SWBC is seeking a talented individual to perform daily activities associated with premium and revenue transactions for Lender Placed Mortgage, Excess Flood, Guaranteed Asset Protection (GAP), and Collateral Protection Insurance (CPI) products to include customer service, inquiries, reconciliations, payment application, month end activities, system reporting and validation, journal entries, accounting functions, and system analysis to ensure accurate general ledger (GL) and financial reporting.

Why you'll love this role:

In this role, you’ll be part of a great team and company that values collaboration and integrity. You’ll gain job satisfaction from working in a position where attention to detail is essential and where you’ll be challenged daily through problem-solving and analytical thinking. You’ll have the opportunity to work closely with operational business units, building strong relationships as you support them through critical accounting processes. This role offers variety—balancing premiums, reconciling accounts, preparing reports, and troubleshooting issues—while giving you the chance to make a meaningful impact on financial accuracy and operational efficiency. If you enjoy working with data, improving processes, and contributing to a team that values your expertise, this is the role for you.

Essential duties include the following:

• Inputs and balances premiums received for insurance products, including reconciling overages and shortages, making corrections, and distributing premium refunds.
• Supports commissions operations with the setup of distributions, carriers, and products.
• Prepares and analyzes month end reporting to support adjustments in the carrier payable and income accounts to true up premium balances between systems.
• Processes inquiries on premium products, commissions, refund checks, ACH sweeps, etc. and performs the research to provide a resolution.
• Reconciles general ledger accounts, as required.   
• Prepares journal entries, communicates with internal and external customers, and provides guidance on operations. 
• Processes, reviews, and makes any necessary adjustments to the download reports that contain all premium and refund journal entries to be posted into the accounting general ledgers. 
• Assists with carrier audits, internal audits, and year end audits to provide supporting documentation.
• Creates reporting and analyzes data across multiple insurance and accounting systems to support financial transactions, cash transfer requests, and payments to agents, carriers, and clients.
• Performs process, system, and data analysis to troubleshoot and identify root causes and works with management on problem resolution.
• Performs other duties as required.       

Serious candidates will possess the minimum qualifications:

• Bachelor’s Degree from an accredited college or four-year university required.
• Field of study in Business, Accounting, or Finance with specific coursework in Accounting preferred.
• Minimum of five (5) years of experience performing similar listed duties or experience in Accounts Receivable, Accounting Operations or Business operations required.
• Proficient Microsoft Excel and Word skills.
• Basic 10-key touch skills.
• Excellent organizational skills.
• Excellent verbal and written communication skills.
• Able to use basic office equipment, including a copy machine, personal computer, and fax.
• Able to type 40 WPM.
• Able to sit for long periods of time performing sedentary activities.
• Able to stand and stoop to file for long periods of time.
• Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items.

SWBC offers*:  

• Competitive overall compensation package
• Work/Life balance 
• Employee engagement activities and recognition awards 
• Years of Service awards
• Career enhancement and growth opportunities 
• Leadership Academy and Mentor Program
• Continuing education and career certifications 
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans 
• Lucrative Wellness Program

*Based upon employee eligibility 

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.