Financial Analyst-Underwriting Hybrid

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK
180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people‑first approach. To learn more, please visit:

The Direct Bill Processor (Benefits) reports to the Team Lead, Direct Bill (Benefits). They are responsible for daily upload of benefits cash deposits into the benefits cash log/cash tracker tool. Responsible for gathering carrier statements and matching to deposit on benefits daily cash tracker log. Once deposit is matched to carrier statement, responsible for saving carrier statement in PDF or Excel format (using AOC standard naming convention) into Egnyte folders.

• Contribute to the daily operations of the cash receipts department
• Responsible for coding, batching and processing cash
• Utilize NFP system
• Daily balancing and reconciliation of bank deposit and EPIC direct bill cash receipts posted
• Participate with internal and audit requests
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork

• Ability to accomplish goals while meeting deadlines
• Possess good analytical skills, problem solving skills, and good communication skills, both verbal and written
• Attention to detail
• Strong work ethic

• High school diploma required; some college preferred
• Must be able to manage projects efficiently and effectively, as well as, meet set deadlines
• Must be proficient in Excel, Word, and be able to adapt to/understand various accounting system
• Steady work experience

• None Required

We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our People First culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $50,000 – $81,000.

The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

NFP is an inclusive Equal Employment Opportunity employer.

Not Applicable

Full-time

Other — Insurance