CoverWallet, Accounting Operations Specialist

2 months ago

Victorville, California, United States Aon Full time

CoverWallet, an Aon company is hiring for an Accounting Operations Specialist, this position can be in our Victor, NY, Lincolnshire, IL, or Fort Washington, PA offices.

About Us:

CoverWallet, an Aon company, was founded in 2015 to reinvent the $100 billion small business insurance industry by using data, design, and technology. As a part of Aon, a leading global professional services firm providing a broad range of risk, retirement, and health solutions with 50,000 colleagues in 120 countries, CoverWallet has the mentality and culture of a high-growth startup with the backing and support of a global multinational company.

CoverWallet is the easiest way for businesses to understand, buy, and manage insurance online and has been recognized as a CNBC Upstart 100, won the Best Insurtech Solution from the Benzinga Awards and was named "One of the Most Entrepreneurial Companies in America" by Entrepreneur Magazine.

Aon is in the business of better decisions:

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like:

  • Responsible for review of client receivables and carrier payables including identification and initiation of resolution of premium discrepancies
  • Point person for internal and external contacts for policy inquiries and outstanding premium balances
  • Ensure resolution requests are completed and escalate and report exceptions
  • Report and describe any policy system and data input errors
  • Liaison information and provide guidance to the 3rd party transaction processing team
  • Ensure compliance with accounting policies and financial controls
  • Other responsibilities and enterprise duties as assigned

Skills and experience that will lead to success:

  • 1 + years of related experience
  • Experience using Salesforce and Applied Epic Accounting System preferred
  • Solid financial accounting and analytical skills
  • Experience in researching and resolving reconciliation variances
  • Motivated self-starter
  • Demonstrated excellent verbal, interpersonal, and written communication skills
  • Advanced Excel, Google Sheets, and PowerPoint and database analytics
  • Insurance Agency account experience preferred
  • Strong customer service focus

Education:

  • Bachelor's degree in Accounting, Finance, Management, or Mathematics preferred

How we support our colleagues:

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of workand we are all for it. We call this Smart Working

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range for this position (intended for U.S. applicants) is $52,000 to $56,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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