to Detail
• Collaboration & Teamwork
• Audit & Control Mindset

Work Environment

Location: Overland Park, KS

Compensation & Benefits

• Pay Range: The approximate pay range for this position is between $23.00 and $28.00. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location.
• We comply with local wage minimums.
• Medical, Dental, & Vision Insurance Plans.
• Employee-Owned Profit Sharing (ESOP).
• 401K offered.

About KellyMitchell

At KellyMitchell, our culture is world class. We’re movers and shakers! We don’t mind a bit of friendly competition, and we reward hard work with unlimited potential for growth. This is an exciting opportunity to join a company known for innovative solutions and unsurpassed customer service. We're passionate about helping companies solve their biggest IT staffing & project solutions challenges. As an employee-owned, women-led organization serving Fortune 500 companies nationwide, we deliver expert service at a moment's notice.