What are the responsibilities and job description for the Reconciliation Administrator position at LegalEASE?
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Vision insurance
- Wellness resources
Who we are:
We are a legal access employee benefits company that makes the needs of members a priority and strives to offer them the best product and service in a personal, but professional, manner.
At LegalEASE, we consider our culture to be among our most important resources. Over the decades our team members have built our culture into what it is today — an environment for our team members to be creative and grow, have fun and be successful, and help our customers to the best of their abilities. Today, this culture is the core at our decision making and strategy.
Join our Team:
We create a customer focused work environment by providing Team Members with the same level of service, respect, and dignity that we provide to our members. Our deeply instilled culture is personified by our Team Members who ensure that we have helped each and every member to the best of our abilities, and to become a company that is easy to work with. If you want to be a part of this cohesive team with opportunities to build a successful career, LegalEASE is the right place for you.
Job Purpose:
The Reconciliation Administrator is responsible for overseeing premium payment reconciliation, ensuring the accuracy of financial records, and resolving complex discrepancies. This role requires a higher level of ownership, proactive problem-solving, and visibility across departments, with regular collaboration and communication with cross-functional teams and leadership. The Reconciliation Administrator plays a key role in driving process improvements and maintaining the integrity of financial and enrollment data.
Essential Functions
- Oversee premium payment processing and account reconciliation, ensuring all transactions are accurate, timely, and compliant with financial policies.
- Identify, investigate, and resolve complex discrepancies in premium payments, refunds, and enrollment data to maintain data integrity.
- Manage and audit reconciliation processes across multiple systems, ensuring all records align with internal and external requirements.
- Serve as a liaison between Finance, Enrollment, and Client Services teams, fostering clear communication and collaboration on reconciliation-related matters.
- Prepare and present reconciliation reports to leadership, highlighting trends, discrepancies, and recommendations for process improvements.
- Develop and implement reconciliation controls and best practices to improve efficiency and reduce errors across the department.
- Lead and support initiatives aimed at improving premium payment workflows, refund accuracy, and data management processes.
- Proactively identify opportunities for cross-departmental process alignment to enhance overall operational performance.
- Act as a subject matter expert (SME) for reconciliation-related inquiries, providing insights and solutions to both internal and external stakeholders.
Skills / Qualifications
- Advanced understanding of premium payment reconciliation, accounting processes, and financial data management.
- Strong analytical and problem-solving skills with a proactive approach to identifying and resolving discrepancies.
- Exceptional communication and collaboration skills to interact effectively with leadership and cross-functional teams.
- Proficiency in Microsoft Excel (pivot tables, VLOOKUPs, advanced formulas) and accounting or ERP systems (e.g., SAP, Oracle).
- Proven ability to prioritize tasks, manage multiple deadlines, and maintain a high level of accuracy.
Required Education and Experience
- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience.
- 3-5 years of experience in premium reconciliation, accounting, or financial analysis.
- Experience in cross-functional collaboration and leadership-level reporting.
Preferred Education and Experience
- Experience in the insurance or financial services industry.
- Prior involvement in process improvement initiatives and system implementations.
Additional Eligibility Qualifications
- None required for this position.
Work Environment
- This job operates in a hybrid professional office / home office environment. A portion of your schedule will be allocated to work in our Uptown Houston high-rise office, while another portion will be scheduled for you to work from an appropriate home environment. These arrangements may be adjusted as needed to suit business needs.
Physical Demands
- Ability to work in an office environment, sitting at a desk or workstation for extended periods of time.
- Use of a computer, keyboard, and other standard office equipment.
- Occasional lifting of materials or objects up to [weight limit, e.g., 25 pounds] may be required.
- Mobility within the office for meetings, interactions, and accessing office facilities.
- Ability to communicate verbally and in writing, including via phone and electronic means.
Position Type/Expected Hours of Work
- This is a full-time position. Days and hours of work will be based around the business need and be determined by your department leadership. When working from a location other than the company office, you are expected to be actively working and engaged throughout each shift.
Travel
- No travel is expected for this position.
Work Authorization
- Please note that a criminal background investigation is conducted on every Legal Access Plans employee.
- All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
AAP/EEO
- Legal Access Plans is an equal opportunity employer.
Other Duties
- The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.
Flexible work from home options available.
Salary : $38,000 - $48,000
