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  • Job Title
  • New Business Accounting Coordinator
  • Location
  • Aliso Viejo
  • Job Number
  • 109409
  • State
  • California
  • Job Class
  • Contract/Temp
  • Category
  • Human Resources
Job Description

New Business Accounting Coordinator (C)

Temp to possible hire

Aliso Viejo


DESCRIPTION:

Come work for a stable company that provides life insurance products,individual annuities,and mutual funds,and offers a variety of investment products and services to individuals,businesses,and pension plans.New business accounting coordinator will perform a variety of new business accounting and administrative tasks to process the placement of individual Life Insurance Contracts. 
Responsibilities include:

  • Reviewing and processing all policy delivery requirements to ensure necessary premium and properly completed paperwork is received
  • Applying and depositing premium
  • Following up with the field for new business policy delivery requirements
  • Processing not takens, free looks, and declines
  • Performing these tasks requires the use of administrative and process workflow software applications as well as effective written and verbal communication with field personnel to expedite the policy placement process.

 
REQUIRED:

  • Position requires a high school diploma or equivalent
  • Minimum 2 years of office experience
  • Strong written and verbal communication skills to communicate with and request information from the field
  • Good organizational and multi-tasking skills
  • Basic math reasoning and accounting skills
  • Good analytical/decision making skills
  • Some customer service background
  • Must be motivated and have ability to take initiative and be accountable
  • Must be able to work in a team-oriented environment
DESIRED:

  • Understanding of life insurance concepts and products is preferred



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