• *Introduction**
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
• *How you'll make an impact**
The incumbent acts as an account manager in the coordination of moderate to complex billing and collection activities for assigned accounts. The analyst has direct interaction with clients and account executives to follow up on collection issues and ensures resolution of all disputes. Develops effective working relationships with Pricing, Sales, Account Management, Billing, Claims and other areas, as necessary.
Primary responsibilities will include follow up activity on amounts past due from clients and work with external customers to determine issues with outstanding balances. Investigates and resolves issues with various internal departments such as Billing, C&Q, Claims and Account Management. Initiates best corrective action to pursue collections before they become past due.
Performs moderate to complex billing and collections reconciliations to invoice. Perform follow up of required parties to ensure that necessary issues are resolved. Establishes forecast on payments based on client's previous payment history.
Prepares trending and commentary on aging receivables. Prepares write-up for management's approval on receivables to be written off. Coordinates with legal on bankruptcies. Increases productivity by developing automated applications; eliminating duplications; coordinating information requirements.
Continuously looking for ways to improve and implement efficiencies in overall process. Provides information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Accomplishes finance and organization mission by completing related results as needed. Knowledge of generally accepted accounting principles and procedures. Collaborate with business partners to deliver accurate and timely results.
Assumes other responsibilities and project activity as assigned.
• *About You**
Required: Requires Bachelor's degree and a minimum of 3 to 5 years related experience. Strong PC and Microsoft application skills. Excel expertise required (pivots, V-lookups, macros).
Reporting
Skills, Informing Others, Financial Skills, Forecasting, Corporate Finance, Financial Diagnosis, Financial Software, Analyzing Information, Statistical Analysis, Process Improvement, Financial Planning and Strategy.
Preferred: Prefer degree in Accounting or Finance. CPA, CMA or CFA certification preferred.
Microsoft
Access and Sequel experience preferred.
Insurance
Background particularly claims a plus. Cognos and JD Edwards General Ledger knowledge preferred.
Behaviors: Highly motivated with the ability to work on a team as well as independently and drive results. Comfortable in an environment with changing priorities, and competing demands for time. Highly motivated with ability to drive results. Ability to work extended hours as required.
• *Compensation and benefits**
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave
• O
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