Cashiering Specialist

Cashiering Specialist

Job Summary

The Cashiering Specialist is responsible for processing checks, managing policy-related financial transactions, and maintaining accurate financial records. This role ensures the timely, compliant handling of funds while supporting policy administration and delivering high-quality service to policyholders, agents, and internal teams.

Key Responsibilities

• Review and process incoming and outgoing checks
• Accurately apply payments to policyholder accounts and reconcile discrepancies
• Maintain accurate deposit records and support daily reconciliation reviews
• Resolve items held due to NIGO (Not in Good Order) check issues in accordance with compliance guidelines
• Assist with the review of annuity applications and related transactions
• Investigate and resolve payment issues, including misapplied funds and returned payments
• Coordinate with internal and external policy administration teams
• Ensure compliance with internal controls, audit standards, and regulatory requirements
• Support month-end data entry in the Supe Central tracking system, as well as seasonal and year-end financial close activities
• Maintain strict confidentiality of sensitive customer and financial information

Qualifications

• High school diploma or equivalent required
• Associate or bachelor’s degree in finance, accounting, or business preferred
• 1–3 years of experience in cashiering, accounts receivable, or insurance operations
• Experience in life insurance or financial services strongly preferred
• Familiarity with premium billing or policy administration systems is a plus

Skills & Competencies

• High level of attention to detail and accuracy
• Solid understanding of cash application and reconciliation processes
• Knowledge of life insurance products (e.g., term, whole life, annuities) is a plus
• Ability to manage high transaction volumes while meeting tight deadlines
• Strong analytical and problem-solving skills
• Effective written and verbal communication skills
• Proficiency in Microsoft Excel and financial systems

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Vision insurance

Work Location: In person