CoverWallet, an Aon company, was founded in 2015 to reinvent the $100 billion small business insurance industry by using data, design, and technology. As a part of Aon, a leading global professional services firm providing a broad range of risk, retirement, and health solutions with 50,000 colleagues in 120 countries, CoverWallet has the mentality and culture of a high-growth startup with the backing and support of a global multinational company.
CoverWallet is the easiest way for businesses to understand, buy, and manage insurance online and has been recognized as a CNBC Upstart 100, won the Best Insurtech Solution from the Benzinga Awards, and was named “One of the Most Entrepreneurial Companies in America” by Entrepreneur Magazine.
What the day will look like
The Senior Accounting Operations Specialist is a member of the CoverWallet Accounting Operations team. You will be responsible for inquiries and research of amounts due for fiduciary funds. This will also include reporting on policy commissions and producer incentives. This role will be the main liaison with offshore teams, 3rd party vendors, carriers, and internal teams.
CoverWallet, an Aon company is a fast-paced, growing firm that is the perfect place for a goal-oriented, hardworking individual who is looking to make a difference. We expect substantial growth over the next few years, which means you can expect plenty of opportunities for advancement.
Essential job functions
- Responsible for payments of refunds, commission payables, and carrier payables including identification and resolution of premium discrepancies
- Timely reconciliation of balances and payments to agency bill carriers
- Timely reconciliation and follow up on balances due from direct bill carriers
- Responsible for carrier payable analysis and providing a resolution for outstanding issues
- Analyze information gathered from multiple sources, reconcile issues, and decompose high-level information into details to identify recurring imbalance drivers
- Point person for internal and external contacts for inquiries
- Partner with CoverWallet operation and product teams to resolve policy system and data input errors
- Ensure compliance with accounting policies and financial controls
- Other responsibilities and enterprise duties as assigned
Skills and experience that will lead to success
Education:
- Bachelor’s degree in Accounting, Finance, Management, or Mathematics preferred
- Minimum of 3-5 years of related experience
Technical:
- Solid financial accounting and analytical skills
- Experience in researching and resolving reconciliation variances
- Advanced Excel, Google sheets, and database analytics
- Insurance Agency accounting experience preferred
Professional:
- Demonstrated excellent verbal, interpersonal, and written communication skills
- Magnificent attention to detail, with a strong lean-in and roll-up your sleeves demeanor, and the ability to multitask in a fast-paced work environment
- Strong customer service focus
The salary range for this position (intended for U.S. applicants) is $50,000 – $60,00 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
Oview of our benefits fo this opportunity
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work… and we are all for it. We call this Smart Working!
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected]
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
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