The Financial Reporting Specialist will be responsible for:
- Providing financial reporting to groups on a monthly basis
- Working in multiple carrier sites to capture data accurately
- Utilizing Excel to manipulate data
- Correctly inputting data into complex reporting packages
- Reviewing data to find inaccuracies
- Learning new technology and programs
- Producing and distributing reports
- Explaining financial reporting to benefit analysts, producers and clients
Specific Knowledge, Skills and Abilities:
- Must have Intermediate Microsoft Excel skills or better
- Keen attention to detail
- Critical thinking skills and ability to spot abnormalities in data
- Strong general computer and internet skills
- Ability to quickly learn new software systems
- Strong organizational skills and task-oriented
- Capable of passing State Life and Health licensing exam upon hiring
Core Competencies:
- Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)
- Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
- Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
- Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
- Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
- Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
- Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
- Dependability: Acknowledgment of the importance of being present and punctual.
- Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
- Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
- Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education:
- College degree in data analytics, finance, insurance, mathematics, statistics preferred
- High school diploma or equivalent required
- Experience in group health insurance and/or data analytics preferred
Licensing and Credentials:
- Employee Health and Life License (Active)
Systems:
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
- Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable
Physical Requirements:
- Ability to lift 25 pounds
- Repeated use of sight to read documents and computer screens
- Repeated use of hearing and speech to communicate on telephone and in person
- Repetitive hand movements, such as keyboarding, writing, 10-key
- Walking, bending, sitting, reaching and stretching in all directions
- Ability to attend client meetings when requested
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
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What We Do
We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.
