Ascensushr
Client Account Analyst
Greensboro, NC
Sponsorship not specifiedDetected 30 days ago
Data AnalysisAccountingExcelCommunicationMicrosoft OfficeGAAP
About the role
- This role is responsible for creating, analyzing, managing, and delivering comprehensive reports of bank and insurance company owned life insurance (BOLI & ICOLI) policies for an assigned group of clients.
- They work closely with stakeholders and the Carrier Data Coordinator to ensure accuracy and relevance.
- include data analysis and report development.
Responsibilities
- This role develops and maintains a full understanding of trends for each client's BOLI/ICOLI portfolio and performs detailed analysis to ensure accuracy of reports.
- Our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
- As a provider and partner, Newport is independent, experienced, and responsive.
Requirements
- Knowledge of accounting concepts and other results that may impact reporting and policy decisions.
Nice to have
- Bachelor's degree from an accredited university in Business, Finance, Accounting, Economics, Mathematics, or related field
- Must have advanced MS Office skills, especially in Excel
- In-depth knowledge of accounting principles preferred
Skills
- Section 3: Experience, Skills, Knowledge Requirements
Benefits
- Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services.
Company info
- Position Summary
- This role has a direct impact on the ongoing relationship with BOLI and ICOLI clients.
- Hybrid - in office once a week
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This listing is sourced directly from Ascensushr's careers page and normalized into a canonical job model.