Financial Analyst, Commissions at Healthplanone in Trumbull, Connecticut

Job Description:

HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today.



The Financial Analyst, Commissions is responsible for the reconciliation of Insurance Carriers cash receipts related to unpaid Medicare policies. They will support the proper establishment of policy-level receivables for carrier commissions and related performance bonuses and establish the process of reviewing, reconciling, and maximizing carrier commission cash receipts.



Duties/Responsibilities:

• Reconcile the carrier cash receipts against Medicare policy details


• Prepare the monthly audit reports from prior years cash collections on all open/cancelled policies and communicate with Carriers for the details. Resolve any open questions from Carriers in order to follow up for missing payments


• Engage cross functionally with Operations teams to ensure all policy details are reconciled in the Subledger


• Update the Carrier payment tracker daily and pull the relevant commission statement from the Carrier portals


• Maintain the monthly cash reporting for the Subsidiaries Book of Business


• Perform other related duties as required

Required Skills/Abilities:

• Bachelor's degree in Accounting, Finance or related field


• 3 years of Finance experience


• Audit experience


• Strong oral and written communication skills


• Ability to manage confidential data with discretion


• Ability to prioritize and complete projects in a timely manner


• Ability to work with multiple groups within the organization


• Strong analytical and problem solving skills


• Highly organized, exceptional attention to detail, and possess the ability to handle multiple tasks simultaneously.


• Strong working knowledge of Excel

Preferred Skills/Abilities:




• Health insurance sector experience


• Knowledge of the Alteryx platform



Our centers are consistent with CDC guidelines and align with local government orders pertaining to all Company physical locations in relation to COVID-19.




Equal Employment Opportunity (EEO) is a fundamental principle at HealthPlanOne, where employment is based upon personal capabilities and qualifications. HealthPlanOne does not discriminate because of actual or perceived sex, sexual orientation or preference, gender identity, gender, transgender, race, color, religion, national origin, creed, citizenship status, ancestry, age, marital status, pregnancy, childbirth or related medical conditions, medical conditions including genetic characteristics, mental or physical disability, military and veteran status, or any other protected characteristic as established by law. HealthPlanOne requires the necessary drug testing and background checks as part of our pre-employment practices. If you need assistance or an accommodation due to a disability, please contact us to request accommodation at accommodations@hpone.com Apply Now