Fidelity Life/Efinancial

  • Accounts Payable Coordinator

    Location US-IL-Chicago
    Job ID
  • Overview

    The Accounts Payable Coordinator is a highly visible role that will manage the daily and weekly processing of accounts payable.  This role will also lead and oversee several other accounting and administrative functions including vendor management and setup, invoice approval and compliance, general ledger coding, W9's, journal entries, and reporting.  This role requires the wearing of "multiple hats" and is ideal for a self-driven individual that can own the entire process, create and propose process improvements, and be held accountable for time-sensitive deliverables.


    Join a fast-growing organization that is leading the direct-to-consumer life insurance industry. With a uniquely integrated marketing, product, and agency model, eFinancial and Fidelity Life are making it easier for middle market customers to get the life insurance they need at a price they can afford.


    Fidelity Life is a leading provider of financial security for middle market consumers. With a history of innovation, the company is redefining the life insurance industry with patented products and processes. Fidelity Life pioneered the use of predictive analytics to streamline the new business process and revolutionize the speed with which policies can be issued. Established in 1896, Fidelity Life enjoys a long track-record of success and continues to build its reputation of sound fiscal management and customer-focused innovation. 


    In concert with Fidelity Life, eFinancial is an online and call-center-based insurance agency with a proven direct-to-consumer life insurance model. Using a proprietary and patented sales technology platform, eFinancial operates call centers in Chicago and Seattle. eFinancial’s licensed agents and representatives reach thousands of consumers each day to help meet their unique life insurance needs – often with just a single phone call. To complement this channel, the company recently expanded to offer an entirely digital purchase experience.


    Together, Fidelity Life and eFinancial are revolutionizing the life insurance industry to make life insurance more accessible and affordable for everyday Americans. With an integrated marketing, product manufacturing, and controlled distribution system, the enterprise is uniquely positioned for growth. 


    • Record recurring or non-complex journal entries
    • Reconcile general ledger accounts
    • Compile data and prepare a variety of reports
    • Prepare analysis and assist with special projects as required
    • Manage weekly check runs
    • Run and review bank reports such as checks cleared and positive pay files
    • Enter vendor invoices, expense reports, and other payments in EAS accounting application
    • Review and allocate credit card transactions to the right company and maintain receipts for related charges
    • Process all monthly recurring payables including utility bills, building expenses, and any subscriptions
    • Maintain accounts payable email inboxes
    • Maintain and update vendor files and contracts
    • Maintain all accounts payable files and records, including W-9’s
    • Maintain vendor profiles and updates existing ones, as needed
    • Communicate with vendors regarding questions and accuracy of bills
    • Manage the preparation and mailing of the 1099 forms annually
    • Manage storage of records and filing of invoices


    • Associates degree preferred with 5-7 years of relative work experience 
    • Knowledge of General Ledger and Accounts Payable systems and MS Office applications
    • Intermediate Excel abilities with working knowledge of basic formulas and pivot tables


    Fidelity Life Association/eFinancial is an equal opportunity employer and supports a diverse workplace.  As a Fidelity Life/eFinancial employee, you will be eligible for Medical and Dental Insurance, Health Savings Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.


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