Premium Analyst

Captive Resources, LLC; Itasca (IL); On-site; USD 65,000 - 75,000; Full time

Job summary

Captive Resources, LLC is seeking a Premium Analyst to support the financial operations of Health Solutions by overseeing premium allocation, developing analytical tools, and strengthening cross‑departmental transparency.

The role requires a Bachelor’s Degree (or related experience) and at least one year of accounting experience, with preferred experience posting premiums and using Access and Power BI. Hybrid work at 1100 Arlington Heights Rd, Itasca, IL.

Qualifications

• Bachelor’s degree or related experience required.
• At least 1 year accounting experience with a Managing General Underwriter or Third-Party Administrator preferred.
• Experience posting premiums preferred.
• Experience generating reports using Access and Power BI.

Responsibilities

• Interact with internal teammates and external partners on accounting issues.
• Coordinate with departments on enrollment variations.
• Develop/demonstrate dashboards and reports using Access and Power BI.
• Analyze monthly premium activity in Connexure ESL for accuracy per policyholder agreements.
• Prepare carrier bordereaux, cession reports and premium remittance schedules.
• Lead monthly premium reconciliation, including variance analysis.
• Maintain monthly premium remittance documentation in Connexure ESL and Policyholder folders.
• Support treasury with monthly cash receipts and remittances.
• Investigate discrepancies and propose corrective actions.
• Drive process improvements and explore automation opportunities.

Skills

Communication

Word/Excel

Connexure ESL Office

Posting premiums

Microsoft Access

Power BI

Teamwork

Education

Bachelor's Degree (or related experience)

Tools

Microsoft Word

Microsoft Excel

Job description

Job Category: Health Solutions / Medical Stop Loss

Requisition Number: PREMI001367

• Posted : July 16, 2026
• Full-Time
• Hybrid

Locations

Showing 1 location

Hybrid - Corporate Office

1100 Arlington Heights Rd

Itasca, IL 60143, USA

• Pay or shift range: $65,000 USD to $75,000 USD

  The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons. Our benefits include medical, dental, vision, Rx, 401(k), life and AD&D, short-term and long-term disability, and more. Please visit our website for more information.

Description

The Premium Analyst plays a strategic role in supporting the financial operations of Health Solutions by overseeing complex premium allocation processes, developing analytical tools for executive reporting, and improving cross-departmental financial transparency. Working independently and collaboratively, this position ensures the integrity of premium reporting and contributes to ongoing operational and financial strategy through the use of advanced analytics and process improvement initiatives.

ESSENTIAL EDUCATION AND EXPERIENCE: Bachelor’s Degree, or other related experience; at least one year of accounting experience with a Managing General Underwriter or Third-Party Administrator preferred.

SKILLS/COMPETENCIES REQUIREMENTS

• Excellent communication skills both verbal and written
• Proficient in Microsoft Word and Excel
• Experience with Connexure ESL Office preferred
• Prior experience posting premium preferred
• Experience working with an access database in the generation of reporting
• Experience with Power BI preferred
• Ability to work effectively as part of a team or on individually assigned tasks in an environment where attention to detail and prioritization skills are essential

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Interact with internal teammates and external partners to ensure alignment on accounting issues
• Coordinate/communicate with other departments, variations in enrollment
• Utilize Microsoft Access and Power BI to develop and maintain dashboards and custom reports that support ongoing operational performance and transparency
• Analyze and allocate monthly premium activity in Connexure ESL and ensure the accuracy and completeness of transactions in accordance with policyholder agreements
• Prepare and analyze monthly carrier bordereaux, cession reports, and premium remittance schedules, ensuring compliance with carrier and reinsurance requirements
• Lead monthly premium reconciliation efforts, including variance analysis and reporting to internal finance leadership
• Maintain documentation of monthly premium remittance in Policyholder folder and in the Connexure ESL system
• Follow up on any outstanding correspondence and send out lapse notices when necessary
• Provide corporate treasury team monthly cash receipts for bank reconciliation and remitting of carrier funds
• Independently investigate, research, and resolve complex reconciliation issues, escalating unresolved discrepancies and recommending corrective action as needed
• Drive operational efficiency initiatives that improve profitability and customer experience, lead practice of continual process improvement, and identify opportunities to outsource/automate repetitive functions successfully

Travel: May be required for training and up to 5% on an annual basis.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.