Finance Operations Specialist

Amwins; Cave Creek (AZ); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work options

Benefits from day one

Paid time off and holidays

Annual bonus program

401(k) matching

Job summary

Amwins Self-Funded in Scottsdale, AZ, seeks a Premium Specialist to manage premium files, review statements, and support commissions. This in-office role offers a hybrid schedule after training.

You will work with accounting policies, reconcile blocks, and collaborate with Account Management. A bachelor’s in accounting/finance and 1 year in AR/AP are preferred. Proficiency in MS Office is required. Competitive benefits and bonus opportunities.

Qualifications

• At least 1 year of AR/AP/Reconciliation/Billing experience is required.
• Bachelor’s Degree in Accounting, Finance, or related field strongly preferred.
• Insurance industry experience a plus.
• Interest in learning our business model and products is essential.
• Excellent organization and attention to detail are required.
• Strong teamwork and ability to multitask in a high-volume environment.

Responsibilities

• Manage premium files and setup by client and plan year.
• Review backup statements and disburse funds across accounts.
• Assist with commission processes for late payments and follow up on receivables.
• Coordinate and resolve premium issues with Account Management.
• Support reconciliation of Cornerstone Assurance Group block of business.
• Adhere to accounting policies, controls, and filing systems.
• Assist Director of Premiums with bank wires and deposits.
• Compile electronic and manual files for each group.

Skills

AR/AP/Reconciliation/Billing

Communication skills

Teamwork

Multi-tasking

Attention to detail

Organization

Eagerness to learn

Microsoft Office

Education

Bachelor’s Degree in Accounting/Finance or related field

Tools

Microsoft Office Suite

Job description

Join Our Team as Premium Specialist at Amwins Self-Funded!

Are you ready to take the next step in your career? Join Amwins Self-Funded as a Premium Specialist. Based in Scottsdale, AZ, this in-office position offers the flexibility to work from home up to 2 days a week, after completing training.

Why Choose Amwins?

At Amwins, we value our team members and offer a range of benefits to enhance your work experience:

• Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
• Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
• Continual Learning: Thrive in a collaborative, 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.

Responsibilities:

As a Premium Specialist, you will:

• Detailed Premium File Management: Manage and handle all premium files, including online and manual file setup by client and plan year.
• Statement Review and Disbursement: Review backup statements for accuracy and disburse funds among multiple accounts quickly and accurately.
• Commission Process Assistance: Assist with the commission process for late payments and diligently follow up on outstanding receivables.
• Premium Issue Coordination: Assist Account Management with coordination and resolution of all premium issues.
• Reconciliation Support: Assist with the reconciliation of Cornerstone Assurance Group (CAG) block of business.
• Adherence to Accounting Policies: Adhere to a documented system of accounting policies, controls, procedures, and accounting filing systems.
• Bank Wire and Deposit Processing: Assist the Director of Premiums with initiating and processing bank wire and deposits.
• File Compilation: Compile both electronic and manual files for each group.
• Adaptability and Team Collaboration: Handle other projects and duties as assigned, showcasing adaptability and strong collaboration skills.

Qualifications:

To excel in this role, you’ll need:

• Relevant Experience: At least 1 year of AR/AP/Reconciliation/Billing experience is required.
• Education: A Bachelor’s Degree in Accounting, Finance, or a related field is strongly preferred.
• Industry Knowledge: Experience working in the insurance industry and/or at a Carrier or Third-Party Administrator is a plus.
• Eagerness to Learn: A passion for learning our business model and understanding the products we work with is a necessity.
• Organization and Attention to Detail: Excellent organization skills and attention to detail are required.
• Teamwork Skills: Strong teamwork skills with the ability to work cooperatively alongside various staff members.
• Multi-tasking Ability: Ability to multi-task and actively manage/prioritize workloads in a high-volume environment.
• Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties.
• Technical Proficiency: Proficient in Microsoft Office programs (Word, Excel, Outlook, etc.).

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.

The Amwins Advantage: Benefits & Perks

• Medical, Dental, Vision available your first day of employment
  • Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees
• Mental health support including:
  • Virtual therapy
  • Digital coaching
  • 24/7 EAP counseling
• Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program
• Health Savings Account with company contributions
• Health Care FSA, Dependent Care FSA, and Commuter Benefits
• Parental Leave and Adoption Assistance
• Voluntary coverage options:
  • Life Insurance
  • Critical Illness
  • Accident
  • Identity Theft Protection
• Retiree medical benefits available for Medicare-eligible retirees
• 401(k) with company match
• Generous Paid Time Off and Company Holiday Schedule
• Collaborative, continuing education focused work environment
• Career advancement opportunities