Claims Specialist

I3 INFOTEK INC; Mason (OH); On-site; USD 50,000 - 65,000; Full time

Job summary

I3 INFOTEK INC in Mason, OH is seeking a detail-oriented Cash Application Specialist to accurately process incoming payments to customer invoices and accounts. The role requires coordination with internal teams and clients to resolve data issues and ensure timely application of funds.

Candidates should have 3+ years in cash application or insurance-related processes, SAP experience, advanced Excel skills, and a strong customer service focus.

Qualifications

• 3+ years of experience in cash application or insurance related processes
• SAP knowledge and experience
• High level knowledge of MS Excel
• Ability to quickly grasp and retain information and concepts
• Minimum keystroke per hour requirement of 10,000 alpha and numeric with less than 2% error rate
• Strong customer service and communication skills, both oral and written
• High level of detail orientation, ability to work well under pressure and multi-task/ prioritize issues
• Flexibility working in both a team and individual environments

Responsibilities

• Accurately and timely processes simple to complex incoming payments to customer invoices/accounts
• Effectively researches and resolves cash application issues using appropriate systems and with internal teams as needed
• Understands and quickly processes changes resulting from new systems, plans, benefit designs, etc.
• Consistently meets or exceeds agreed upon business objectives in productivity, accuracy and cycle time.
• Proactively works with manager to develop a self-remediation plan when standards are not being met.
• Works with manager to provide strong customer service and communication with internal and external clients.
• Communicates with manager, team members, and clients regarding issues in a timely manner and escalates as necessary to management.
• Runs assigned queries and reports weekly / monthly

Skills

Cash application

SAP

MS Excel

Typing speed

Customer service

Attention to detail

Team & independent work

Tools

AS400

Windows/Office basics

Job description

Accurately and efficiently processes client self-bill files and/or incoming payments to customer invoices/accounts in appropriate systems. Researches and resolves data issues through coordination and communication with internal and/or external clients and team members, ensuring timely application of payments on open receivables. This position requires team interaction as well as the ability to work independently.

MAJOR DUTIES AND RESPONSIBILITIES

• Accurately and timely processes simple to complex incoming payments to customer invoices/accounts
• Effectively researches and resolves cash application issues using appropriate systems and with internal teams as needed
• Understands and quickly processes changes resulting from new systems, plans, benefit designs, etc.
• Consistently meets or exceeds agreed upon business objectives in productivity, accuracy and cycle time. Proactively works with manager to develop a self-remediation plan when standards are not being met.
• Works with manager to provide strong customer service and communication with internal and external clients.
• Communicates with manager, team members, and clients regarding issues in a timely manner and escalates as necessary to management.
• Runs assigned queries and reports weekly / monthly

BASIC QUALIFICATIONS

• 3+ years of experience in cash application or insurance related processes
• SAP knowledge and experience
• High level knowledge of MS Excel
• Ability to quickly grasp and retain information and concepts
• Minimum keystroke per hour requirement of 10,000 alpha and numeric with less than 2% error rate
• Strong customer service and communication skills, both oral and written
• High level of detail orientation, ability to work well under pressure and multi-task/ prioritize issues
• Flexibility working in both a team and individual environments

PREFERRED QUALIFICATIONS

• Previous AS400 knowledge and experience
• Detailed working knowledge of basic computer operations and systems, i.e.: Web-based search engines, Windows, and Microsoft Office products
• Prior experience/knowledge of vision benefits and/or insurance industry