Finance Operations Specialist

Amwins; Cave Creek (AZ); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

401K match

PTO

Paid holidays

Flexible scheduling

Annual bonus program

Job summary

Amwins Self-Funded is seeking a Premium Support Analyst in Scottsdale, AZ. The role blends in-office work with the option to work from home up to 2 days a week after training. Join a finance-focused team with a hybrid schedule, competitive benefits, and a performance-based annual bonus program.

You will support Premium Operations, perform monthly audits, reconcile reporting, and develop tools to improve visibility and issue resolution in a fast-paced environment.

Qualifications

• Analytical tasks, billing processes, and reconciliation experience.
• 2+ years in Premium Billing, Processing, AR/AP or similar.
• Experience in insurance, healthcare, or premium accounting sectors preferred.
• Proficiency in Excel; familiarity with Power Automate, Power BI and SharePoint.
• Strong time management and meticulous attention to detail.

Responsibilities

• Operational Support: support Premium Operations inbox and Premium Report ensuring data accuracy and timeliness.
• Quality Control: perform monthly audits to ensure accuracy between Amlink, Premium Report and the monthly register.
• Validation of Reporting: reconcile discrepancies in financial reporting with internal stakeholders.
• Identify Strategic Opportunities: create reporting tools and metrics to increase visibility and speed up issue resolution.
• Handle Special Projects: take on additional tasks and projects as needed.

Skills

Financial acumen

Time management

Multitasking

Attention to detail

Analytical skills

Tools

Excel

Power Automate

Power BI

SharePoint

Job description

Join us as a Premium Support Analyst at Amwins Self-Funded!

Are you ready to make a significant impact on the Finance Department at Amwins Self-Funded? We're looking for a Premium Support Analyst, to join our team in Scottsdale, AZ. This role offers a blend of in-office work with the flexibility to work from home up to 2 days a week after completing the training period.

Why Choose Amwins?

• Flexible Scheduling: Enjoy a hybrid work environment with flexible scheduling options.
• Comprehensive Benefits: Access a competitive benefits package, including a 401K match, generous PTO, and paid holidays.
• Collaborative Culture: Thrive in a supportive, education-focused work environment.
• Annual Bonus Program: Earn incentives through our performance-based bonus program, designed to reward you for achieving key goals and contributing to the company's success.

Learn More About Us At Amwins.com/benefits.

Key Responsibilities

• Operational Support: Support the workflow in the Premium Operations inbox and Premium Report, ensuring data accuracy, timeliness and service standards are met.
• Quality Control: Perform monthly audits to ensure accuracy between Amlink, Premium Report and the monthly register.
• Validation of Reporting: Collaborate with internal stakeholders to reconcile and resolve discrepancies in financial reporting, such as Aging Premium Receivables.
• Identify Strategic Opportunities: Create reporting tools and metrics to increase visibility, drive quicker issue resolution and reduce reoccurrence.
• Handle Special Projects: Take on additional tasks and projects as necessary.

Qualifications

• Financial Acumen: Demonstrated expertise in analytical tasks, billing processes, and reconciliation activities.
• Technical Proficiency: Intermediate skills in Excel are essential. Proficiency in other systems such as Microsoft, Power Automate, Power BI, and SharePoint is highly desirable.
• Industry Experience: 2+ years experience in Premium Billing, Processing, AR/AP, or similar. Prior experience in the insurance, healthcare, or premium accounting sectors is preferred.
• Time Management: Proven track record of effectively managing time, prioritizing tasks, and meeting deadlines.
• Multitasking Ability: Ability to handle multiple tasks independently in a fast-paced environment.
• Attention to Detail: Strong sense of urgency, meticulous attention to detail, and a keen desire to learn.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.