Shared Accounting Services Analyst (Hybrid)

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.

This position is for an Analyst I in the Shared Accounting Services Unclaimed Property area.  This position is responsible for following a detailed schedule for importing and exporting data, using advanced Excel knowledge to accomplish unclaimed property tasks, obtaining data, updating the Unclaimed Property Compliance System (UPCS) properties with data, reconciling UPCS to the general ledger (SAP), researching reconciling items, creating state filings or generating due diligence letters in the Unclaimed Property Compliance System. It also includes processing claims, communicating with internal and external customers and other duties as assigned. This position requires focus and attention to detail, with multiple exceptions and requirements that must be adhered to in order to be successful. 

40%       1.   Prepare and import files to UPCS.  Create and upload journal entries. Export files to co-insurance companies. Reconcile UPCS to SAP. Research and resolve reconciling items

15%       2.   Generate due diligence letters, certified letters, and create NY advertisement

15%       3.   Review properties that will escheat within the next quarter.  Assist with the periodic review of changes to state requirements and updating job aids as state requirements change.  Prepare and file state reports

15%       4.   Generate reports from UPCS and format as Excel spreadsheets to submit as data requests.  When the new data is provided, format it into multiple spreadsheets to update into existing properties in UPCS. Use Excel formulas to calculate additional interest for death claims in UPCS periodically

10%       5.  Process claims. Communicate to customers. Process checks and journal entries

5%         6.  Assist with various other projects

Qualifications/Education

•College degree with a concentration in accounting or related field 

•Two years of work experience in accounting, insurance, or unclaimed property processing

•Thorough knowledge of Microsoft Office suite including Word and advanced knowledge of Excel.  Candidate will be expected to demonstrate Excel abilities  

•Ability to meet critical deadlines and handle several projects simultaneously

•Ability to work both independently with minimal supervision and as part of a team 

•Communicates clearly and concisely, both orally and in writing 

•Organized.  Must be able to follow very detailed processes

•High attention to detail and focus on quality

•Ability to perform accounting reconciliations, to analyze and to resolve reconciling items

•Self-motivated and takes responsibility for ongoing professional development

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 who develop potential and embrace all skills and abilities. Our aim is to create an equitable environment for all leaders and employees that will drive performance and impact business strategy. In this way, we can increase overall diversity for leadership roles and pipelines of talent by maturing our hiring practices, robust development opportunities and focus on retention of key talent.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.

If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected] information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process.