• Job Description

  Req#: 32252

  Job Summary
  The Finance Associate under limited supervision, handles all client account bank reconciliation, premium reconciliation and client funding functions.

  Location:

  In office position. Onsite at 8500 Freeport Pkwy, Irving Texas 75063

  Essential Functions

  • The essential functions listed represent the major duties of this role, additional duties may be assigned.
  • Organizes and enters payables. (15%)
  • Prepares billing setups and monthly invoicing. (15%)
  • Processes client account bank and premium reconciliations and successfully resolve discrepancy dollars. (10%)
  • Responsible for stop pay and check tracers. (10%)
  • Transmits positive pay files. (10%)
  • Identifies client premium and cobra refunds due and prepares refund documentation for check run. (10%)
  • Analyzes and processes unclaimed properties and taxes in accordance to individual state’s escheatment/claim tax requirements. (10%)
  • Deposit checks into respective bank accounts. (10%)
  • Processes bank and vendor set-up forms. (5%)
  • Premium reconciliation duties include applying premiums to subscribers and successfully resolving discrepancy dollars. (5%)

  Qualifications

  Experience:

  • 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
  • Advanced computer skills in utilizing Microsoft Office Word and Excel and typing at 40 wpm.
  • Comfort handling confidential and sensitive information appropriately.
  • Knowledge of Microsoft Access is a plus.
  • One year of experience in banking/finance or accounting functions a plus.

  Education:

  • High school diploma or GED
  • 3+ hours of college courses in related field of accounting or finance preferred.

  What We Offer:

  • Medical, dental, vision, life, and global travel health insurance.
  • Income protection benefits: life insurance, Short- and long-term disability programs.
  • Leave programs to support personal circumstances.
  • Retirement Savings Plan includes employer contribution and employer match.
  • Paid time off, volunteer time off, and 11 holidays
  • Additional voluntary benefits available; and a comprehensive wellness program
  • Employee benefits are designed to align with federal and state employment laws. Benefits may vary based on the state in which work is performed. Benefits for intern, part-time and seasonal employees may differ.

  General Physical Demands

  Sedentary work: Exerting up to 10 pounds of force occasionally to move objects. Jobs are sedentary if traversing activities are required only occasionally.
  
  We are an Equal Opportunity/Protected Veteran/Disabled Employer committed to creating a diverse, inclusive and equitable culture for our employees and communities.

• About the company

  Approved and licensed to do business in all 50 states, WebTPA offers a diverse range of services to clients all across the country, including self-funded benefit administration, hospital health plan management, administrative outsourcing, and care mana...

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