Financial Consultant

Overview

This role provides day-to-day financial support for billing administration, remittance management, and customer account oversight for Regional Market clients across the organization’s U.S. Group Benefits business. The work focuses on accurate billing, financial integrity, and exceptional customer service while supporting the delivery of trusted benefits solutions.

This position serves as the financial lead for a dedicated block of customer accounts, partnering with internal and external stakeholders to address complex billing issues, strengthen customer relationships, and improve the customer experience.

Responsibilities

• Lead the overall management and day-to-day financial support for billing and remittance on assigned customer accounts
• Create financial reports, including monthly revenue projections, billing data, templates, and audit and reconciliation reports
• Manage all financial billing and remittance for a designated block of business (average of 200 customer accounts)
• Develop and maintain relationships with internal and external stakeholders to support the assigned block of business
• Coordinate customer inquiries and support customer needs related to billing

Requirements

• BS/BA degree and 3–5 years of experience
• Excellent organizational, interpersonal, and written and verbal communication skills
• Ability to work independently or collaboratively; manage multiple tasks, prioritize deadlines appropriately, and remain flexible
• Strong accounting and math problem-solving skills, including attention to detail, analytical thinking, and decisiveness
• Strong project management skills, including problem solving, attention to detail, analytical thinking, and decisiveness
• Proficiency in Microsoft Office software and AI-enabled tools

Preferred Qualifications

• Strong knowledge of group products, services, and systems, with the ability to apply analytical skills to the interaction of these products, services, and systems
• General understanding of the U.S. economy and the employee benefits industry

Compensation & Benefits

• Expected salary range: $54,100 - $72,100
• This role may also be eligible for annual short-term incentive compensation
• All incentives and benefits are subject to the applicable plan terms

Benefits may include:

• Comprehensive health plan (medical/prescription drug and vision, dental insurance) and no-cost short- and long-term disability
• Company-paid life insurance and legal services
• Retirement pension funded entirely by the employer and a 401(k) with employer matching
• Group discounts on voluntary insurance products, including auto and home, pet, critical illness, hospital indemnity, and accident insurance
• Employee Assistance Program (EAP) and digital mental health programs
• Parental leave, paid time off, paid holidays, volunteer time off
• Tuition assistance and other benefits

Location

United States