AmeriLife

TruChoice Accountant

St. Louis Park, MN Full time

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Under direction of supervisor, responsible for accurately recording and tracking revenue and expenses of the business. Support the calculation and pay of agent commissions and payment in coordination with functional partners; Finance and Payroll. Balance various external and internal accounts. Create and coordinate financial and production reports for performance tracking and reporting. Review and provide input into financial analyses on company performance in partnership with supervisor and team.

Job Description

Job Responsibilities:

  • Determines commission amounts due to producers; and pay based on established schedule. Inputs that will be used include: carrier commission statements, carrier & internal production reports and internal contract documents
  • Prepare analyses required to determine results. Prepare analyses such as relationship profitability, agent penetration, carrier profitability, etc.
  • Monitor and reconcile receivables by policy, producer, and carrier.
  • Assist in payables processing, coding to proper expense accounts and ensuring compliance with internal procedures.

Knowledge, Skills and Abilities:

  • Thorough attention to detail.
  • Verbal and written communication.
  • Take direction proactively and is a team player.
  • Knowledge of basic finance and accounting principles.
  • Experience with excel and CRM systems. 

Education and Experience:

  • Minimum High School Diploma.
  • One (1) to two (2) years of experience in a related role.

 

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

 

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

 

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

 

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.