Accounts Receivable (Reconciliation)

Southwest Service Administrators, Inc.; Phoenix (AZ); On-site; USD 23,000 - 30,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Short-term disability

Low weekly premiums

401K plan with company match

Company pension plan

Paid time off

Job summary

Southwest Service Administrators, Inc. is seeking a Contribution Processor in Phoenix, AZ to review and process monthly employer contribution reports for Health & Welfare, Pension, Annuity, Dues, and related areas. The role also handles COBRA and retiree contributions and eligibility.

Responsibilities include processing, reconciling reports, auditing, and ensuring end-of-month deadlines. Strong attention to detail and Excel/Word proficiency are essential for success in this position.

Qualifications

• High School Diploma or GED required.
• Experience in bookkeeping or AR/AP is a plus.
• Strong math skills and typing speed of at least 35 WPM.
• Proficient in MS Excel and MS Word with pivot tables.

Responsibilities

• Process and reconcile monthly employer contribution reports and retiree/COBRA self-payments.
• Perform delinquency and payroll audit processing and reporting.
• Review, research, correct and balance reports; meet end-of-month deadlines.
• Respond to inquiries regarding eligibility and enrollment with professional service.

Skills

Bookkeeping

Accounts Receivable/Payable

MS Excel

MS Word

Typing 35 WPM

Attention to detail

Communication skills

Education

High School Diploma/GED or equivalent

Tools

Pivot Tables (Excel)

Job description

Job Details: Job Location: Phoenix, AZ - Phoenix, AZ 85027, Position Type: Full-Time, Salary Range: $17.50 - $22.50 Hourly, 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.