Finance and Billing Associate
Bennie, United States
Job Description
About Bennie
Bennie is the modern benefits platform for mid-sized companies. With an easy to use app and world-class brokerage services, Bennie is reimagining the entire benefits experience for employers and their employees. Headquartered in Stamford, Connecticut with employees across the US, this successful, proven team of industry innovators amp; experts have come together from top benefits firms, technology startups, and insurance carriers to create a better benefits experience. Bennie is committed to not only helping companies create healthier workplaces, but also building a better world. 1% of the company’s equity has been pledged to supporting community and health-related causes, so as the company grows, so does the size and scope of our commitment.
About the Role
As the Finance and Billing Associate, your primary responsibility will be to coordinate and manage the receipt of brokerage commissions so that revenue is properly recorded. A successful candidate has strong organizational skills, is detail oriented and is able to communicate in a clear manner. This position can be based in Stamford, CT or New York, NY.
- Review incoming cash receipts (checks amp; electronic payments) and prepare for posting.
- Identify the most efficient way to retrieve carrier commission statements to ensure posting in the current month.
- Research unidentified cash receipts which will require creative thinking to determine the best course of action for proper handling.
- Follow up on exceptions and discrepancies
- Collaborate with other teams or insurance companies to resolve these issues.
- Reconcile weekly and monthly the unposted commission balance to the general ledger.
- Back up for other accounting areas as needed.
- Other duties and projects as assigned.
Requirements
- Problem solving skills
- Solid communication skills: written and verbal.
- Ability to work in fast-paced environment, and juggle multiple priorities and deadlines.
- Strong Excel skills
- Ability to quickly learn
- Able to work independently and as a team
- Experience in an insurance carrier or brokerage environment a plus
- Software: Quickbooks, Zywave Brokerage Builder
- Startup experience a plus
- 2-3+ years of progressive accounting experience