Senior Accounting Operations Specialist

Location:

e123 is a Work From Anywhere company based in southern California with an entirely remote workforce from all over the US. This role can be based anywhere in the US (with the exception of IN, IL, PA, NE).

e123 is transforming the distribution of health insurance in the United States while creating a new insurtech category. e123 helps businesses manage the complex world of health insurance distribution. We handle $3B in annual premium billings through a network of nearly 400,000 agents. We deliver a single, easy to use platform for clients to distribute and market insurance and benefits products at all levels.

We are rapidly expanding our product suite to address major pain points for enterprise carrier and distribution customers in this market vertical.

We’re on a mission to fix a broken system, making it easier and more reliable for millions of people to protect themselves against the unexpected by enabling insurance providers to better match individuals with the right health insurance solutions. This in turn enables accelerating growth for our clients. At e123, we deliver a powerful, widely-used core SaaS product in a premier position central to our industry, and our team knows as much as anyone about the complexities of the United States healthcare insurance distribution network.

The Senior Accounting Operations Specialist is a high-ownership, independent contributor responsible for ensuring the financial integrity and operational durability of e123’s TPA and Managed Services business.

This role goes beyond transactional processing. It requires the ability to think laterally across systems, identify upstream and downstream impacts, solve complex workflow discrepancies, and proactively strengthen controls. The ideal candidate operates with accuracy and urgency, anticipates risk, and brings forward solutions — not just issues.

This individual reports to the TPA Accounting & Operations Manager and partners with cross-functional teams to ensure reliable premium flows, commission accuracy, vendor disbursements, fiduciary account integrity, and regulatory compliance.

• Analyze multi-step accounting workflows (premium funding, commission logic, billing cycles, eligibility feeds) to identify inconsistencies, breakdowns, or concentration risk.
• Perform root cause analysis on discrepancies and implement corrective and preventative controls.
• Independently assess ambiguous issues and recommend well-reasoned solutions with clear impact analysis.
• Think beyond the immediate task to evaluate how changes affect revenue timing, reconciliation cycles, client reporting, and audit exposure.

• Prepare and process vendor payments and commission disbursements with precision and strict adherence to timing requirements.
• Perform complex account reconciliations, including fiduciary trust accounts, proactively resolving variances.
• Manage Accounts Receivable and Accounts Payable workflows, ensuring accurate funding alignment and documentation.
• Prepare monthly, quarterly, and ad-hoc financial and operational reporting for internal and external stakeholders.

• Ensure compliance with state-specific TPA regulatory requirements, client contracts, and fiduciary standards.
• Assist in audit preparation, documentation readiness, and audit response.
• Strengthen validation checks and internal controls impacting billing, payables, eligibility, and commissions.
• Maintain strict confidentiality of financial and client data.

• Partner with Managed Services, Product, and Technology teams to reconcile system-driven data changes and product-related costs.
• Serve as a subject matter expert on TPA accounting workflows and operational funding flows.
• Support strategic initiatives and process improvements that enhance scalability and reduce manual intervention.
• Document and continuously improve desktop procedures to drive clarity, efficiency, and risk reduction.

• Train and mentor team members to elevate analytical thinking and accuracy standards.
• Serve as a…