Premium Accountant jobs in United States
cer-icon
Apply on Employer Site
company-logo

Alera Group, Inc. · 4 hours ago

Premium Accountant

Alera Group is looking for a Premium Account Manager to join our team in Needham, MA. The role involves managing agency bill processes, reconciling carrier statements, and ensuring accurate documentation in line with company policies and accounting standards.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Manage agency bill processes efficiently, including client premium transactions and timely payments
Reconcile carrier statements, research discrepancies and request company refunds as needed
Review invoices for proper documentation and approval before processing
Maintain accurate activities, files, and documentation in line with company policy and accounting standards
Create and manage correspondence for disputes, revisions, overpayments and exceptions
Respond promptly to Account Manager, company inquiries, and agency bill audits
Direct Bill Commission Download
Support special projects

Qualification

Finance experienceAccounting experienceApplied EpicAccounting regulationsMicrosoft ExcelOrganizedDetail-orientedCommunicationInterpersonal skills

Required

High school diploma or equivalent required
2+ years of finance and/or accounting experience
Solid understanding of accounting rules, regulations, policies and procedures within financial services
Proficient in Microsoft Outlook, Word, and Excel; familiar with HIPAA regulations
Detail-oriented, organized and able to manage deadlines effectively
Strong communication and interpersonal skills with a commitment to confidentiality

Preferred

Applied Epic and insurance accounting knowledge strongly preferred

Benefits

Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more

Company

Alera Group, Inc.

twittertwittertwitter
company-logo
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Funding

Current Stage
Late Stage
Total Funding
$1.1B
Key Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity

Leadership Team

leader-logo
Jim Blue
Chief Executive Officer
linkedin
leader-logo
Alan Levitz
Executive Chairman
linkedin
Company data provided by crunchbase