CoverWallet, Accounting Operations Specialist

CoverWallet, an Aon company is hiring for an Accounting Operations Specialist , this position can be in our Victor, NY, Lincolnshire, IL, or Fort Washington, PA offices.

About Us :

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.

Aon is in the business of better decisions :

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like :

• Responsible for review of client receivables and carrier payables including identification and initiation of resolution of premium discrepancies
• Point person for internal and external contacts for policy inquiries and outstanding premium balances
• Ensure resolution requests are completed and escalate and report exceptions
• Report and describe any policy system and data input errors
• Liaison information and provide guidance to the 3rd party transaction processing team
• Ensure compliance with accounting policies and financial controls
• Other responsibilities and enterprise duties as assigned

Skills and experience that will lead to success :

• 1 + years of related experience
• Experience using Salesforce and Applied Epic Accounting System preferred
• Solid financial accounting and analytical skills
• Experience in researching and resolving reconciliation variances
• Motivated self-starter
• Demonstrated excellent verbal, interpersonal, and written communication skills
• Advanced Excel, Google Sheets, and PowerPoint and database analytics
• Insurance Agency account experience preferred
• Strong customer service focus

Education :

Bachelor’s degree in Accounting, Finance, Management, or Mathematics preferred

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!
30+ days ago