Accountant, Accounting Assistant, Accounts Receivable​/ Collections

Overview

Alera Group is looking for a Premium Account Manager to join our team in Needham, MA. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

• Manage agency bill processes efficiently, including client premium transactions and timely payments
• Reconcile carrier statements, research discrepancies and request company refunds as needed
• Review invoices for proper documentation and approval before processing
• Maintain accurate activities, files, and documentation in line with company policy and accounting standards
• Create and manage correspondence for disputes, revisions, over payments and exceptions
• Respond promptly to Account Manager, company inquiries, and agency bill audits
• Direct Bill Commission Download
• Support special projects

• High school diploma or equivalent required
• 2+ years of finance and/or accounting experience
• Applied Epic and insurance accounting knowledge strongly preferred
• Solid understanding of accounting rules, regulations, policies and procedures within financial services
• Proficient in Microsoft Outlook, Word, and Excel; familiar with HIPAA regulations
• Detail-oriented, organized and able to manage deadlines effectively
• Strong communication and interpersonal skills with a commitment to confidentiality

This job is expected to be performed on a hybrid schedule within the Needham, MA office, as agreed with leadership.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

The salary range is $65,000 to $70,000 per year.

We re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type:
Hybrid