Carreras

We are seeking a dynamic and experienced Controller to join our growing team. In this role, you will be responsible for leading all aspects of financial reporting, compliance, and internal controls. You will work closely with senior leadership and key stakeholders to ensure the accuracy of financial operations, drive process improvements, and provide critical insights that support strategic business goals.

·       Lead the preparation, validation and analysis of consolidated financial results in accordance with US GAAP. Lead best-in-class monthly, quarterly, and annual financial close processes, ensuring timely and accurate financial reporting.

·       Oversee the execution of the annual audit and liaise with external auditors to ensure compliance with relevant statutory requirements and accounting standards, including preparing accounting technical memos and working papers.

·       Develop and maintain internal controls to safeguard company assets and ensure accuracy of financial records.

·       Ensure compliance with relevant financial regulations, accounting standards, and tax requirements.

·       Ensure balance sheet integrity through the maintenance and standardization of account reconciliations, leading robust monthly reviews and driving adherence to internal controls.

·       Maintain and enforce accounting policies and procedures to ensure proper governance and risk mitigation.

·       Identify and implement process improvements to increase efficiency and accuracy of financial reporting.

·       Partner with senior leadership to provide clear, actionable financial insights that support business strategy.

·       Partner with IT and Finance leadership to evaluate and implement ERP enhancements or transitions.

·       Lead and mentor a cross-functional team, providing strategic direction, performance feedback, and day-to-day support to drive operational excellence and team development.

Qualifications:

·       Bachelor’s degree in Accounting, Finance or related field; MBA & CPA preferred. Equivalent relevant experience will be considered in lieu of a degree.

·        7+ years of progressive accounting and finance experience, including controller-level responsibilities

·       Demonstrated proficiency in providing technical analysis and guidance under US GAAP.

·        Preferred to have experience in a private equity-backed company

·        Experience leading annual audits, managing statutory reporting, and overseeing compliance.

·        Deep understanding of balance sheet controls, cash flow management, and financial consolidations.

·        Experience in the insurance/reinsurance industry strongly preferred.

·        Ability to work effectively in a cross-functional and remote environment with minimum guidance

·       Proficient in ERP systems (e.g., Intuit / Netsuite) and Excel; familiarity with financial reporting tools / implementation is a plus.

·        Exceptional communication, leadership, and organizational skills.

Solicite aquí

Este puesto trabaja con redes de distribución de corredores para retener y aumentar la cartera de clientes existente. Este puesto requiere una persona profesional que muestre determinación y automotivación para satisfacer a los clientes. Su principal objetivo será retener una cartera de cuentas de empleadores. Lo ideal es que el candidato trabaje en equipo, tenga una gran actitud y la capacidad de trabajar en un entorno cambiante y dinámico.

• Maintain strong relationships with existing strategic broker partners.
• Retain customers in the small and mid-market business range through channel distribution broker partners.
• Understand customer needs and provide value-added consultation. Help Clients define a healthcare strategy that results in Difference Card renewing the business by conducting midyear, pre-renewal broker and renewal client meetings.
• Providing the necessary broker support for successful education and implementation of the Difference Card. This includes interacting with broker partner teams and conducting broker education meetings to ensure thorough explanation and understanding of the product.
• Conduct professional employee open enrollment meetings to educate members on the Difference Card solution, with the objective of reducing member inquiries, increasing enrollment in Difference Card products, and increasing client retention rates.
• Travel as required for client meetings.
• Develop and maintain key relationships with internal departments such as Operations, Technology, Finance and Underwriting.
• Understand customer needs and provide value-added consultation.
• Cross-sell additional lines of business to existing employer group customers.
• Convert large Difference Card accounts to the self-funded Difference Health Plan, when appropriate.
• Delight broker and employer clients by responding to inquiries received via email and phone within 4-8 hours of receipt.
• Other duties as assigned.

Position Metrics

• Activity: Open enrollment meetings, midyear financial meetings, and client renewal meetings on each account
• Quality: Renewal financial exhibits and summary of benefits over 90% accurate closed in a timely manner. Client survey scores on 30% of your block of business with an average response of over 14 / 15.
• Production: Client retention rates over 85% and cross-selling at least one additional product to 10% of your assigned book of business.

