Job Title: Process Operations Specialist

Location-Type: On-Site

( Monday 9:30am-6pm, Tues-Fri: 8am-4:30pm)

Start Date Is: ASAP

Duration: 2 month Contract - potential to extend

Job Description:

• Process outgoing mail documents that members and employers have requested

• Process incoming mail documents from members, companies and partners

• Ensure that mail for other departments is delivered to their mailboxes (Finance, People Team, Executives, etc.)

• Scan and route documents through our Document Management System

• Processing Member documents and requests through Salesforce.

• Processing financial transactions – incoming and outgoing for Members and Employers

• Reviewing Member identification documents

• Processing requests to aid member in transferring funds to HealthEquity

• Ensure accuracy with data entry into our systems through cross referencing and comparing system data sets

• Be able to multitask with multiple systems on high volume day to days

• Other duties as assigned

Requirements:

• Being on-site is an essential part of this role

• Must be able to work during business hours

• Strong Microsoft Excel, Word, and Outlook skills

• Highly motivated team player that is able to multitask through different systems

• Previous experience in healthcare account administration a plus

• Experience with clerical processing preferred

• Accurate data entry / processing skills

• Strong time management skills

• Strong Organization skills

• Ability to work in a diverse, high volume, and sometimes stressful environment

• Overtime may be required depending on business need