Reconciliation Consultant I

PPLSI; Ada (OK); On-site; USD 38,000 - 48,000; Full time

Job summary

PPLSI in Ada, Oklahoma is seeking a Business Solutions Reconciliation Consultant I to support payment reconciliation for group accounts and ensure members retain their benefits.

Under supervision, you will manage payments in SystemI, address discrepancies, respond to inquiries, and collaborate with internal and external contacts while meeting deadlines. This full-time role requires a high school diploma, 0-1+ years of customer service, and strong Excel/Word/PowerPoint skills.

Responsibilities

• Record and manage group payments received from CM Client in SystemI
• Redirect payments with discrepancies in CM Client to the appropriate basket for resolution
• Examine return checks received from accounting, scanning them into CM Client
• Enter and manage Backout/Apply and Suspense Form details from CM Client into SystemI
• Handle the processing of Government Allotments from OnDemand, accurately incorporating them into SystemI
• Input and manage Group Remittance Payments from CM Client into SystemI
• Handle incoming calls and emails, as well as initiate outbound calls and emails to assist group account holders and associates with inquiries about unbalanced payments.
• Assess, structure, and share group payroll documents received from group account holders or associates to reconcile payments.
• Other duties as assigned by leadership

Job description

Their core duties involve timely payment reconciliation for group accounts, ensuring members retain their benefits, and facilitating compensation for associates.

Responsibilities

Scope of the Role

Under direct supervision, the Business Solutions Reconciliation Consultant I operates independently to support the organization’s objectives and mission. The Business Solutions Reconciliation Consultant I will demonstrate effective communication skills, collaborate seamlessly with both internal and external contacts, adhere to deadlines, exhibit strong organizational and time management abilities, and maintain a sense of autonomy when engaging in projects and responsibilities.

The Business Solutions Reconciliation Consultant I will have the ability to communicate effectively, collaborate with internal and External contacts, meet deadlines, organization and time management, and the ability to maintain autonomy while working on projects and duties.

Performance Outcomes

Payment Management

• Record and manage group payments received from CM Client in SystemI
• Redirect payments with discrepancies in CM Client to the appropriate basket for resolution
• Examine return checks received from accounting, scanning them into CM Client
• Enter and manage Backout/Apply and Suspense Form details from CM Client into SystemI
• Handle the processing of Government Allotments from OnDemand, accurately incorporating them into SystemI
• Input and manage Group Remittance Payments from CM Client into SystemI

Reconciliation Management

• Handle incoming calls and emails, as well as initiate outbound calls and emails to assist group account holders and associates with inquiries about unbalanced payments.
• Assess, structure, and share group payroll documents received from group account holders or associates to reconcile payments.
• Other duties as assigned by leadership

Education, Knowledge, and Experience

• Knowledgeable in Word, Excel, and PowerPoint
• High School Degree Required
• 0-1+ years prior experience working in customer service
• Good typing and 10-key skills, Required
• Good written and verbal communication
• Good phone and presentation skills
• Effectively interact with users, peers, managers, and vendors
• Requires an ability to handle multiple deadlines, provide a detailed-oriented, analytical, and organized approach to daily duties and relationship building with a high degree of confidentiality.
• Requires an individual with a positive professional attitude who can work as a part of a team or individually.
• Requires the ability to work under pressure and quickly adapt to change
• Requires a self-starter with a high level of initiative and problem-solving mindset.

FLSA Status

This is a non-exempt position.

Physical Requirements/ Work Environment

The work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The duties of this position are performed in a professional office environment. Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms. The employee is frequently required to sit, stand, talk and hear. Employee can work at the computer or other sedentary tasks for extended periods. Employee can conduct duties discreetly and impartially. Employee has regular and predictable attendance and punctuality with the ability to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed. Travel is not required for this position.

Additional Information

Location: Ada

Department: 9346 Business Solutions-Member Services

Time Type: Full time

Commitment to Equal Opportunity

PPLSI conforms to all the laws, statutes, and regulations concerning equal employment opportunities. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, status as a protected veteran, and basis of disability or any other federal, state or local protected class. We prohibit retaliation against individuals who bring forth any concerns, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any concerns or otherwise oppose discrimination.

If you require a reasonable accommodation to complete the application process, please contact Human Resources at: [e-mail].