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Remote Premium Accounting Jobs in Wisconsin (NOW HIRING)

Manulife

... premium finance, wealth transfer, business succession, and related tax and financial planning ... This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities:

Manulife

... premium finance, wealth transfer, business succession, and related tax and financial planning ... This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities:

Manulife

... premium finance, wealth transfer, business succession, and related tax and financial planning ... This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities:

All JobsPremium Accounting JobsRemote Premium Accounting JobsRemote Premium Accounting Jobs in Wisconsin

Remote Premium Accounting information

What is remote premium accounting?

Remote Premium Accounting refers to the process of managing and reconciling insurance premium payments from clients, typically performed by accountants or specialists who work remotely. These professionals handle tasks such as processing invoices, tracking payments, and ensuring that premium transactions are accurately recorded in financial systems. Working remotely allows them to use digital tools and secure platforms to communicate with clients and insurance companies, maintain records, and generate financial reports. This role is vital for insurance agencies and companies to maintain accurate financial records and ensure timely premium collections.

What are the key skills and qualifications needed to thrive as a remote premium accounting professional?

To thrive as a Remote Premium Accounting professional, you need a solid background in accounting principles, experience with insurance premium billing, and a relevant degree such as accounting or finance. Proficiency with accounting software (like QuickBooks or SAP), Excel, and insurance management systems is typically required, along with familiarity with data security protocols for remote work. Strong attention to detail, problem-solving skills, and effective written communication set exceptional professionals apart in this field. These skills and qualities ensure accurate financial records, timely premium processing, and smooth coordination with clients and internal teams in a remote environment.

What are some common challenges faced by professionals in a remote premium accounting role, and how can they be effectively managed?

Professionals in Remote Premium Accounting often encounter challenges such as coordinating with cross-functional teams in different time zones, ensuring accurate and timely processing of premium payments, and maintaining data integrity while working outside a traditional office environment. Effective management of these challenges typically involves leveraging secure accounting software, maintaining clear communication channels with internal and external stakeholders, and following strict compliance protocols. Establishing a structured daily routine and participating in regular virtual check-ins can also help address potential issues promptly and foster collaboration within the remote team.

What is the difference between Remote Premium Accounting vs Remote Bookkeeping?

AspectRemote Premium AccountingRemote Bookkeeping
Required CredentialsAccounting degree, CPA preferredBasic bookkeeping certification or experience
Work EnvironmentFinancial firms, corporations, or accounting agenciesSmall businesses, freelance, or small firms
Industry UsageCommon in finance, consulting, and corporate sectorsWidely used in small business and retail sectors
Job FocusFinancial reporting, tax prep, auditsTransaction recording, invoicing, bank reconciliations

Remote Premium Accounting involves advanced financial tasks requiring specialized credentials like a CPA, often within larger organizations. Remote Bookkeeping focuses on basic financial record-keeping for small businesses or freelancers. While both roles are remote and involve financial data, Premium Accounting requires more expertise and certifications, whereas Bookkeeping is more entry-level.

What are popular job titles related to Remote Premium Accounting jobs in Wisconsin?

For Remote Premium Accounting jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Remote Premium Accounting jobs in Wisconsin look for?

The top searched job categories for Remote Premium Accounting jobs in Wisconsin are:

What cities in Wisconsin are hiring for Remote Premium Accounting jobs?

Cities in Wisconsin with the most Remote Premium Accounting job openings:

Remote Premium Accounting jobs near you

Sr. Credit Analyst - To 90K - Oconomowoc, WI (Hybrid Remote) - Job 3771-14720

The Symicor Group

Oconomowoc, WI • On-site, Remote

$90K/yr

Full-time

Re-posted 19 days ago

Job description

Sr. Credit Analyst - To $90K - Oconomowoc, WI (Hybrid Remote) - Job # 3771-147206
Who We Are
The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
Our bank client is seeking to fill a Hybrid Remote Sr. Credit Analyst role in the Oconomowoc, WI area. The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks. This individual will present findings and recommendations in concise written reports that focus on cash flow and ability to repay and include evaluation of collateral and appropriate structure and terms. The Commercial Credit Analyst performs ongoing reviews of the financial condition of existing commercial borrowers.
The opportunity has a generous salary of up to $90K and a benefits package. (This is a hybrid remote position).
Sr. Credit Analyst responsibilities include:
  • Responsible for preparing basis and comprehensive credit analyses on commercial loans that facilitates the credit approval process for use by loan officers or committees in the making of lending decisions regarding new, renewal, and extension loans.
  • Thoroughly analyzes the most complex commercial credits. Analyzing factors such as income growth, margins, trends, quality of management, market shares, industry risks and collateral assessment. Submits credit approval documents to appropriate personnel for decision-making.
  • Analyze & create loan presentations for the commercial loan committee.
  • Assist lenders in evaluating credit proposals and proper structure.
  • Grade new and existing loans.
  • Prepare financial projections and stress tests.
  • Present financial information to the loan committee and vote on loan presentations.
  • Prepare audits on commercial loans for documentation and credit exceptions, provide recommendations. Maintain a list of ongoing loan exceptions.
  • Maintain a list of loans to be funded.

Who Are You?
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
  • Bachelor's Degree in a related field of study preferred specialized financial analysis training.
  • Five or more years of experience as a Credit Analyst required.
  • Experienced in preparing credit presentations.
  • Able to manage/process/track annual reviews of the necessary credits.
  • Thorough knowledge of current lending and loan review regulations and banking regulations, procedures, and operations.
  • Proficient ability to analyze and interpret financial statements.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with an eye for detail.
  • Ability to multi-task.
  • Adept with spreadsheet and word processing software as well as have experience working in a digital office environment.

The next step is yours. Email us your current resume along with the position you are considering to:
resumes@symicorgroup.com

Apply