Sr. Operations Specialist

The Baldwin group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted commercial insurance and risk management, private insurance and risk management, employee benefits and benefit administration, asset and income protection, and risk mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin group (nasdaq: bwin), takes a holistic and tailored approach to insurance and risk management.

Under general supervision, performs a variety of client accounting and reporting functions in multiple systems, requiring a moderate amount of detail orientation and complexity. Responsibilities include auditing, researching, and reconciling data variances, invoicing agency bill clients and producing reports on a weekly basis that help ensure the efficiency of the Employee Benefits Group. In addition, special projects may be assigned from the Director of Operations or manager.

PRIMARY RESPONSIBILITIES:

• Assist in reviewing and correcting invoices that are generated in our management system and sent to clients.
• This may require liaison with Client Experience and Accounting to resolve any differences on the invoices.
• Determine if invoiced amount matches the schedule
• May creating invoices for installments and send to client or provide instruction to Operations Analyst for invoicing in Epic
• Would then review to confirm accuracy of billing
• Participate in document review with the team for creating high quality accurate workflows, how to documents and reports.
• Research various items that might be requested by client experience that may pertain to the invoicing or service aspects of our management system.
• Working and supervising reconciling direct bill discrepancies
• Other tasks may be assigned by Training & Quality Assurance Leader for Sr. Operations Analyst to review and determine best course of action for implementing.
• Monitor Aged Receivable reports and assist with sending out statements, collections and necessary system clean up and activity entries
• Work in project management or tracking documents, keeping accurate records and tracking status
• Assist in month end tasks
• Support reporting needs

EDUCATION:

• Bachelor’s Degree or 2 years experience
• Bachelor’s Degree or Technical/Trade School 5 years

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

About Us

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.

At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.