Finance Specialist

Remodel Health has helped employers to revolutionize the way health benefits are delivered to their employees since 2014. We have made it to the Inc. 5000 list 5 years running, but we are most proud of getting people better plans at lower costs. Organizations have saved nearly $100M while actually improving their health coverage for their teams. Our proprietary software combined with our exceptional service helps replace those outdated and overpriced group plans with individualized health insurance for each employee and their family. Are you interested?

We are a faith-based organization with a heart to serve all organizations, from small to large to enterprise. Our core customer pipeline consists of churches, K-12 private schools, Christian higher education, and faith-based nonprofits. But with critical mass in the market, we have now seen an incredible increase in demand among the private sector and small businesses.

Remodel Health is looking for a proactive, positive, self-starter and team player with a love for details and numbers. The role requires strong analytical skills and problem solving to ensure successful and complete premium payments are completed. We are looking for someone who is extremely organized, hardworking, an excellent communicator, and technically savvy. Our Finance team needs someone who is cross-functionally inclined and will find great joy in working with the rest of the operations teams, including Customer Success (support), Advisement, Product/Engineering, and Launch.

This role requires the highest level of quality and care while overseeing the delivery of multiple projects. If this sounds like you, explore the job specifics below. You might be exactly who we are looking for, and we would love to get in touch!

Primary Duties

• Assisting the team as needed with premium payments on behalf of members toward their health insurance plans. This can include making manual payments online or through automated phone systems, setting up members on automatic withdrawal with their carrier, and accepting payments and matching payments via the bank (i.e. positive pay).
• Working with the team to assist with billing-related functions. This can include sending invoices, pulling ACH payments, and making cost adjustments.
• Reviewing and auditing data for accuracy or counts, especially within multiple systems.
• Problem solving, which includes asking questions, cleaning up inconsistencies, and communicating process improvements.
• Assist and support colleagues with new and existing client needs.
• Learn, embrace, and utilize technology solutions.
• Maintain a positive attitude and contribute to a harmonious and cooperative spirit within the organization.
• Perform special projects at management's request and all other duties as assigned.

Experience and Skills:

• High level of detail, organization, accuracy, and efficiency
• Accounting skills or understanding of formula-based calculations
• Tool experience with: Microsoft Office 365 (especially Excel and Power BI), Google Gsuite products (Sheets, Docs), QuickBooks or similar accounting software, Salesforce or similar CRM

Education:

• Bachelor's Degree or combined equivalent of education and experience. 
• Indiana Health License preferred