Invoicing & Reports Analyst - Pathfinder LL & D Insurance

Invoicing & Reports Analyst

Are you ready to take your career to the next level with a role that offers growth opportunities and exciting challenges? Join our team at Pathfinder/LL&D as an Invoicing & Reports Analyst and make a meaningful impact on our operations and client experience. You’ll be an integral part of our administrative team, ensuring accurate and timely invoicing while assisting with client interactions and reports. This is your chance to build valuable skills, work alongside a supportive team, and advance your career with one of the most trusted names in the insurance industry.

About Us: At Pathfinder/LL&D, we're more than just an insurance company; we're a path to a successful career. As one of Texas's largest privately held insurance companies, we're dedicated to providing superior insurance solutions to our clients while offering our team members an exceptional platform to advance their careers. Our commitment to excellence and innovation fuels our pursuit of professional growth and development.
 

Why You'll Love This Role:

• You'll be responsible for handling invoicing transactions and distributing carrier reports, ensuring that key processes are managed efficiently.
• This role combines administrative support with customer-facing responsibilities, offering you variety and the chance to represent our company's friendly and professional image to clients and visitors.
• You’ll have the opportunity to work in a collaborative team environment while contributing to the company’s success.

Key Responsibilities:

• Process Direct Bill Commission Downloads: Ensure commission transactions are processed smoothly.
• Invoice Manual Requests & Direct Bill Commission Statements: Assist in generating invoices accurately and in a timely manner.
• Retrieve & Distribute Carrier Reports: Help manage and distribute important reports to support daily operations.
• Client Interaction & Switchboard Management: Be the welcoming voice for our clients and direct inquiries to the right team members.
• Backup Administrative Support: Step in to support your colleagues when needed, ensuring seamless office operations.

What We're Looking For:

• High school diploma and at least three years of work experience in a similar administrative or customer-facing role.
• Excellent communication skills, including an engaging phone presence.
• Strong computer skills and comfort with using various software tools.
• A well-groomed, professional appearance and a team-oriented mindset.

Physical Demands:

• Ability to sit for extended periods while working on invoicing tasks.
• Light lifting of up to 25 lbs. for occasional office duties.

Benefits:

• Health, dental, LTD, STD and life insurance plans
• Retirement savings plan with employer matching
• Paid time off and holidays
• Professional development opportunities, including tuition reimbursement and industry certifications

Pathfinder/LL&D is an equal opportunity employer committed to creating an inclusive environment for all employees. We celebrate diversity and prioritize the development and well-being of our team members.

Join a team where your organizational talents will be appreciated and where you can grow with us! Apply today to make a difference at Pathfinder/LL&D Insurance Group!

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