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  • Job Location:
    (United States)
  • Job Division:
    Ebix Health Administration Exchange
  • Job Type:

The Lead Reporting Analyst manages the Peachtree Financial System and all interfaces from the Alpha System and other Legacy Systems. This position is responsible for uploading files to Peachtree and runs the Macro Routines to support Quota Share Reporting. The position supports quarterly audit reviews by pulling financial detail in response to audit request and other duties as assigned.

Essential Duties and Responsibilities

  • Quota Share program fee reporting
  • Cash balancing for all trusts – includes checking the cash sheets that come from Premium Accounting and pulling all the credit cards from Paymentech
  • Balancing Cash
  • Running all the files out of Alpha for month end close
  • Commissions Funding
  • Alpha Refund checks
  • Collected Premium Reports
  • Claims
  • Certs
  • Distributing Commissions checks out of EBIX
  • Distributing Refund checks out EBIX
  • Peachtree Macro Maintenance
  • AMC Premium Files


  • Bachelor’s degree in Accounting/Finance
  • Must have a strong background in Peachtree Accounting software, and general systems integration to support our reporting process.
  • Ability to solve problems quickly and methodically
  • Familiar with working in a fast pace environment, with multiple deliverables
  • Excellent verbal and written communication skills
  • Intermediate to Advanced skill in working with the Microsoft Office Suite of Products

Preferred Experience

  • Insurance and Third Party Administration experience

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In addition to the current job openings listed, we keep looking for candidates, for all our worldwide locations, with expertise in areas like -

  • Marketing/Sales/Business Development
  • Software Development
  • RCS
  • Business Analysis and Domain consulting within:
    • P&C Insurance
    • Life and Annuity
    • Employee and Health benefits
  • Enterprise Application Architecture

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