Policy Accounting Consultant
Job in
Leawood, Johnson County, Kansas, 66211, USA
Listed on 2026-07-25
Listing for:
Axelon Services Corporation
Full Time
position Listed on 2026-07-25
Job specializations:
-
Accounting
Financial Reporting, Financial Analyst, Accounts Receivable/ Collections -
Finance & Banking
Financial Reporting, Financial Analyst, Accounts Receivable/ Collections
Job Description & How to Apply Below
Duration: 4 Months
Work Mode: Hybrid:
Mon/Fri Remote;
Tues Wed Thurs onsite Responsibilities:
- Support the Policy Accounting team in oversight, reconciliation, certification, and reporting of policy accounting activity.
- Run Tableau reports and review policy-level accounting activity for completeness and accuracy.
- Perform daily reconciliations for premiums, separate account activity, units, commissions, NACHA transactions, and loan payments.
- Update and validate asset-based service fee payments in a Microsoft Access database.
- Maintain the audit log for policy disbursements including surrenders, death claims, withdrawals, and loans.
- Research reconciliation differences and collaborate with business partners to resolve outstanding items.
- Ensure reconciliation results, explanations, and supporting documentation meet audit requirements.
- Assist with special projects and other accounting activities as needed.
- Prepare and upload general ledger journal entries to the SAP system.
- Reconcile monthly balance sheet accounts and prepare scheduled accounting and operational reports.
- Support the timely and accurate completion of month-end close requirements.
- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent professional experience.
- Experience with debit and credit transactions and a strong understanding of accounting principles.
- Proven account reconciliation experience with the ability to identify and resolve discrepancies.
- Strong reconciliation, analytical, and problem-solving skills.
- Advanced Microsoft Excel skills.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities and meet established deadlines.
- Ability to work effectively in a collaborative team environment and independently.
- Strong written and verbal communication skills.
- Insurance, life insurance, or policy accounting experience.
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