Financial Client Service Representative

Allied Benefit Systems, Inc.; Illinois; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Financial Client Service Representative to enhance client relations in the ASO Finance Department. This role is pivotal in managing financial transactions, providing timely communication with clients, and ensuring smooth operations across various departments. The ideal candidate will possess strong analytical and organizational skills, thrive in a fast-paced environment, and have a keen eye for detail. Join a forward-thinking company that values its employees and offers a comprehensive benefits package, including medical, dental, and generous paid time off. If you're ready to make a significant impact in a dynamic setting, this opportunity is for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life & Disability Insurance

Generous Paid Time Off

Tuition Reimbursement

EAP

Technology Stipend

Qualifications

• 3-5 years of experience in a finance-based role is required.
• Bachelor's degree in accounting or finance or relevant work experience required.

Responsibilities

• Serve as the point of contact for ASO Clients and assist with inquiries.
• Manage financial transactions and provide reporting to clients.
• Work with internal teams to support ASO Financial Operations.

Skills

Attention to Detail

Communication Skills

Organizational Skills

Analytical Skills

Problem-Solving Skills

Time Management

Multitasking

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office

MS Access

Job description

Job Details

Job Location: Allied Benefit Systems - CHICAGO, IL

Position Type: Full Time

Salary Range: $22.00 - $24.00 Hourly

Job Category: Accounting & Finance

Description

POSITION SUMMARY

The Financial Client Service Representative is responsible for supporting the ASO Finance Department. This position serves as the point of contact for ASO Clients, Account Management, and Client Executives to assist and respond timely to inquiries in a professional manner. Additional responsibilities include scheduling of transactions associated with claim funding, administrative billing, or stop loss. This role will have in-depth knowledge of all TPA/ASO Client Financial Operations transactions and workflows.

ESSENTIAL FUNCTIONS

• Act as the liaison between the client/broker and various Allied departments supporting ASO Financial Operations.
• Provide communication to clients and brokers regarding financial transaction resolution, reporting, and industry-related information.
• Provide follow-up to renewal/month-end strategies to close out open check registers.
• Work with and foster relationships with other internal teams such as Account Management, Stop Loss, Eligibility, and Treasury.
• Daily management of ASO Finance RFA and associated tasks.
• Implementation support and requirements for ASO Finance departments.
• Financial Reporting Requests.
• Auditing of ASO Finance transactions and client support.
• Work on special projects, duties, or tasks as assigned.

EDUCATION

• Bachelor's degree in accounting or finance or relevant work experience required.

EXPERIENCE AND SKILLS

• 3-5 years of experience in a finance-based role.
• High attention to detail and accuracy required.
• Must be able to work in a high growth environment and have the ability to scale.
• Intermediate to Advanced Microsoft Office skills.
• MS Access background preferred.
• Medical Claims experience preferred.
• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Ability to multitask and handle varying assignments.
• Ability to prioritize tasks and to delegate them when appropriate.
• Ability to function well in a high-paced and at times stressful environment.

POSITION COMPETENCIES

• Communication
• Customer Focus
• Accountability
• Functional/Technical Job Skills

PHYSICAL DEMANDS

• This is an office environment requiring extended sitting and computer work.

WORK ENVIRONMENT

• Remote

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Compensation is not limited to base salary. Allied values our Total Rewards and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend.

Allied reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position, you understand that the specific pay range is contingent upon meeting the qualifications and requirements of the role and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.