Accountant - Client Services at Advantage Life Insurance

Job Description:

Latest job information from Advantage Life Insurance for the position of Accountant - Client Services. If the Accountant - Client Services vacancy in San Juan matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Advantage Life Insurance for the position of Accountant - Client Services below matches your qualifications.

Job Description

Salary: DOE

Job Overview:

The Client Service Accountant role supports the client services team in the preparation and processing of documentation related to daily insurance company transactions, as well as correspondence with clients and service providers.

Job Responsibilities:

• Assist in the preparation of quarterly policy statements, audit planning and management, payments to service providers, and related correspondent banking transactions
• Manages the MASTTRO platform, including reconciliation of daily transactions, registration of new accounts, ensuring account connectivity, and maintaining up-to-date valuations for private investments
• Handles verbal and written inquiries related to insurance transactions
• Supports daily accounting activities by ensuring banking, investment, and other financial transactions are accurately recorded
• Assists with policy fee calculations, billing, and collection processes
• Ensures reinsurance schedules are prepared accurately on a quarterly basis

Skills and Qualifications:

• Excellent communication, analytical and computer skills
• Proven working knowledge of Microsoft Word and Excel
• Excellent command of written and spoken English
• Highly motivated and committed professional
• Ability to work independently with minimal supervision and meet tight deadlines
• Strong organizational skills and problemsolving skills

Job Requirements:

• Bachelors degree in finance or accounting required
• One to two years of experience in accounting, bookkeeping, or audit (internship experience accepted)
• Basic to intermediate proficiency in Microsoft Excel
• Foundational knowledge of preparing basic financial statements
• Ability to work effectively under pressure while maintaining a high level of accuracy and attention to detail

Job Info:

• Company: Advantage Life Insurance
• Position: Accountant - Client Services
• Work Location: San Juan
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Accountant - Client Services at the office San Juan above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.