Finance Associate

GuideWell • Irving, TX

1d • Onsite

About The Position

Get To Know Us! WebTPA, a GuideWell Company, is a healthcare third-party administrator with over 30+ years of experience building unique benefit solutions and managing customized health plans. What is your impact? The Finance Associate is an entry level position largely supporting our Treasury team. This role will handle all client account bank reconciliation, premium reconciliation and client funding functions.

Requirements

• 1-year general business experience, with a preference for 2-3 years.
• 1-year of experience in banking/finance or accounting functions a plus.
• Knowledge of stop pays, check tracers, bank reconciliation, escheatment, premium balancing or payable experience.
• Good verbal and written communication skills.
• Ability to field client and vendor phone calls daily.
• Advanced computer skills in utilizing Microsoft Office Word and Excel and typing at 40 wpm.
• Knowledge of Microsoft Access is a plus.

Responsibilities

• Organizes and enters payables.
• Prepares billing setups and monthly invoicing.
• Processes client account bank and premium reconciliations and successfully resolve discrepancy dollars.
• Responsible for stop pay and check tracers.
• Transmits positive pay files.
• Identifies client premium and cobra refunds due and prepares refund documentation for check run.
• Analyzes and processes unclaimed properties and taxes in accordance with individual state escheatment/claim tax requirements.
• Deposit checks into respective bank accounts.
• Processes bank and vendor set-up forms.
• Premium reconciliation duties include applying premiums to subscribers and successfully resolving discrepancy dollars.

Benefits

• Medical, dental, vision, life and global travel health insurance
• Income protection benefits: life insurance, short and long term disability programs
• Leave programs to support personal circumstances
• Retirement Savings Plan includes employer contribution and employer match
• Paid time off, volunteer time off, and 11 holidays
• Additional voluntary benefits available
• A comprehensive wellness program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees