Accounts Receivable (Reconciliation)

Posted 10 Days Ago
Be an Early Applicant
85027, Phoenix, AZ, USA
In-Office
18-23 Hourly
Entry level
Insurance
The Role
Processes and reconciles employer, retiree, and COBRA contribution reports and payments. Performs delinquency and payroll audits, researches discrepancies, corrects computer-generated reports, and meets month-end deadlines. Provides customer service to employers and participants regarding eligibility and enrollment, resolves complex issues, and documents inquiries. Requires strong math, data-entry, Excel and Word skills, attention to detail, organization, communication, and the ability to manage multiple deadlines.
Summary Generated by Built In

The Contribution Processor is primarily responsible for reviewing and processing Incoming and Outgoing Multiple employers’ monthly reports and contributions pertaining to Health & Welfare, Pension. Annuity, Dues, etc. As well as processing member Retiree and Cobra contributions and eligibility.

Responsibilities

Processing

  • Process and reconcile monthly employer contribution reports and retiree/ COBRA self-payments.
  • Perform delinquency and payroll audit processing to include reporting, follow-up and preparation for entry into computer system.
  • Review, research, correct and/or balance computer generated reports.
  • Meet end of month processing deadlines.
  • Gain understanding of all Trust Fund collections, eligibility & enrollment rules.

Customer Service

  • Provide high quality customer service to employers and participants by documenting telephone, written and walk-in inquiries regarding eligibility and enrollment in an efficient prompt and professional manner.
  • Respond to and resolve complex issues, including those escalated by members.
  • Learn and use professional excellence tools and concepts to ensure efficient and quality output/service delivery.

Teamwork

  • Work cooperatively with other team members.
  • Actively participate in team meetings and training activities.
  • Perform additional responsibilities and projects as periodically assigned.
Qualifications

Education/Certification:

  • High School Diploma/GED or equivalent (minimum)

Skills/Abilities:

  • Bookkeeping, Accounts Receivable/Accounts Payable experience a plus
  • Strong mathematical skills required.
  • Minimum 35 WPM and 5,000 KPH proficiency
  • Solid knowledge of MS Excel & MS Word (i.e. pivot tables and formulas).
  • Exceptional attention to detail.
  • Strong oral and written communication skills.
  • Professional, client-focused approach to colleagues and assignments.
  • Ability to seek out experiences that may change perspective or provide an opportunity to learn new things.
  • Strong dedication to follow-through on all tasks and assignments.
  • Ability to organize, set priorities, work independently and complete multiple projects within established deadlines.
  • Ability to sit for long periods of time operating a computer keyboard.

Employee Benefits Program

COMPANY PROVIDES:

  • MEDICAL, DENTAL, VISION
  • SHORT-TERM DISABILITY
  • Full coverage benefits for a low weekly premium of $5 (Employee Only), $15 (for Child(ren) and $20 per week for full family or Employee/Spouse.
  • COMPANY PAID supplemental dental coverage of $1,000 per year for Employee.
  • COMPANY PAID LONG TERM Disability & Life/AD&D coverage.
  • 401K Plan including company match up to 5%.
  • COMPANY PAID additional pension plan entirely funded by the company.
  • EXCEPTIONAL TIME OFF package including Paid Personal Leave (PPL) and Vacation with annual BUY BACK options!!!!
  • Annual, automatic pay increases.

Southwest Service Administrators provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, pregnancy, military and veteran status, age, physical and mental disability, genetic characteristics, or any other considerations made unlawful by applicable state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence compensation and training. Southwest Service Administrators expressly prohibits any form of workplace harassment based on race, color, religion, sex, national origin, pregnancy, military and veteran status, age physical and mental disability, or genetic characteristics.

Skills Required

  • High School Diploma, GED, or equivalent
  • Strong mathematical skills
  • Minimum typing speed of 35 words per minute and 5,000 keystrokes per hour
  • Knowledge of Microsoft Excel, including pivot tables and formulas
  • Knowledge of Microsoft Word
  • Exceptional attention to detail
  • Strong oral and written communication skills
  • Professional, client-focused approach
  • Strong follow-through on tasks and assignments
  • Ability to organize, prioritize, work independently, and meet deadlines
  • Ability to sit for extended periods while operating a computer keyboard
  • Bookkeeping or accounts receivable/accounts payable experience
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The Company
HQ: Phoenix, AZ
80 Employees
Year Founded: 1995

What We Do

Southwest Service Administrators was created in 1995 as an independent Third Party Administrator (“TPA”) to provide unique and specialized services to labor-management, Taft-Hartley Trust Funds. Our mission is to provide superior customer service to our clients in all areas of self-funded health & welfare trust funds, defined benefit and defined contribution pension plans and legal, training and vacation plan administration. Our services are customized to suit the individual needs of our clients. Our services include highly personalized and bilingual customer service, trust fund accounting, eligibility and hour bank programs, COBRA/HIPAA compliance and administration and medical management services customized to each client’s needs and requirements. We also offer our own exclusive Mexico PPO network. We are versatile in our approach to solving client plan issues including innovative thinking as a means to simple, but effective, solutions. We welcome you to our homepage and encourage you to take a look around our website and call us if you have any questions about our company or service.

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