Job Description

POSITION SUMMARY:

Trionfo Solutions is looking for a talented Bookkeeper who has a solid understanding of insurance companies’ background and has experience in working with insurance premiums, adjustments, credits, and posting and collecting member and other business-related payments.

DUTIES AND RESPONSIBILITIES:

• Payment Processing (A/R):
  • Process members’ monthly premium payments
  • Accurately prepare bank deposits and deposit all checks and money orders.
  • Report any ACH failures as well as credit card declines.
• Remittance processing (A/P):
  • Remittance to carriers.
  • Assist with client bill payment daily by reviewing and approving client batches and releasing electronic payments.
  • Check for accuracy in figures, postings, and reports.
• Commission Processing:
  • Processing of internal commissions.
  • Processing of external commissions.
• Reconciliation Processing:
  • Reconciliation of all premium bank accounts.
  • Audit the accuracy of figures, calculations, and postings recorded by other team members and report any differences found in records.
  • Work to identify and resolve incomplete or conflicting information and develop standards.
• Teleworking may be required based on business needs. Must adhere to Trionfo’s Teleworking Policy by demonstrating fundamental controls and practices in protecting Trionfo’s information/assets required by candidate to complete job duties at remote location as specified in policy.
• Responsibilities and tasks outlined in this document are not exhaustive and may change as determined by the needs of the company.

EDUCATION, EXPERIENCE AND OTHER SKILLS:

• Associate's Degree in Accounting, Finance, Business, or a related field.

• 3+ years experience as a bookkeeper.

• Experience dealing with insurance premiums, member payments, adjustments, credits, preferred.

• A calm and focused approach to high-pressure situations.

• Ability to prioritize and multi task.

• A strong work ethic with an appreciation for ownership, independence, accountability and autonomy in your role

• The ability to be receptive and action-oriented in response to constructive feedback.

• High degree of accuracy and attention to detail.

• Exceptional oral and written communication skills.

• Must be proficient in Microsoft Word and Excel (must be able to run formulas, macros, graphs, charts, etc).

• Must be legally authorized to work in the United States for any employer without sponsorship.

Company Description

Trionfo is an InsureTech company unlike anything else in the market. Our mission: Become the ONE platform where Carriers, Agents, Employers and Employees/Individuals have the ability to accomplish every process needed to facilitate the distribution and consumption of insurance (Quotes, Proposals, Onboarding, BenAdmin, Billing to Renewals). Our difference: Experience. Trionfo was founded by an insurance executive who already had 30 years’ experience working with carriers and their distribution channels. We know the market from the inside out. With an already impressive client list, Trionfo is growing rapidly and looking for top talent to build the business for carriers and with brokers to employers and consumers.