A/R Efficiency and Quality Lead

Zenith American Solutions•Tampa, FL

About The Position

The Accounts Receivable Operations Lead serves as the subject matter expert and advisor for all Accounts Receivable processes, driving efficiency, accuracy, and compliance across internal operations and external client partnerships. This role leads process improvement initiatives, supports complex reconciliation and remittance issues, and ensures adherence to government, client, and company guidelines. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Requirements

Associate’s degree in a related field and two years of experience in a process improvement role involving bookkeeping, payroll, finance, banking, or accounting
Four years of related work experience such as bookkeeping, payroll, finance, banking, or accounting.
Proficiency with MS Office tools and applications.
Advanced proficiency with Excel
Strong technical aptitude with the ability to learn new systems and applications

Nice To Haves

Bachelors degree in a related field
Experience working with financial and operational controls within a third-party benefits administrator or similar organization.

Responsibilities

Serves as the department expert on end-to-end Accounts Receivable workflows from employer submission through internal processing, reconciliation, and financial reporting.
Works collaboratively with internal teams and external client employers to establish, communicate, and implement best practices for Accounts Receivable
Leads the evaluation, design, and implementation of Accounts Receivable process improvements, determining appropriate methodologies, priorities, and solutions with minimal supervision.
Identify, develop, document, and maintain standard operating procedures (SOPs) for all aspects of Accounts Receivable services across clients and administration systems
Presents new procedures, initiatives, and technology to internal staff and client employers
Advises the VP of Accounts Receivable and Chief Operation Officer on Accounts Receivable performance trends, risks, and recommended operational improvements
Analyzes complex reconciliation issues and irregularities, determines root causes and develops recommended resolutions and process changes to prevent recurrence.
Handles complex employer remittance inquiries via telephone and electronic modes.
Serves as a subject matter expert on: Department accounts receivable processes, including COBRA payments, self-pay payments, refund requests, and cash receipts. Employer contract setup, maintenance, and system updates Contribution report preparation and processing Payment reconciliation to administration systems and bank postings Discrepancies research, credits processing, and retro-payment processing Delinquency management and payroll audit processing Month-end review, research, correction, and balancing activities
Develops and supports training content and knowledge resources for Accounts Receivable staff and provides expert guidance on complex processes and system functionality.
Conducts research and resolves complex technical issues and irregularities
Contributes to cross-functional special projects impacting Accounts Receivable operations and client outcomes, as assigned by Accounts Receivable Supervisor or Manager.
Performs other duties as assigned.