Reporting Specialist
Full-time
Location: Janesville, WI
Looking for claims and premium bordereau reporting specialist. Must know Excel.
Advanced Software Knowledge:
Microsoft Excel, Power BI, Google Suite, Quickbooks
Responsibilities:
Reporting:
- Create, analyze, and submit monthly premium and claims BDX
- Request daily claims funding
- Retrieve monthly statements
- Record transactions in Quickbooks
- Process daily check registers, upload to Positive Pay
- Communicate with external partners regarding any reporting questions
- Upload bordereaux to FTPs
- Compile and analyze data ad hoc
- ICHRA administration
Accounts Receivable:
- Create monthly and quarterly Invoices
- Create monthly list bills
- Enter commissions into the database
- Input premium aggregates sorted by Carrier
- Reconcile premium accounts monthly
Accounts Payable:
- Pay weekly and monthly commissions
- Pay group carrier premium
- Pay bills
- Release claims
- Reconcile claims accounts monthlyCreate 1099s
Audit
- Licensing
- Compliance
- Premium transfers
- Claims paid
Education: Some college preferred, high school diploma or GED required.
Benefits: View SASid Benefits
Apply Now
Employment Opportunities
- Billing Specialist - Janesville, WI or Remote
- Customer Service Claims - Janeville, WI or Remote
- Reporting Specialist - Janesville, WI
Working At SASid
We work in a beautiful, old building and have a lot of fun at the same time. Take a virtual tour of our offices in the Carriage Works Building.
Learn more about what we do.
Unique Benefits
Pick your own insurance plans, bring your dog to work days, free video visits with doctors and all the other benefits you would expect.