Education and Licensure Requirements

• Bachelor’s degree or industry experience otherwise equivalent to a bachelor’s degree.
• State health insurance license within the first six months of employment

Skills and Experience

• Experience retaining and growing an existing client book of business in the insurance industry
• Excellent public speaking skills: the ability to present to business owners, brokers and employees
• Health insurance carrier and broker interaction experience
• Proficiency in office tools such as: Microsoft Outlook, Teams, PowerPoint, Word, Excel, and Zoom
• Experience utilizing a customer relationship management system such as Sales Force
• Spanish fluency preferred
• Ability to calculate, problem solve and present strategic solutions

Solicite aquí

Este puesto crea redes de distribución de corredores para promocionar el conjunto de productos Difference Card y ayudar a las empresas a reducir su gasto en seguros de salud, manteniendo al mismo tiempo grandes beneficios para los empleados.

- Identificación de posibles socios estratégicos

- Vender a clientes de 50 a 5.000 empleados a través de socios intermediarios.

- Responsable de la prospección desde la preventa hasta la ejecución.

- Proporcionar el apoyo necesario a los corredores para que la formación y la aplicación de la Tarjeta Diferencial tengan éxito. Esto incluye la interacción con los equipos de agentes asociados y la organización de reuniones de formación para garantizar una explicación y comprensión exhaustivas del producto.

- Desarrollar y mantener relaciones internas clave.

- Comprender las necesidades de los clientes y ofrecerles asesoramiento de valor añadido.

- Presentar una imagen positiva de la Tarjeta Diferencial en el mercado.

- Comprender la importancia del bienestar y el papel fundamental que desempeña en el ámbito de las prestaciones para empleados.

Position Metrics

· Activity: 8 broker meetings per week and 10 client meetings per month

· Opportunity: 10 RFP’s per month resulting in 18,500 quoted lives per year

· Close Ratio: 22 sold accounts per year with 1,850 enrolled new business lives

Education and Licensure Requirements

· Bachelor’s degree or experience otherwise equivalent to a bachelor’s degree.

· State Health Insurance License or ability to obtain a state health insurance license within three months of starting position

Skills and Experience

· Two years’ experience in a sales role in employer group benefits or relevant industry

· Excellent public speaking skills with ability to present to business decision makers, brokers and employees and influence outcomes.

· Superior presentation skills both in person and virtual capacity, experience utilizing Zoom and Microsoft Teams preferred.

· Proficiency in Microsoft Outlook, PowerPoint, Word, Excel, and Salesforce

· History of new business sales success

· Strong network of group health insurance brokers and consultant

Solicite aquí

Este puesto crea redes de distribución de corredores para promocionar el conjunto de productos Difference Card y ayudar a las empresas a reducir su gasto en seguros de salud, manteniendo al mismo tiempo grandes beneficios para los empleados.

- Identificación de posibles socios estratégicos

- Vender a clientes de 50 a 5.000 empleados a través de socios intermediarios.

- Responsable de la prospección desde la preventa hasta la ejecución.

- Proporcionar el apoyo necesario a los corredores para que la formación y la aplicación de la Tarjeta Diferencial tengan éxito. Esto incluye la interacción con los equipos de agentes asociados y la organización de reuniones de formación para garantizar una explicación y comprensión exhaustivas del producto.

- Desarrollar y mantener relaciones internas clave.

- Comprender las necesidades de los clientes y ofrecerles asesoramiento de valor añadido.

- Presentar una imagen positiva de la Tarjeta Diferencial en el mercado.

- Comprender la importancia del bienestar y el papel fundamental que desempeña en el ámbito de las prestaciones para empleados.

Position Metrics

· Activity: 8 broker meetings per week and 10 client meetings per month

· Opportunity: 10 RFP’s per month resulting in 18,500 quoted lives per year

· Close Ratio: 22 sold accounts per year with 1,850 enrolled new business lives

Education and Licensure Requirements

· Bachelor’s degree or experience otherwise equivalent to a bachelor’s degree.

· State Health Insurance License or ability to obtain a state health insurance license within three months of starting position

Skills and Experience

· Two years’ experience in a sales role in employer group benefits or relevant industry

· Excellent public speaking skills with ability to present to business decision makers, brokers and employees and influence outcomes.

· Superior presentation skills both in person and virtual capacity, experience utilizing Zoom and Microsoft Teams preferred.

· Proficiency in Microsoft Outlook, PowerPoint, Word, Excel, and Salesforce

· History of new business sales success

· Strong network of group health insurance brokers and consultants

Solicite aquí