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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in financial reconciliation and advanced spreadsheet skills, including pivot tables and macros, while ensuring compliance with internal controls and delivering exceptional customer service. Capable of collaborating effectively with various stakeholders to resolve billing-related inquiries in a fast-paced environment.
Highest-signal resume keywords
Financial ReconciliationAdvanced Spreadsheet SkillsData AnalysisSponsor Financial Services (SFS)Group Benefits Business
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReconciliationAdvanced Spreadsheet SkillsData AnalysisBilling Data ValidationAccounting Tasks
Soft Skills
Attention To DetailTime ManagementFlexibilityExcellent Communication SkillsOrganizational Skills
Tools & Technologies
Workorder Inquiry Tool (WIT)Amendment Implementation Manager (AIM)ManuconnectClients IIVitech
Industry Keywords
Group BenefitsInternal ControlsCustomer ServiceBilling-related InquiriesStakeholder Communication
About the role
Key responsibilities & impact- Monitor and manage Workorder Inquiry Tool (WIT) and Amendment Implementation Manager (AIM) daily
- Prepare journal entries and complete accounting tasks
- Investigate and resolve discrepancies or issues promptly
- Complete all assigned monthly tasks during the Bill Run, Business Day 1–8
- Validate billing data and ensure compliance with internal controls
- Complete assigned tasks accurately and within deadlines in a fast-paced environment
- Collaborate with Deposits, Receivables, Regional Group Offices and Under Writers to resolve billing-related inquiries
- Communicate with stakeholders regarding timelines and issues
Requirements
What you’ll need- Proficient in financial reconciliation and advanced spreadsheet skills, including pivot tables and macros
- Strong data analysis capabilities
- Strong understanding of Sponsor Financial Services (SFS) system feeds and workflows
- Familiarity and experience in Manuconnect, Clients II, Vitech and Administrative Services Only Billing considered
- In-depth understanding of the Group Benefits business
- Strong attention to detail, time management and flexibility
- Self-driven and adaptable, with strong follow-through abilities
- Excellent oral and written communication skills
- Commitment to providing a positive customer service experience
- Excellent organizational skills
- Ability to collaborate effectively with team members
Benefits
Comp & perks- Flexible work environment
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays
- Vacation
- Personal days
- Sick days
- Statutory leaves of absence