Account Analyst

Responsibilities and Qualifications

Essential functions include but are not limited to:

  • Assist with completing the billing process for Strategic and Individual Accounts.
  • Reconcile eligibility, premium and billing files monthly to resolve discrepancies to ensure accurate and complete reconciliations
  • Communicate and work with external partners and clients regarding discrepancies
  • Research payment allocation issues in which the billing table does not match the allocation.
  • Serve as support for the Financial Services Department including Cash Posting Specialists and other Analysts.
  • Review and report monthly aging balances on accounts as it relates to our dental and vision business.
  • Provide status updates of each assigned account and collectability of unpaid premiums.
  • Complete Schedule A Form 5500 as requested by groups.
  • Provide quality, professional customer service to all internal and external clients.
  • Perform other duties as assigned.

The minimum qualifications for the ideal candidate include: 

  • High School diploma or equivalent (required); Associate degree in related field (preferred).
  • Minimum 4 years of banking/accounting experience, data analysis experience.   
  • Healthcare insurance background is a plus.