Billing & Reporting Analyst
Core
Manage and analyze account-related activities impacting revenue, billing, and carrier relationships; identify discrepancies, resolve open items, and produce accurate reports for informed decision-making.
Role type
Mid-level billing and reporting analyst
Builds
Monthly open activity reports, EMT reports, and ad hoc reports for business decision-making
Domain
Insurance brokerage / Financial operations
Deliverable
dashboards & analysis
Required skills
Data analysis, discrepancy identification, financial/billing process knowledge, reporting tools, advanced Excel (Pivot Tables, lookups), attention to detail, organizational skills
Preferred skills
EPIC system experience, post-secondary education in Analytics/Economics/Accounting/Business
Technologies
Excel, EPIC
Responsibilities
Manage HFC initiated activities impacting revenue and accounts receivable/payables; Create and distribute monthly open activity reports; Partner with unit leaders and client service teams to resolve open activities; Investigate complex activities and ensure accurate issue resolution; Collaborate with HFC to maintain consistent activity management across regions; Assist with advanced premium payments to Facility and other carriers; Prepare and send monthly EMT reports highlighting premium and commission issues; Design and deploy ad hoc reports as required
