Senior Operations Specialist, Private Risk - Insurance Advisory Solutions

Under general supervision, performs a variety of client accounting and reporting functions in multiple systems, requiring a moderate amount of detail orientation and complexity. Responsibilities include auditing, researching, and reconciling data variances, invoicing direct bill clients or carriers and producing reports on a weekly basis that help ensure the efficiency of the Employee Benefits Group. In addition, special projects may be assigned from the Director of Operations.

Assist in reviewing and correcting invoices that are generated in our management system and sent to clients. This may require liaison with Client Experience and Accounting to resolve any differences on the invoices. Research installment schedule requirements and fees provided by carriers. Determine if invoiced amount matches the schedule. May creating invoices for installments and send to client or provide instruction to Operations Analyst for invoicing in Epic. Would then review to confirm accuracy of billing. Participate in document review with the team for creating high quality accurate workflows, how to documents and reports. Research various items that might be requested by client experience that may pertain to the invoicing or service aspects of our management system. Other tasks may be assigned by Training & Quality Assurance Leader for Sr. Operations Analyst to review and determine best course of action for implementing.

Education:

Bachelor’s Degree or 2 years experience

Bachelor’s Degree or Technical/Trade School 5 years

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