Census & Invoice Retrieval Specialist

We are building a category-defining, tech-enabled services brokerage and need operational firepower to match. At the foundation of our data pipeline are two critical inputs: census files and carrier invoices. We need a dedicated resource to own the collection of these files across 500+ clients.

This is a high-volume, low-variance role focused on precision, reliability, and timeliness. You wont be client-facing, but your work will power quoting, auditing, and eligibility processes downstream. Your sole responsibility: make sure the right files are pulled, from the right systems, at the right time.

Responsibilities:

• Log into assigned platforms (ADP, UKG, Ease, Employee Navigator, etc.) for each client

• Download weekly census files for 500 clients (~2,000/month)

• Download monthly invoices for each active carrier per client (~1,500/month)

• Upload files to our internal front end (you will be trained)

• Maintain a central tracker (Retool or Airtable-based) with:

  • File type (Census / Invoice)

  • Client name

  • Carrier (for invoices)

  • Coverage week/month

  • Date requested / Date retrieved

  • Upload confirmation

• Follow up internally if a file is missing, locked, or fails to download

• Flag exceptions or unexpected issues (e.g., no invoice available, system error, etc.)

Requirements:

• Process-oriented and highly organized; capable of tracking 3,500+ files/month

• Comfortable logging in and navigating multiple benefits platforms (training provided)

• Reliable and fast: you do what you say youll do, every time

• Familiar with GSuite and general file management practices

• Comfortable working asynchronously with a US-based operations team

• No client communication required