Analyst II General Accounting-CX Ops (Remote)

The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Basic Purpose and Objective of the Position This position is responsible for reconciliation and financial reporting for assigned accounts, transactions and lines of business related to life and annuity products, licensing, commissions and claims accounts. This position is also responsible for Inforce operational tax reporting & reconciliation associated with life & annuity products. 

Responsibilities

• Responsible for monthly and quarterly account reconciliations associated with Life & Annuity Inforce operations, Shared Services Licensing & Commissions and Shared Services Claims accounting
• Daily open-item management which includes interacting with business operations to drive resolution and/or documentation related to open items  
• Research complex accounting transactions for suspense balancing and monitoring.
• Maintain detailed understanding of financial transactions for fixed and variable life and annuity products and processes
• Balancing of Federal and State tax accounts with 1099 records throughout the tax year
• Management of monthly, quarterly, and annual tax related deadlines, including coordination of required minimum distribution (RMD) user acceptance testing and customer/agent mailings
• Works with and organizes communication with other departments as new procedures/regulations are introduced
• Provide subject matter knowledge on various accounting and reporting functions.
• Embrace and support change management and communication process as it relates to tax and regulatory changes
• Function as operational partner assisting with departmental internal and external audits
• Perform other duties as assigned

Education/Qualifications

• Bachelor’s degree in accounting or related field, or a minimum 5+ years of applicable experience, preferable in the insurance environment
• Solid working experience with Microsoft excel. Advanced excel experience a plus.
• Insurance accounting experience a plus
• Preferred experience with SAP & FSCD
• Understanding of IRS and other financial services related regulations
• Demonstrated organizational skills, diligence, and ability to quickly prioritize tasks
• Ability to adapt to changing business conditions, and break down barriers
• Proficiency in self-managing and managing multiple concurrent assignments to scope, objectives, and deadlines
• Ability to be an advocate for change and a participant in change management initiatives; provides a good example and keeps a positive attitude
• Strong knowledge and understanding of accounting principles and compliance and regulatory standards
• Solid foundational knowledge of life and annuity insurance products and processes
• Knowledge and experience with Variable products

Protective’s targeted salary range for this position is $59,500 to $85,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees.This position also offers additional incentive opportunities [through an annual incentive based on individual and Company performance] OR [through cash compensation as part of a sales incentive plan (SIP).
Employee Benefits:  We aim to protect our employees' wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and vision insurance. We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). We protect financial wellbeing through contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.    Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Diversity and Inclusion: At Protective, we are committed to providing an inclusive culture where all employees are able to fully contribute and thrive. Our goal is to grow and develop our people, attract diverse talent and support strong, diverse communities.
We support diversity, equity, and inclusion by working to develop a culture of inclusion and belonging led by leaders w