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Premium Analyst

Company: Sequoia Benefits
Location: San Mateo
Posted on: June 6, 2021

Job Description:

About Sequoia Consulting Group

Sequoia Consulting Group is a tech-enabled consulting and services company that provides benefits, HR, payroll, and risk management solutions for people-driven employers with 20 to 20,000 employees. The Sequoia People Platform centralizes workforce data and helps companies navigate complex issues so they can maximize their investment in people, whether they are in office, distributed, or global. For two decades, Sequoia has been working with companies to balance the needs of their business with the needs of their people.

Sequoia has offices in the San Francisco Bay Area, New York, Tempe, and Bangalore. Visit or follow us on LinkedIn and Twitter to learn more.

What does the job entail?

The Premium Analyst will be responsible for producing and reconciling consolidated premium invoices for clients participating in the Sequoia Tech Program. The Sequoia Tech Program is an innovative benefits solution focused on increasing value and decreasing healthcare costs for the world's most dynamic high-tech companies. This team member will be part of an agile team that lives within Sequoia's Product, Technology, and Operations organization.

What You'll Do

  • Utilize Sequoia's proprietary invoice platform to generate monthly consolidated benefit invoices for clients and corresponding carrier premium remittance reports
  • Initiate client ACH debits and carrier wire transfers for payment of benefit premiums
  • Reconcile premium data on benefit invoices and enrollment data in client benefits administration systems (e.g., ADP, bswift, PlanSource, Workday)
  • Work cross-functionally across Sequoia's Market Analyst, Client Service, Client Operations, and Technology teams to research and resolve billing discrepancies with carriers
  • Upload and reconcile invoice details to NetSuite to manage premium accounting
  • Partner with internal and external development teams to prioritize, implement, and test system bug fixes
  • Provide input on the future roadmap of Sequoia's consolidated invoice platform and be a key player in defining the business requirements and logic required for development
  • Identify and drive process improvements that result in internal and external efficiencies and accuracy
  • Create and update team process documentation, including contributions to Sequoia's internal Knowledge Base

What You'll Need

  • 2-5 years of experience in finance/accounting
  • Bachelor's degree in accounting, finance or mathematics
  • Excellent analytical, organizational, and communication skills
  • Ability to prioritize workload and perform in a fast-paced environment
  • Strong proficiency in Microsoft Excel
  • Team player and proactive self-starter
  • Experience with Salesforce, JIRA, and NetSuite is a plus

What Success Looks Like in the First 3 Months

  • Discrepancy management process
  • Netsuite reconciliation
  • Complete invoices using process documentation independently run and reconcile invoices.

Sequoia's Culture - Our most important asset


Passion for service


Growth oriented

Caring for others


Focused on relationship building


Sequoia provides competitive compensation including base salary, performance based bonus programs, and comprehensive benefits package including 401(k) matching and profit sharing programs.

Keywords: Sequoia Benefits, San Mateo , Premium Analyst, Other , San Mateo, California

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