Client Finance - Cash Analyst, Client Accounting
About The Position
Wellcove has been recognized as the nation’s leading full-service senior market solutions provider for over 25 years. Our solutions span the insurance senior market sector, focusing on long-term care and Medicare Supplement plans. However, we don’t stop there. Wellcove also addresses challenges faced in accident & health, disability, and supplemental health insurance programs. Our team provides individuals and their families with peace of mind knowing their insurance needs will be met in a thoughtful, efficient manner. We are able to do this because of our dedicated associates, innovative solutions, and state-of-the-art technology. Facilitates finance activities for a company. They typically process payments towards the balance on customer accounts using Bank Lockbox or other payment sources. Other duties may include deciding whether to accept a request for credit and ensuring there's a process for resolving problems. The role has dual responsibilities in the Lockbox area and with Mailroom activities. The candidate will assist with mailroom activities once they have completed lockbox each day.
Requirements
- Analytical and problem-solving skills.
- High level of communication and decision-making skills
- Knowledge of Cash Management software systems
- Ability to manage high volume transactions.
Responsibilities
- Verifies accuracy of invoices and cash payments.
- Research cash outages and recommend changes as necessary based on volume.
- Works with vendor and internal technical support on all systems related issues
- Reviews and tests all systems changes.
- Completes monthly reporting.
- Assists with mailroom activities once lockbox duties are completed each day.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
