Policy Accounting Analyst I

Company: Americo Financial Life and Annuity
Location: Kansas City
Posted on: February 15, 2026

Job Description:

Job Description Job Description Job Description: The primary purpose of this position is to provide an entry level for candidates who have not demonstrated the education/job experience for a Level 2. This role is responsible for processing incoming payments and handling of phone inquiries from external and internal customers and other duties as assigned. Key Responsibilities: Facilitate and administer on demand premium drafting via telephony software for policyholders following department guidelines while adhering to compliance regulations Apply incoming premiums for life and annuity products in accordance with departmental policies and procedures Refund overpaid premiums and perform basic accounting transactions between company accounts. Review suspense entries, restricted/suspended policies, and resolve basic customer inquiries Various other duties based on department needs and individual capacity Experience and Qualifications: Basic comprehension of Accounting Principals Comprehension of Americo processes and systems (NBUW, Vantage, AWD, Americo.com, Microsoft Outlook, SSRS, Navision, PAS, Dashboard, My Americo, Sales Connection, Suitability Interview Program, Calabrio, Finesse, Microsoft Excel, Microsoft Word) Basic Customer Service and Financial Services knowledge Excellent written and verbal communications with the ability to interact with others via phone Detail oriented – Deliver consistently high quality output Multi-tasking abi l ities without undue stress Ability to be a team player (foster mutual respect in your dealings with others) Ability to thrive in a learning environment (cross train, added responsibilities) Education: Four-year college education or equivalent work experience AMERICO

Keywords: Americo Financial Life and Annuity, Olathe , Policy Accounting Analyst I, IT / Software / Systems , Kansas City, Kansas