Premium Invoicing Analyst I

Javits Wagner O'day (jwod); San Antonio, Northern (TX, KY); Hybrid; USD 42,000 - 62,000; Full time

Job summary

FCE Benefits Administrators is seeking a detail-oriented Premium Invoicing Analyst I to join the Premium Accounting Department. You will generate invoices for Health & Welfare Trusts, extract monthly data, and reconcile discrepancies with a focus on accuracy and client service.

The role requires strong Excel skills, knowledge of AP/AR, and the ability to analyze large datasets using SQL. Military spouses and veterans are encouraged to apply.

Qualifications

• Bachelor’s degree in Accounting or related field preferred.
• 3+ years in insurance/employee benefits or AR/AP roles preferred.
• Strong Excel and data-analysis abilities required.

Responsibilities

• Generate Invoices for Health & Welfare Trusts and fund maintenance.
• Data Reporting: extract monthly data and report to self-billed carriers.
• Reconcile benefit discrepancies between carrier reports and internal data.
• Data Analysis (SQL & Excel): run SQL queries and use Pivot Tables to resolve issues.
• Identify and investigate data discrepancies to ensure accuracy and integrity.
• Ensure timely delivery of resolved reports to clients with high service levels.
• Collaborate with other departments to streamline data processes.
• Other duties as assigned to support department goals.

Skills

Excel Proficiency

AP/AR Knowledge

Data Management

Benefits Knowledge

Office Software

Organizational Skills

Communication

Education

Bachelor’s degree in Accounting or related field

Tools

SQL

Job description

Careers

Career Opportunity with FCE Benefits Administrators

FCE is seeking a detail-oriented and analytical Premium Invoicing Analyst I to join our dedicated Premium Accounting Department team. This role is essential forensuring accurate and timely financial operations related to client Health & Welfare Trusts. The ideal candidate will have a strong foundation in accountingprinciples, an understanding of employee benefits, and-most importantly-proven, robust skills in Microsoft Excel® and data analysis.

If you thrive in a fast-paced environment, possess exceptional analytical abilities, and are ready to leverage your Excel® expertise to solve complex datachallenges, we encourage you to apply.

We proudly support the military community and encourage military spouses, veterans, and career-transitioners to apply.

• Generate Invoices: Accurately prepare and issue invoices for clients to fund their Health & Welfare Trusts, ensuring continuous maintenance of fringe benefits.
• Data Reporting: Extract comprehensive monthly data from internal systems and report relevant information efficiently and on time to self-billed carriers.
• Reconciliation & Resolution: Reconcile benefit discrepancies identified between carrier reporting and our internal systems; collaborate cross-functionally with necessary departments to ensure timely resolution of data issues.
• Data Analysis (SQL & Excel®): Extract and manipulate large datasets using predetermined SQL queries. Utilize intermediate to expert-level Excel® functions (e.g., VLOOKUPs, Pivot Tables, logical functions) to troubleshoot, analyze, and resolve discrepancies found within system data.
• Accuracy & Integrity: Identify and investigate discrepancies within client reporting, utilizing meticulous attention to detail to ensure data accuracy and integrity.
• Client Service: Ensure the timely delivery of resolved reporting and data to clients, maintaining a high level of service and responsiveness.
• Collaboration: Work effectively within a team environment and collaborate with other departments to streamline processes and address shared data challenges.
• Any other duties as assigned to support department goals.

Requirements & Qualifications

Skills & Knowledge

• Excel® Proficiency (Critical): Must demonstrate Intermediate to Expert abilities within Microsoft Excel® The pre-screening process will assess your comfortability and ask for specific examples of how you utilize complex functions and formulas to manipulate data, troubleshoot issues, and generate reports.
• Accounts Payable/Receivable Knowledge: Must be able to demonstrate a high level of understanding of AP/AR experience knowledge and accounting principles.
• Data Management: Ability to prepare, analyze, and prioritize data analysis tasks effectively.
• Benefits Knowledge (Preferred): Understanding of employee benefits, to include HRA/HSA/FSA benefits.
• Software Skills: PC literate, including proficiency with Microsoft Office® products.
• Organizational Skills: Excellent organizational skills, accuracy, and attention to detail are paramount.
• Communication: Strong interpersonal and communication skills, both written and oral.

Experience & Education:

• Preferred Experience: At least three (3) years of experience in an insurance, employee benefits, accounts receivable or payable, and/or payroll position, preferably within a medium-to-large employer setting.
• Education (Preferred): A bachelor’s degree in Accounting, Human Resources, Analytics, or a related field is preferred.

Core Competencies:

• Ability to interpret a variety of complex instructions furnished in written, oral, diagram, or schedule form.
• Must be able to handle multiple priorities in an ever-changing, deadline-driven environment.
• Ability to work both independently and within a collaborative team structure.
• Ability to meet or exceed established performance competencies.

It is FCE Benefit’s policy to provide equal opportunity employment for all qualified applicants and employees. FCE does not unlawfully discriminate on thebasis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), national origin, ancestry, age, physical or mental disability,legally protected medical condition, family care status, veteran status, marital status, sexual orientation, or any other basis protected by state or federal law orlocal ordinance. This applies to all areas of employment including recruitment, hiring, training, promotion, compensation, benefits, transfer, and social andrecreational programs.

Leading provider of Health and Welfare benefit solutions to Government Contractors.