Job Description

Job Description

Job Description

Job Description:

This entry-level position offers a great opportunity for individuals looking to begin their career in Policy Accounting. It’s designed for candidates who may not yet meet the education or experience requirements for a Level 2 role but are eager to learn and grow. In this role, you’ll be responsible for accurately applying incoming payments, managing customer inquiries—primarily through written communication— and supporting other tasks and duties as assigned.

Key Responsibilities:

• Accurately execute on-demand premium drafting in compliance with departmental guidelines, ensuring a smooth and efficient experience for policyholders
• Apply and refund premiums for life and annuity products in accordance with established procedures and service standards
• Perform basic accounting transactions between company accounts and resolve routine suspense out-of-balance situations
• Respond to inquiries from both internal and external customers, with a strong focus on written communication including email, letters, and system-based correspondence
• Contribute to a variety of departmental tasks, supporting team priorities and adapting to evolving business needs

Experience and Qualifications:

• Basic understanding of accounting principles
• Familiarity with Americo systems and tools (e.g., NBUW, Vantage, AWD, Americo.com, Microsoft Outlook, SSRS, Navision, PAS, Dashboard, Web-Ex Contact Center, Microsoft Excel, Microsoft Word)
• Foundational knowledge of customer service and financial services
• Strong written communication skills, with the ability to clearly and professionally correspond via email and internal systems
• Effective verbal communication skills for occasional phone-based interactions
• High attention to detail and commitment to quality
• Ability to manage multiple tasks effectively in a fast-paced environment
• Collaborative mindset with a focus on respect and teamwork
• Willingness to learn and take on new responsibilities through cross-training

Education:

Four-year college education or equivalent work experience

About Us

Americo: We’re in this for life!

The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!

What you’ll love about working at Americo:

Compensation :
Our competitive pay and robust bonus program, offered to all associates, will make you feel valued.

Learning and development:
We prepare you for success with a comprehensive, paid training program. Additionally, our Talent Development team creates various development opportunities for associates at every stage of their careers.

Work-life balance:
We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with tenure. All new hires earn over three weeks of paid time off annually, plus 11 paid company holidays! We also support new mothers with a maternity leave program, along with paid STD and LTD.

Health and well-being:
We commit to your health and well-being and are proud to offer comprehensive health and life insurance options, including FSA or HSA accounts and subsidies to support your health and fitness goals through vendor partnerships at The Y, Orange Theory, WW, and more.

Future planning:
Americo offers a 401(k) with a company match. We also have tuition reimbursement programs to further your education.

Giving back:
We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.

The fun stuff:
Americo participates in the Kansas City Corporate Challenge, a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors to allow associates to step away from work and enjoy each other’s company.

Bustling environment:
Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance of your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered.

#AMERICO

Job Tags

Work experience placement, Work at office, Local area,

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