Under general supervision, performs a variety of client accounting and reporting functions in multiple systems, requiring a moderate amount of detail orientation and complexity. Responsibilities include auditing, researching, and reconciling data variances, invoicing agency bill clients and producing reports on a weekly basis that help ensure the efficiency of the Employee Benefits Group. In addition, special projects may be assigned from the Director of Operations or manager.
PRIMARY RESPONSIBILITIES:
- Assist in reviewing and correcting invoices that are generated in our management system and sent to clients.
- This may require liaison with Client Experience and Accounting to resolve any differences on the invoices.
- Determine if invoiced amount matches the schedule
- May creating invoices for installments and send to client or provide instruction to Operations Analyst for invoicing in Epic
- Would then review to confirm accuracy of billing
- Participate in document review with the team for creating high quality accurate workflows, how to documents and reports.
- Research various items that might be requested by client experience that may pertain to the invoicing or service aspects of our management system.
- Working and supervising reconciling direct bill discrepancies
- Other tasks may be assigned by Training & Quality Assurance Leader for Sr. Operations Analyst to review and determine best course of action for implementing.
- Monitor Aged Receivable reports and assist with sending out statements, collections and necessary system clean up and activity entries
- Work in project management or tracking documents, keeping accurate records and tracking status
- Assist in month end tasks
- Support reporting needs
EDUCATION:
- Bachelor’s Degree or 2 years experience
- Bachelor’s Degree or Technical/Trade School 5 years
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Skills Required
- Bachelor's degree or 2 years of experience
- Bachelor's degree or technical/trade school with 5 years of experience
The Baldwin Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.
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Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
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Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
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Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.
The Baldwin Group Insights
What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
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