Refund & Check Processing Specialist

Insight Global; Houston (TX); On-site; USD 28,000 - 34,000; Full time

Job summary

Insight Global is seeking a Query Handling / Check Processing Agent in Houston to support high-volume refund requests, documentation review, and check processing. The role requires attention to detail, adherence to procedures, and consistent productivity and accuracy while safeguarding confidential information.

Experience in accounts receivable, refunds, or finance operations is preferred; familiarity with SAP and MS Office is a plus.

Qualifications

• High school diploma or equivalent required.
• Ability to process a high volume of transactions while maintaining quality.
• Ability to follow detailed procedures and approvals.
• Strong written and verbal communication skills.
• Experience with refunds, payment processing, or finance operations preferred.

Responsibilities

• Monitor query, email, or workflow queues daily.
• Review refund requests and documentation for completeness and accuracy.
• Process refund requests per procedures and approvals.
• Prepare and validate information for refund check processing.
• Verify customer and payment details before submission.
• Enter data into designated systems or tools.
• Maintain complete documentation for each case.
• Update case status and tracking fields.
• Escalate discrepancies to supervisor.
• Meet productivity and turnaround expectations.
• Protect confidential customer, payment, and company information.

Skills

Attention to detail

Procedural compliance

Written and verbal communication

Microsoft Office (Outlook, Excel, Word

SAP or refund-processing systems

Independent & team work

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Excel

Word

Teams

SAP

Job description

Insight Global is seeking a Query Handling / Check Processing Agent in Houston to support high-volume refund requests, documentation review, and check processing. The role requires attention to detail, adherence to procedures, and consistent productivity and accuracy while safeguarding confidential information.

Experience in accounts receivable, refunds, or finance operations is preferred; familiarity with SAP and MS Office is a plus.