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Premium Invoicing Analyst I

San Antonio, TX

Position Summary

FCE is seeking a detail-oriented and analytical Premium Invoicing Analyst I to join our dedicated Premium Accounting Department team. This role is essential for ensuring accurate and timely financial operations related to client Health & Welfare Trusts. The ideal candidate will have a strong foundation in accounting principles, 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 data challenges, we encourage you to apply.

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

Essential Responsibilities

  • 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.

How to apply

Please email resume, as an attachment, with cover letter, and salary requirements to: careers@fcebenefit.com

We are an equal opportunity employer.

It is FCE Benefit’s policy to provide equal opportunity employment for all qualified applicants and employees. FCE does not unlawfully discriminate on the basis 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 or local ordinance. This applies to all areas of employment including recruitment, hiring, training, promotion, compensation, benefits, transfer, and social and recreational programs.

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