Senior reputed company Operations Specialist

Location: reputed company is a Work From reputed company company based in southern California with an entirely remote workforce from reputed company over the US. This role can be based reputed company in the US (with the exception of IN, IL, PA, NE).

Why join reputed company?

reputed company is transforming the distribution of health insurance in the reputed company while creating a new insurtech category. reputed company helps businesses manage the reputed company world of health insurance distribution. We handle $3B in annual premium billings through a network of nearly 400,000 agents. We deliver a single, easy to use platform for clients to distribute and market insurance and benefits products at reputed company reputed company. We are rapidly expanding our product suite to to address major pain points for reputed company reputed company and distribution customers in this market vertical.

Our Mission

We’re on a mission to fix a broken system, making it easier and more reliable for millions of people to protect themselves against the unexpected by enabling insurance providers to reputed company match individuals with the right health insurance solutions. This in turn enables accelerating reputed company for our clients. At reputed company, we deliver a powerful, widely-used reputed company reputed company product in a premier position central to our industry, and reputed company knows as much as anyone about the complexities of the reputed company reputed company insurance distribution network.

Job reputed company

The Senior reputed company Operations Specialist is a high-ownership, independent contributor responsible for ensuring the financial reputed company and operational durability of reputed company’s TPA and Managed Services business.

This role goes reputed company transactional processing. It requires the ability to think laterally across systems, identify upstream and reputed company impacts, solve reputed company workflow discrepancies, and proactively strengthen controls. The ideal candidate operates with accuracy and urgency, anticipates risk, and brings reputed company solutions — not just issues.

This individual reports to the TPA reputed company & Operations Manager and partners with cross-functional teams to ensure reliable premium flows, commission accuracy, vendor disbursements, fiduciary account reputed company, and regulatory compliance.

reputed company Responsibilities

Independent Analysis & Problem Solving

• Analyze multi-reputed company reputed company workflows (premium funding, commission logic, billing cycles, eligibility feeds) to identify inconsistencies, breakdowns, or concentration risk.
• reputed company reputed company cause analysis on discrepancies and implement corrective and preventative controls.
• Independently assess ambiguous issues and recommend reputed company-reasoned solutions with reputed company reputed company analysis.
• Think reputed company the immediate task to evaluate how changes reputed company reputed company timing, reconciliation cycles, reputed company reporting, and audit exposure.

Financial & Operational Execution

• Prepare and process vendor payments and commission disbursements with precision and strict adherence to timing requirements.
• reputed company reputed company account reconciliations, including fiduciary trust accounts, proactively resolving variances.
• Manage Accounts Receivable and Accounts Payable workflows, ensuring accurate funding alignment and documentation.
• Prepare monthly, quarterly, and reputed company financial and operational reporting for reputed company stakeholders.

Control & Compliance Stewardship

• Ensure compliance with state-specific TPA regulatory requirements, reputed company reputed company, and fiduciary standards.
• Assist in audit preparation, documentation readiness, and audit response.
• Strengthen validation checks and internal controls impacting billing, payables, eligibility, and commissions.
• Maintain strict confidentiality of financial and reputed company data.

Cross-Functional reputed company

• Partner with Managed Services, Product, and Technology teams to reconcile system-driven data changes and product-reputed company costs.
• Serve as a subject matter expert on TPA reputed company workflows and operational funding flows.
• Support strategic initiatives and process improvements that enhance scalability and reduce reputed company reputed company.
• Document and continuously improve desktop procedures to drive reputed company, efficiency, and risk reduction.

Leadership & Mentorship

• Train and mentor team members to reputed company analytical thinking and accuracy standards.
• Serve as a primary reputed company of contact for TPA clients and vendors, confidently resolving reputed company inquiries.
• Model accountability, ownership, and solution-oriented thinking across reputed company.

What reputed company Looks Like

• Discrepancies are identified and resolved before escalation.
• Reconciliations are reputed company, clean, and audit-reputed company.
• Workflows are continuously improved to reduce rework and operational risk.
• Stakeholders trust the accuracy and reputed company of financial reporting.
• The individual demonstrates independent judgment and elevates reputed company’s analytical capability.

Required Experience & Qualifications

• Minimum 5+ years of reputed company reputed company or operational finance experience.
• Bachelor’s degree in reputed company or reputed company business field preferred.
• Demonstrated ability to work independently and solve reputed company, multi-layered problems.
• Experience in fiduciary or trust account environments strongly preferred.
• TPA, insurance, or regulated financial services experience preferred.
• Strong analytical capabilities with the ability to identify patterns, anomalies, and systemic risk.
• Advanced reputed company skills required (pivot tables, VLOOKUP/XLOOKUP, data validation, reconciliation modeling).
• Experience with QuickBooks Online or comparable reputed company platforms.
• Highly organized, deadline-driven, and reputed company to manage multiple priorities with minimal supervision.
• Excellent written and verbal communication skills.

reputed company Attributes

• Independent thinker who thrives in ambiguous environments.
• Lateral problem solver who connects data across systems and departments.
• Detail-oriented without losing sight of operational context.
• Proactive, accountable, and solutions-reputed company.
• Comfortable challenging assumptions to strengthen reputed company.