Premium Accounting Representative

About the role

Join us as a Premium Accounting Representative, where you will play a key role in ensuring the accurate and timely processing of premium payments—an essential function that supports our policyholders, agents, and overall financial operations.

Responsibilities

• Process all forms of premium payments, including list billing, returns, and direct payments
• Manage daily completion of WMS items
• Monitor and balance suspense accounts
• Process returned items and support policy reinstatements
• Respond to phone calls and chats related to Premium Accounting inquiries
• Update agent and client information, including address and email changes
• Correspond with agents, policy owners, and bank personnel regarding payment processes
• Prepare and mail premium payment letters and verify billing/lapse notices
• Research and resolve past-due policies
• Conduct additional duties as assigned to support business needs
• Conduct all work in accordance with laws, regulations, and the iA Financial Group Code of Conduct

Requirements

• Strong attention to detail and accuracy
• Clear communication in writing and verbally
• Solid research and problem-solving skills
• Organized, prioritizes well, and manages workflow efficiently
• Learns new systems quickly and is proficient with MS Office
• Comfortable using a 10-key calculator
• Works well independently and as part of a team
• Adapts well to change and maintains a positive, learning-oriented attitude
• 2+ years of administrative or customer service experience (preferred)
• Holds a high school diploma or GED

Qualifications

• High school diploma or GED

Skills

• Administrative or customer service experience
• Attention to detail
• Clear communication
• Problem-solving skills
• Organizational skills
• Research skills
• MS Office proficiency
• 10-key calculator usage
• Independent work ability
• Teamwork
• Change adaptability

Benefits

• Health, Dental, and Vision insurance
• 401(k) with company match
• Paid time off plan
• Employee and family assistance program
• Ergonomic furniture program
• Performance bonus opportunities

Pay

Details on pay are not specified in the job description.

Schedule

Details on schedule are not specified in the job description.

Company Information

Founded in 1892, iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. American-Amicable Life Insurance Company of Texas is a progressive special markets insurer with roots tracing back to 1910.