Accounting Support Specialist

Accounting Support Specialist

Heartland Financial Group

Blue Springs, MO

About Heartland Financial Group

Heartland Financial Group is a national marketing organization focusing on Life, Health, and Annuity Products. Headquartered in Blue Springs, Missouri - we focus on equipping our agents with the tools that they need to service their clients in all product lines. With offices in Georgia, Oklahoma, Mississippi, Illinois and California. Heartland is a proud member of the Integrity Family of Companies.

Job Summary:

This position is responsible for collecting unpaid debt from agents as well as tracking roll-up debt is to collect debt that has rolled to Heartland due to commissions that were paid to agents, which the agent did not pay. The goal is to work with agents to set up payment plans to assist in the agent paying off their debt prior to putting the agent on Vector or sending them to Collections. This role is responsible for working directly with the carriers to obtain the necessary debt reporting.

Primary Responsibilities:

• Provide accurate and current information in all communications

• Maintain up-to-date accurate information in Reagan portal

• Working with insurance companies to get unpaid debt statements as well as debt schedules in a timely and consistent manner

• Contacting agents to collect debt or alert to roll-up debt

• Provide knowledgeable /quality assistance and customer service to all agents in an efficient manner

• Managing spreadsheets to keep up on debt balances and roll-up debt

• Working with 3rd party collections to add to credit report

• Working with Vector when needed

• Provide marketers updates date their agents balances

• Create and Submit debt reports to management

• Collaborate with carriers to create debt reports

• Collect Carrier debt statements

• Communicating with vendors and clients to resolve financial discrepancies

• Assisting with special projects or reporting as assigned by accountants or management. 

• Compile reports/data to support Commission cycle payouts

• Assisting in carrier statement reconciliation

• Verifying financial data

• General record keeping

Primary Skills & Requirements:

• 1 -3 + years of accounting operations and/or collections, or related experience.

• Strong level of attention to detail with proven ability to manage data for consistent reporting purposes.

• Oral Communication-Listens and get clarification.  Responds well to questions.

• Organizational Support: Follows policies and procedures.  Completes administrative tasks correctly and on time.  Supports organization’s goals and values.

• Adaptability-Able to deal with frequent change, delays, deadlines or unexpected events.

• Attendance/Punctuality: Is consistent at work and on time.  Ensure work responsibilities are covered when absent.

• Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in person, over the phone and in writing. 

• Reasoning Ability: Ability to apply common sense understanding to carry out written or oral instructions.

• Computer Skills-To perform this job successfully, an individual should have basic computer navigation skills and knowledge of Microsoft Office Suite, Excel specifically..

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.