Location: Remote within US OR Hybrid (Orlando, FL)
Summary
Join Us at PlanSource: Your Exciting Career Awaits!
At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!
Role Overview
The Premium Billing Treasury Analyst is responsible for executing payment processing, reconciliation, and treasury-related functions within Premium Billing operations. This role ensures that funds received from clients are accurate and timely transmitted to carriers while maintaining precise financial records.
The Premium Billing Treasury Analyst works closely with clients, carriers, and internal teams to reconcile payments, resolve discrepancies, and support overall billing and treasury operations. This role plays a key part in ensuring accuracy, compliance, and efficiency across the premium billing payment lifecycle.
Key Responsibilities
Payment Processing & Treasury Execution
- Audit and prepare weekly payments received and create NACHA files for carrier payments.
- Prepare debit files for Premium Billing and Boost clients, including applicable fees.
- Process wire transfers, check requests, and vendor payments in accordance with payment schedules.
- Prepare and execute carrier payments based on coverage schedules and billing timelines.
Reconciliation & Financial Accuracy
- Reconcile incoming client payments with outgoing carrier payments to ensure alignment and accuracy.
- Perform daily quality control of customer payments and investigate discrepancies.
- Track and manage payment activity, including splitting out mixed payments and required allocations.
- Maintain accurate payment logs and reporting records.
Issue Resolution & Client/Carrier Support
- Research and resolve payment discrepancies, including collaborating with clients and carriers.
- Communicate payment issues and discrepancies to appropriate internal teams for resolution.
- Respond to inquiries from clients, carriers, and internal stakeholders related to payment activity.
- Monitor Treasury-related inbox and ensure timely responses to requests.
Cross-Functional Collaboration
- Partner with Premium Billing, Customer Success, and Accounting teams to support billing and payment operations.
- Coordinate with internal stakeholders to ensure consistency between billing data and payment execution.
- Support client onboarding and implementation activities related to billing and payment setup.
Operational Support & Continuous Improvement
- Support continuous improvement efforts to enhance efficiency of treasury and billing operations.
- Identify opportunities to improve workflows, tracking, and automation of payment processes.
- Contribute to maintaining consistency, accuracy, and process adherence across treasury functions.
Documentation & Governance
- Maintain accurate documentation of payment processes, reconciliations, and discrepancy resolutions.
- Ensure compliance with internal controls, financial processes, and operational procedures.
- Track and document all payment activity in accordance with established standards.
Additional Responsibilities
- Assist with other duties and projects as required, including billing and treasury process enhancements.
- Participate in open enrollment and high-volume billing cycles as needed.
- Perform additional duties as assigned by management.
AI‑Enabled Support & Continuous Improvement
- Use AI-enabled tools to analyze payment trends, discrepancies, and reconciliation patterns to improve accuracy and efficiency.
- Apply AI assistance to support documentation, reporting, and issue research.
- Identify opportunities to improve treasury workflows through automation and tooling.
- Contribute to continuous improvement of billing, payment, and reconciliation processes.
Scope
Executes treasury and payment-related functions across Premium Billing operations, supporting accurate and timely financial transactions and reconciliation activities.
Complexity
Works on payment and reconciliation tasks requiring analysis of financial data, billing cycles, and client-specific payment scenarios. Applies established processes to ensure accurate outcomes.
Discretion
Erroneous decisions or actions may impact financial accuracy, client payments, and overall billing operations.
Interaction
Regularly interacts with internal teams, clients, and carriers to resolve payment issues and support billing operations. Requires strong communication and coordination skills.
Supervision
Operates as an individual contributor within the Premium Billing and Treasury team, working under guidance of senior team members or leadership.
Success Indicators
- Payment Accuracy & Timeliness: Ensures payments are processed accurately and within required timelines.
- Reconciliation & Financial Integrity: Maintains accuracy between incoming client payments and outgoing carrier payments.
- Issue Resolution & Responsiveness: Effectively identifies and resolves discrepancies with minimal delays.
- Operational Consistency & Efficiency: Demonstrates process adherence and contributes to improvements in treasury operations.
About You
Experience & Education
Preferred Qualifications
- 1–3+ years of experience in treasury, accounting, billing, or financial operations.
- Experience in premium billing, benefits administration, or payment processing preferred.
- Bachelor’s degree in Finance, Accounting, Business, or related field (or equivalent experience).
Technical & Professional Skills
- Strong attention to detail and financial accuracy.
- Strong analytical and reconciliation skills.
- Ability to manage multiple priorities and meet deadlines.
- Strong problem-solving skills.
- Excellent communication and collaboration skills.
- Experience in a customer service setting.
- Proficiency in Microsoft Office, especially Excel.
- Ability to work independently and as part of a team.
What We Offer
At PlanSource, benefits are at the core of what we do, and we understand their impact on our employees and their families. That’s why we’ve designed our benefits program to support overall wellbeing across health, financial security, career growth, and work‑life balance.
- Comprehensive health coverage with multiple medical plan options - all covering 100% of in-network preventive care.
- Employer‑funded Health Savings Account (HSA) - up to $1,000 annually for family coverage.
- Dental & Vision plans with 100% coverage for routine dental care and $250 vision frame allowance, plus employee-only vision premiums at $0.
- 401(k) with immediate vesting and a 50% company match up to 6% of contributions.
- Generous paid parental leave, adoption assistance, and fertility benefits.
- Flexible PTO, paid holidays, a strong culture of work‑life balance and Flex Fridays in the summer.
- Mental health & wellbeing support, including Employee Assistance Program (EAP), movement and wellness resources.
- Rewards and recognition programs that celebrate employees through peer recognition, awards, and quarterly recognition initiatives.
Top 5 Reasons to join PlanSource
#5: Be part of what’s next in benefits technology
#4: Make an impact with technology our customers trust
#3: Be recognized, supported, and set up to thrive
#2: Grow your career with intention
#1: Be part of a culture built on connection and impact
NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.
If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.
Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of PlanSource will only contact you from an email address ending in @plansource.com. PlanSource will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.
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June 2026