Financial Analyst, Commissions Position Available In Greater Bridgeport Planning Region, Connecticut

HealthPlanOne’s mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today. The Financial Analyst, Commissions is responsible for the reconciliation of Insurance Carriers cash receipts related to unpaid Medicare policies. They will support the proper establishment of policy-level receivables for carrier commissions and related performance bonuses and establish the process of reviewing, reconciling, and maximizing carrier commission cash receipts.

Duties/Responsibilities:

Reconcile the carrier cash receipts against Medicare policy details Prepare the monthly audit reports from prior years cash collections on all open/cancelled policies and communicate with Carriers for the details. Resolve any open questions from Carriers in order to follow up for missing payments Engage cross functionally with Operations teams to ensure all policy details are reconciled in the Subledger Update the Carrier payment tracker daily and pull the relevant commission statement from the Carrier portals Maintain the monthly cash reporting for the Subsidiaries Book of Business Perform other related duties as required

Required Skills/Abilities:

Bachelor’s degree in Accounting, Finance or related field 3 years of Finance experience Audit experience Strong oral and written communication skills Ability to manage confidential data with discretion Ability to prioritize and complete projects in a timely manner Ability to work with multiple groups within the organization Strong analytical and problem solving skills Highly organized, exceptional attention to detail, and possess the ability to handle multiple tasks simultaneously. Strong working knowledge of

Excel Preferred Skills/Abilities:

• Health insurance sector experience • Knowledge of the Alteryx platform Equal Employment Opportunity (EEO) is a fundamental principle at HealthPlanOne, where employment is based upon personal capabilities and qualifications. HealthPlanOne does not discriminate because of actual or perceived sex, sexual orientation or preference, gender identity, gender, transgender, race, color, religion, national origin, creed, citizenship status, ancestry, age, marital status, pregnancy, childbirth or related medical conditions, medical conditions including genetic characteristics, mental or physical disability, military and veteran status, or any other protected characteristic as established by law. HealthPlanOne requires the necessary drug testing and background checks as part of our pre-employment practices. If you need assistance or an accommodation due to a disability, please contact us to request accommodation at accommodations@hpone.com Our Story HPOne was started in 2006 with a singular vision: create custom sales, marketing and contact center solutions exclusively for the health and Medicare insurance products. Since our beginnings, HPOne has grown dramatically. We may be bigger in size, but our focus on optimizing health insurance consumer interactions has never been clearer. We have become one of the highest performing marketing, member acquisition and retention companies in the industry, the largest producer of exclusive Medicare leads, and have expanded into nine locations serving consumers seeking Medicare and health insurance in every state. Our mission continues to be finding the right plans that fit our customer’s needs and supporting those customers through enrollment. Year after year we will remain available to customers to make sure they are still satisfied with their plans, or if life changes require new solutions for their healthcare. Our Culture We are a fast-growing company in an industry that is rapidly changing. But a relentless focus on having the most qualified and engaged employees will never change. The HPOne environment encourages collaboration, transparency, open dialogue, and professional growth. Employees routinely describe HPOne as “welcoming,” “innovative” and “motivational.” We treat employees across the entire organization like trusted colleagues, regularly seeking broad input to design what we know to be the best operation in the industry. An entrepreneurial spirit is in our DNA. We require excellence in every task that we undertake. All contributions are valued and everyone on staff pitches in to create a culture where success is the standard and challenges are seen as an opportunity to learn and grow. Every employee – from agents to programmers and senior management – is aligned around the central objective to deliver the most value for consumers.