Full-Time

Accountant

Posted on 9/2/2025

HealthPlanOne

HealthPlanOne

1,001-5,000 employees

Tech-enabled health plan enrollment and marketing

No salary listed

Shelton, CT, USA

Hybrid

This is a hybrid position requiring in-office presence on Tuesday, Wednesday, and Thursday.

Category
Accounting (2)
,
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in Accounting or related field
  • 2 to 5 years work experience
  • Technical accounting skills (knowledge of US GAAP) and proficiency with researching accounting literature
  • Advanced excel experience including XLOOKUP, SUMIF and Pivot tables
  • Detail oriented with strong analytic and problem-solving skills
  • Ability to manage priorities and meet deadlines in a dynamic environment
  • Highly organized and motivated self-starter with good communication skills
Responsibilities
  • Act as the company's primary point of contact for Customer/Carrier daily coding and cash application.
  • Review all incoming Treasury mail including depositing checks via Remote Deposit Capture
  • Coordinate deposit requests and provide confirmation when complete.
  • Reconcile all bank accounts daily within ERP system and monthly account reconciliations and bank statements for controls purposes.
  • Prepare special financial reports and analytical trends.
  • Coordinate and verifies all billings and charged to credit cards on file are complete and reconciled to the general ledger and upload billing invoices to multiple carrier portals.
  • Prepare weekly AR review and follow up with customers on outstanding balances and prepares Bad Debt write-offs as necessary.
  • Conduct month-end close activities to include the timely preparation and review of account reconciliations, journal entries, accrual schedules and monthly reporting package, in accordance with GAAP.
  • Assist in the preparation and review of various month-end close reports and analysis to validate the accuracy of the financial information, including but not limited to documenting results for submission to management and external auditors.
  • Assist in the cash management reporting and projections.
  • Performs other related duties as assigned.
Desired Qualifications
  • Workday Enterprise Management system
  • Experience with health care industry

HealthPlanOne provides sales and marketing services to help health insurance carriers find and enroll new members. The company operates online marketplaces where consumers compare plans and uses a cloud-based platform to manage outsourced contact centers and lead generation for insurance providers. Unlike traditional brokers, it offers a full-service model that combines digital lead generation with specialized programs to improve plan quality ratings and manage retiree transitions. Its goal is to help insurance carriers grow their membership and improve customer retention through cost-effective, data-driven enrollment solutions.

Company Size

1,001-5,000

Company Stage

Series A

Total Funding

$6.5M

Headquarters

Trumbull, Connecticut

Founded

2006

Simplify Jobs

Simplify's Take

What believers are saying

  • Kinney Drugs partnership expands Medicare Part D comparisons in New York, Vermont.
  • Lightyear Capital's 2020 recapitalization fuels member acquisition growth.
  • 3,000 employees across nine locations serve nationwide Medicare consumers.

What critics are saying

  • CMS Medicare Advantage cuts shrink carrier budgets 10-25% in 2025-2026.
  • Oscar Health, eHealth displace 15-30% marketplace traffic annually.
  • Lightyear forces sale by 2026-2027 amid depressed insurtech valuations.

What makes HealthPlanOne unique

  • HPOne delivers exclusive Medicare leads as largest producer since 2011.
  • Proprietary cloud-based sales platform launched in 2012 enables enrollment.
  • CMS-authorized Web Broker since 2013 supports direct-to-consumer marketplaces.

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Benefits

Remote Work Options

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

2%
Drug Store News
Oct 17th, 2023
Kinney Drugs partners with Health Plan One, EnlivenHealth on Medicare Part D Plan comparisons

Kinney Drugs, a 100% employee-owned community pharmacy chain in New York and Vermont, has partnered with Health Plan One and EnlivenHealth to offer free Medicare Part D plan comparisons.

Westfair Communications
Jul 22nd, 2022
Health Plan One, LLC hires Benjamin Pajak as CEO

HealthPlanOne, a Trumbull-headquartered digital health distribution platform for the senior health care market, has named Benjamin Pajak as CEO.

PR Newswire
Sep 29th, 2021
HPOne recognized as one of Orlando's Top Workplaces on Aug 29th 21'.

The company prioritized hiring in key markets like Texas, Arizona and Florida, where HealthPlanOne was recently named one of Orlando's Top Workplaces by The Orlando Sentinel.

INACTIVE