Document Management Financial Processor

Job Description

Job Description

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.

The Document Management Financial Processor works within Protective's Corporate Mailroom. They are responsible for processing remote bank deposits, creating accurate journal entries, and maintaining various financial records related to customer payments. This is a production-based role with time service goals and set minimum production standards.

Primary Job Responsibilities:

• Process transactions as defined by the manager to assist in meeting overall team productivity goals.
• Handle high profile, complex transactions as well as routine, daily transactions.
• Support various levels of the management team and participate in management activities and decision making.
• Report issues and trends to managers.
• Maintain accurate financial records and create journal entries.
• Process remote bank deposits and ensure timely and accurate financial processing.

Knowledge/Experience/Education/Training:

• Demonstrable Excel knowledge: ability to navigate and utilize existing interfaces.
• Professional maturity and ability to reliably work in the office from 8am-4:30pm.
• Attention to detail and high level of accuracy.
• Exposure to or experience in financial systems such as Gemini, NextGen, LifeComm, SAP, Journal Vouchers, and remote deposit processes preferred.
• Ability to research and resolve complex and sensitive customer requests.
• Strong organizational and time management skills.

Requirements:

• High School Diploma or equivalent
• 2-5 years of Financial processing experience (such as Accounts Payable, Accounts Receivable, Accounting).
• Ability to quickly learn and adapt to new financial systems and processes.
• Proficiency in 10-key and typing.
• Expertise in Microsoft Office products, especially Excel and Outlook.
• The ability to lift up to 30 pounds.
• Work in the Birmingham office 5 days a week.

Protective’s targeted salary range for this position is $42,500 to $48,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees.

This position is an in-office position, with no opportunities for remote or hybrid work.

Employee Benefits:

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include 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.

Accommodations for Applicants with a Disability :

If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This 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.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.