Broker Bill Analyst (1 Year Contract)
About The Position
As a Broker Bill Analyst, you will play an impactful role in maintaining small and basic broker/agency billing accounts: analyzing, identifying, and resolving discrepancies; and ensuring payment is collected in a timely manner. In supporting the Premium Accounting team, you will review assigned accounts on a regular basis to ensure they are up-to-date and accurately reconciling broker statements to the company’s outstanding premium. You’ll find trends and developments within assigned accounts, identify areas of concern/common discrepancies, and communicate with various parties to resolve the issues. You’ll review and analyze reports and logs on assigned accounts as required. Our Premium Accounting team is a busy, collaborative group, working with Broker/Agency representatives daily. You’ll continue to develop and maintain a knowledge and understanding of broker operations/procedures, industry trends, developments, and regulatory changes to contribute to stellar customer service.
Requirements
- Post‑secondary education in a financial discipline or related field
- Minimum 1 year of experience in accounts receivable or collections
- Strong analytical skills with the ability to interpret data, identify discrepancies, and determine root causes
- Strong Excel skills (functions, pivot tables, data analysis)
Nice To Haves
- Providing excellent customer service and building effective working relationships
- Identifying and analyzing relevant data and defining critical issues and alternatives
- Managing multiple and changing priorities and projects
- Understanding and following job-related instructional guides, including policy manuals
Responsibilities
- Maintaining small and basic broker/agency billing accounts
- Analyzing, identifying, and resolving discrepancies
- Ensuring payment is collected in a timely manner
- Reviewing assigned accounts on a regular basis to ensure they are up-to-date
- Accurately reconciling broker statements to the company’s outstanding premium
- Finding trends and developments within assigned accounts
- Identifying areas of concern/common discrepancies
- Communicating with various parties to resolve issues
- Reviewing and analyzing reports and logs on assigned accounts as required
- Developing and maintaining a knowledge and understanding of broker operations/procedures, industry trends, developments, and regulatory changes
Benefits
- Hybrid work (50/50 office and home)
- Donation matching
- Team volunteer days
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
