Work on escheatment process with the AR Supervisor. Review Credit on account report on a weekly basis for credits greater then 60 days. Work with Account Manager to either apply the credits or have the credit balance returned to the client. Run cash advance report for all offices periodically during the month and review with producers and account managers. Allocate items as necessary to reduce advances. Work with Accounts Payable Staff Accountant...
General Description: The Accounts Receivable Specialist helps to oversee the work product and supports the performance of his/her team of accountants to ensure department quality standards are met and exceeded. Responsibilities. AR Adjustments. Escheatment - Support the AR Supervisor. Credit Tracking for assigned regions. Prepare account reconciliation upon request for account manager, producer, or client. Provide credit references for clients wh...
Work on escheatment process with the AR Supervisor. Review Credit on account report on a weekly basis for credits greater then 60 days. Work with Account Manager to either apply the credits or have the credit balance returned to the client. Run cash advance report for all offices periodically during the month and review with producers and account managers. Allocate items as necessary to reduce advances. Work with Accounts Payable Staff Accountant...
General Description: The Accounts Receivable Specialist helps to oversee the work product and supports the performance of his/her team of accountants to ensure department quality standards are met and exceeded. Responsibilities. AR Adjustments. Escheatment - Support the AR Supervisor. Credit Tracking for assigned regions. Prepare account reconciliation upon request for account manager, producer, or client. Provide credit references for clients wh...
General Description. Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. Major Responsibilities. Manage a complex book of business with various funding methods, advanced contract features and structure that requires a higher level of experience, technical expertise and customization. Primary contac...
General Description. Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. Major Responsibilities. Manage a complex book of business with various funding methods, advanced contract features and structure that requires a higher level of experience, technical expertise and customization. Primary contac...
General Description. Assist clients and their employees with benefit or claim questions. Responsibilities. Primary resource for clients and their employees with benefit or claim questions. Assist clients with administrative questions regarding enrollment, eligibility, and special contract provisions. Investigate and work with carrier contacts to solve claim problems. Respond to emails and voicemails within 24 business hours. Track and document al...
General Description. Assist clients and their employees with benefit or claim questions. Responsibilities. Primary resource for clients and their employees with benefit or claim questions. Assist clients with administrative questions regarding enrollment, eligibility, and special contract provisions. Investigate and work with carrier contacts to solve claim problems. Respond to emails and voicemails within 24 business hours. Track and document al...
General Description. Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. Major Responsibilities. Manage a complex book of business with various funding methods, advanced contract features and structure that requires a higher level of experience, technical expertise and customization. Primary contac...
General Description. Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. Major Responsibilities. Manage a complex book of business with various funding methods, advanced contract features and structure that requires a higher level of experience, technical expertise and customization. Primary contac...
General Description. Serve as Team Leader for Insurance Assistants. Under limited supervision, provide day-to-day administrative and technical support. Assist Account Executives or Underwriters coordinate underwriting or customer service processes. Responsibilities. Assist with development of insurance assistant team members. Includes onboarding, mentoring, and providing feedback on performance. Assist with the development of team standards and p...
General Description. Responsible for independently analyzing information and creating financial deliverables for large clients with complex, primarily self-funded benefit programs. Assist with team leadership, including training, mentoring, and process development. Responsibilities. Responsible for financial analytics for clients that are self-funded. Typical client size is larger than 1,000 lives. Prepare analyses with routine customization. Ana...
