Financial Analyst, Insurance Operations

The Finance Analyst of Insurance Operations is a hybrid position within the Philadelphia office. The role is responsible for providing operational support to the Insurance Operations team from preparing matter budgets, assisting with the coordination of billing & collections activities, financial reporting, etc. This position reports to the Manager of Finance Insurance Operations.

Responsibilities:

• Provide support to the insurance department, including matter budgeting and establishing various financial and non-financial metrics, and then managing against those, recommending corrective action where necessary
• Submitting matter budgets to ebilling websites in accordance with client requirements
• Coordinate with attorneys to proactively manage matters in accordance with insurance client guidelines
• Collections on balances past due via direct phone calls and emails to customers
• Maintain accurate history of attempts to contact clients and records discussions in the Firm’s collection software
• Monitor ebilled invoice workflow and assist in helping reduce reductions
• Assist with various client requests for additional information on invoices as well as providing copies of past due
• Assist with projects to streamline processes as they relate to insurance operations
• Assist integration efforts for onboarding of insurance clients, matters, rates, etc.

Experience and Qualifications:

• Bachelor’s Degree is required (finance, accounting, or business related field)
• 3+ years of progressive financial experience (preferably within a professional services environment or collections environment)
• Strong excel experience is required; experience with business intelligence and budgeting tools, and utilizing large amounts of data is preferred
• Strong quantitative abilities and problem-solving skills with ability to factor in qualitative aspects of an engagement to drive business decision making
• Strong analytical and communication skills, initiative, and accuracy are a must
• Customer service-oriented and professional demeanor required
• An understanding of basic insurance principals is not required but preferred

Cozen O’Connor is an Equal Opportunity Employer, including disabled and veterans.

Cozen O'Connor actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.

Cozen O’Connor is committed to employing a diverse complement of attorneys and staff, and to fostering greater inclusion in the legal profession. We understand the organizational effectiveness that comes from welcoming and valuing differences within the firm, and we know that assembling a team with a rich diversity of perspectives and experience is necessary to provide the highest quality legal service. We encourage candidates to apply and join us in this effort.