Finance Associate

4 weeks ago


Irving, Texas, United States GuideWell Full time
Job Summary

We are seeking a highly skilled Finance Associate to join our team as a Client Account Specialist. In this role, you will be responsible for handling all client account bank reconciliation, premium reconciliation, and client funding functions.

Key Responsibilities:

  • Organize and enter payables
  • Prepare billing setups and monthly invoicing
  • Process client account bank and premium reconciliations and resolve discrepancy dollars
  • Responsible for stop pay and check tracers
  • Transmit positive pay files
  • Identify client premium and cobra refunds due and prepare refund documentation for check run
  • Analyze and process unclaimed properties and taxes in accordance with individual state escheatment/claim tax requirements
  • Deposit checks into respective bank accounts
  • Process bank and vendor set-up forms
  • Premium reconciliation duties include applying premiums to subscribers and resolving discrepancy dollars

Requirements:

  • Minimum of 1-year general business experience, with a preference for 2-3 years
  • Knowledge of stop pays, check tracers, bank reconciliation, escheatment, premium balancing, and payable experience
  • Good verbal and written communication skills
  • Ability to field client and vendor phone calls and interact with all office employees daily
  • Advanced computer skills in utilizing Microsoft Office Word and Excel and typing at 40 wpm
  • Ability to handle confidential and sensitive information appropriately
  • Knowledge of Microsoft Access is a plus
  • One year of experience in banking/finance or accounting functions a plus

About GuideWell:

GuideWell is an Equal Opportunity/Protected Veteran/Disabled Employer committed to creating a diverse, inclusive, and equitable culture for our employees and communities.

We believe in hiring people who represent the communities we serve while creating a workplace that encourages a sense of belonging for everyone, no matter who you are or where you come from.

From students to former military to seasoned professionals, our family of mission-based companies are stronger because of the unique talents and skills of our employees.

We believe everyone's contribution has the power to help people and communities achieve better health. Find your new team today.

About the Team

We're proud to be named a Top Workplaces 2020 employer by The Dallas Morning News and the San Antonio Express-News for a second year in a row.

We're even more proud of the hard work, passion, and commitment that our amazing team of employees put in day after day in order to make this achievement happen.

This is what makes WebTPA a family.


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