Chubb · 1 month ago
Financial Analyst, Surcharges
510 Walnut Street, Philadelphia, PA, 19106, US
Full-time
Onsite
New Grad, Entry LevelChubb is a leading global insurance provider, and they are seeking a Financial Analyst for their Surcharges team. This role involves analyzing, reconciling, and validating surcharge accounts in the general ledger, ensuring quality and timely deliverables while collaborating with various business partners.
Commercial InsuranceFinancial ServicesHealth InsuranceInsuranceMortgageRisk Management
Responsibilities
Analysis of the payments made to the assessing organizations. Reconcile and validate with billing data from numerous policy administration systems. Research root causes of variances
Work with the business groups and manage the correction of reconciling items. Assign responsibility for reconciling items to the owners of the policy administration billing systems and/or to the assessment payment unit. Follow-up to ensure corrections/changes are instituted to rectify reconciling differences
Substantiate surcharge balances for review and testing by the Finance committee, Internal Audit and Financial Compliance departments
Prepare monthly reports to reconcile and validate the surcharge account balances
Reconcile & maintain surcharge billing database for monthly billing data received from various sources and validate with balances in the general ledger. Work with IT to resolve any discrepancies
Prepare supporting documentation, enter, and post journal entries into the general ledger
Update and document any changes to account reconciliation procedures and save in the department procedures shared drive
Respond promptly and within requested due dates to any internal questions
Assist as necessary, in terms of providing data to surcharge manager, for analysis on existing or new surcharges
Qualification
Required
Strong communication skills
Attention to detail
Ability to cultivate relationships with business partners across various functions
Strong desire to learn and develop
Company
Chubb
Chubb is a mortgage firm that offers risk management, property, health, personal, business, health, home, and life insurance.
Founded in 1985
10001+ employees
H1B Sponsorship
Chubb has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey Investors
Berkshire Hathaway
2025-08-04Post Ipo Debt· $1.25B
2024-07-29Post Ipo Debt· $1.3B
2024-05-15Post Ipo Equity· $6.7B
Leadership Team
Annmarie Dugan Hagan
CFO Operations Technology & Transformation Chubb Group
John Keogh
President & Chief Operating Officer
Recent News
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2026-01-14
2026-01-08
2025-12-30
Company data provided by crunchbase