About Investors Heritage
Since 1960, Investors Heritage has offered life insurance and annuity products that help individuals plan for retirement and preserve their legacies. Headquartered in Frankfort, Kentucky and licensed in nearly every U.S. state, we combine deep regional roots with a national presence-delivering forward-thinking, tech-enabled solutions grounded in the old-fashioned value of personal service.
In 2018, Investors Heritage was acquired by Aquarian Holdings as its flagship insurance carrier. With the backing of Aquarian, success of our products and our solid partnerships, we've entered a period of strategic growth and innovation – earning multiple recognitions as one of the fastest growing life and annuity insurers in the country.
And we're not stopping there. We continue to innovate sensibly, build relationships with our partners and deliver exceptional service to our clients. Having that kind of foundation – one built on reliability, consistency, and quality – grounds everything we do at Investors Heritage. We're looking for talented, driven individuals who want to grow with us.
We are seeking a Premium Accounting Processor to join our home office team in Frankfort, Kentucky. This role balances answering phone calls from agents and policyholders with processing premium payments and maintaining accurate records. The position requires strong phone communication skills along with comfort in detail-heavy, deadline-driven data entry work.
Specific responsibilities may include but are not limited to:
Job Responsibilities:
Answers incoming phone calls from agents and policyholders, serving as a primary point of contact for premium accounting inquiries
Researches and resolves caller questions regarding payments, billing, and account status, escalating complex issues as needed
Processes premium payments accurately and within required deadlines
Enters and updates policyholder and payment data in company systems
Assists clients through written correspondence including email, fax, and mail
Organization of print, fax and email paperwork
Scanning of documents to electronic image system
Other duties as necessary
Qualifications:
Two years of college level studies or at least two years of customer service, administrative, or accounting-support experience
Excellent communication (verbal and written) and interpersonal skills
Patient, professional demeanor when handling customer and agent inquiries
Strong attention to detail and accuracy, particularly with numbers and records
Ability to work both independently and collaboratively in a growing business
Comfortable spending the majority of the workday on the phone
Strong skills with Microsoft Office
Demonstrates initiative and persistence
Able to exercise independent judgment
Commits to satisfying internal and external customers
Bookkeeping, banking, or financial services experience a plus, but not required
Investors Heritage is an equal opportunity employer. Investors Heritage is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Investors Heritage does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Investors Heritage makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.
