Financial and Insurance Assistant

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Job Title: Chautauqua Benefit Specialists

Financial and Insurance Services Assistant

Wage Category: Full-Time/Part-Time (potential for performance based compensation)

Report To: Director of Finance and Insurance Services

Location: Jamestown

Skills and Qualifications: To be successful at this job one must be a self-starter, be able to work independently with minimum supervision, have a strong attention to detail and be able to multi-task while working under a deadline. Must be flexible and be willing to work in a professional and dynamic environment. Candidate must have strong customer service skills and bookkeeping experience. Excellent computer skills and a sound knowledge of Microsoft Office Suite and QuickBooks experience is preferred.

Essential Functions

Overview

· Develop and maintain an understanding of and be able to efficiently use and update the organization's customer relations management system, insurance database and QuickBooks along with producing reports as needed.

· Scan checks to Director, reconcile deposit and take to bank weekly

· Open Mail daily and distribute

· Run Monthly financial reports to be sent to team monthly once closed by director

· Update and maintain monthly deliverables, gift card sales and gift card tracking

· Maintain database(s) including data entry, in management system for insurance product enrollments, changes, cancellations and renewals

· Provide office and administrative support functions for Chautauqua Benefits Specialists (CBS), Chautauqua County Chamber of Commerce (CCCC), Manufacturers Association of the Southern Tier (MAST) and Dream It Do It, WNY (DIDI)

· Assist clients in person and answer phone calls from insurance clients

· Work with collections and collect on past due accounts for MAST, DIDI and CBS

• Complete invoicing including monthly membership billing, monthly insurance billing. Create invoices for clients pertaining to program sponsors and invoices pertaining to various contracts with clients.
• Enter payables, scan in payables to the vendor in QuickBooks, run checks and mail weekly
• Help director with preparation of year end audit

· All other duties and projects as assigned by the Director of Finance and Insurance Services

Job Specifications

• Minimum Associates Degree and/or 1+ years of related experience
• Successful candidate must be a self-starter, be able to work independently with minimum supervision, have a strong attention to detail and be able to multi-task while working under a deadline.
• Excellent bookkeeping skills

· Willing to obtain health insurance license paid and trained by company

• Ability to problem-solve.
• Must be flexible and be willing to work in a professional and dynamic environment.
• Candidate will have the ability to work within a team and independently.
• Strong customer service skills required.
• Exceptional computer skills and a sound knowledge of Microsoft Office Suite are required.
• QuickBooks experience preferred

Pay: $32,000.00 - $35,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Weekly day range:

• Monday to Friday

Work setting:

• Office

Work Location: In person