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Direct Bill Analyst in Boston, MA at Risk Strategies

Date Posted: 10/5/2018

Job Snapshot

Job Description

You Will:

  • Retrieve or collect direct commission statement for each carrier.    
  • Verify that the commission payment has been received and posted under the correct carrier.
  • Create L&H spreadsheet and disburse work daily to Patra.
  • Process exceptions returned from Patra in a timely manner.
  • Keep commission reconciliation check-off spreadsheet current.  
  • Run BP reports on a monthly basis to identify renewals not processed and plans that are missing splits. Email report to each office.
  • Work with each carrier to maintain login/passwords. Verify all payment methods received from the carrier are consistent: i.e. received by eft or check.
  • Keep an updated list of producer codes by carrier and check off receipt of statement monthly.
  • On the third week of every month verify all statements received have been reconciled and the carrier balance to the GL is zero.
  • Must learn both software programs BP & AMS and understand the linkage between the two systems and reconcile monthly to each other.

 

Job Requirements

Ideal Candidate Profile:

  • Experience with insurance accounting is a plus     
  • Be versed in Excel and Word
  • Ability to work in a fast-paced environment and multi-task
  • Excellent verbal, written communication and time management skills
  • Team player, self-motivated and dependable
  • Must be well organized and detail-oriented