Compass Health Consultants ยท 23 hours ago
Financial Coordinator
United States
Full-time
Remote
Mid LevelCompass Health Consultants is seeking an experienced and strategic Financial Coordinator to join their payroll team. The main duties include working with the internal EHP team to identify overdue accounts and collecting premiums from clients.
ConsultingHealth InsuranceInsuranceLife Insurance
Responsibilities
Train EHP clients on how to pay their bills online as needed
Follow-up with clients when they are behind on their payments
Answer clients' questions regarding the breakdown of their invoice
Assist with other finance related duties in the Paylogix system
Lead virtual training meetings with clients
Assist the Finance Department as needed for other finance related functions such as enter agent data and payroll amounts into payroll systems, answer agent inquiries via both email and phone, assist with relevant projects and duties as needed, while maintaining deadlines
Qualification
Required
Experience as a Financial Coordinator or similar role
Ability to work with internal teams and clients
Strong communication skills to answer client inquiries
Experience with online payment systems
Ability to train clients on financial processes
Experience with finance-related duties in a payroll system
Ability to maintain deadlines while working independently
Company
Compass Health Consultants
Compass Health Consultants is a consulting firm that provides information on Medicare, health, life, and dental insurance products.
Founded in 2013
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Don Weinberg
Broker- Consultant- Partner- Group Specialist
Ghaleb Zayed
Managing Partner
Company data provided by crunchbase