Insurance Services Specialist at NFP assisting executive clients with life insurance implementation. Handling applications, coordination with clients, and medical underwriting requirements for policy purchases.
About the role
- Lead the US IBA team in executing and managing insurance broking accounting practices. Collaborate with global teams, ensuring effective accounting operations and compliance.
Responsibilities
- Lead onshore and offshore teams supporting across accounts payable, accounts receivable, and cash allocation activities.
- Partner with Global IBA teams to ensure alignment with Group process standards.
- Define operational requirements for new and existing processes, collaborating with key stakeholders.
- Drive team performance by setting clear objectives, monitoring delivery, and ensuring service level agreements are consistently met.
- Facilitate and lead team and business-unit meetings as required.
- Ensure timely and accurate execution of cash matching, payment processing, and technical transactions.
- Maintain accurate, up-to-date system records and deliver accounting operations, and KPI reporting to stakeholders.
- Perform account reconciliations with markets and clients as required.
- Respond to account-related inquiries promptly.
- Monitor and assess regulatory and legal changes impacting IBA operations.
Requirements
- In-depth understanding of the Bill-to-Cash lifecycle within an agency management system.
- Hands-on Applied Epic (AppliedEPIC) tactical experience is highly desirable.
- Proven experience in accounting operations, preferably within an IBA or comparable agency environment.
- Demonstrated leadership capability with a strong track record of managing, developing, and motivating teams.
- Exceptional planning, organizational, and project management skills with the ability to manage competing priorities effectively.
- Comprehensive knowledge of financial systems, reconciliation processes, and general ledger management.
- Proven ability to interpret, implement, and enforce policies and procedures with accuracy and consistency.
- Strong communication skills with the ability to engage and influence stakeholders across all levels of the organization.
- High level of integrity, sound judgment, and commitment to ethical financial practices.
- Adaptability to regulatory changes and evolving business requirements in a dynamic environment.
- Advanced proficiency in producing, analyzing, and interpreting financial and KPI reports to support decision-making.
Benefits
- A career that you define.
- Diversity and Inclusion.
- Reasonable adjustments.
- Health insurance.
- 401(k) matching.
- Flexible work hours.
- Paid time off.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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