Cash Application Specialist

ob Summary: The Cash Application Specialist is responsible for the support of the cash application process which includes the identification and matching of monies received to the corresponding receivable, cash transfers, disbursements and mark-offs. Position requires strong emphasis on details, quality and timeliness. Must have the ability to work across several receivable systems, policy administration systems, and inter-connected processes. Needs to effectively communicate with peers, management and internal and external partners. Job Responsibilities: • Assume ownership and respond to customer (internal/external) billing correspondence, complaints, and inquiries in an efficient, accurate and professional manner to achieve an optimal outcome. • To ensure complete resolution of all customer inquiries, may need to coordinate end to end service with other business partners. • Effectively navigate multiple systems (bank billing systems, training provided, and applications to research, analyze and resolve customer inquiries. • Work effectively in a team environment using professional interpersonal and communication skills. • Basic knowledge of Property and Casualty insurance principles and company products - Know and comply to corporate policies, regulatory standards (SOX), internal business processes (PCI) and procedures while processing work and meeting/exceeding service performance and quality standards. • As business priorities change, support other teams and process transactions as needed. • Complete assignments and other duties as assigned. • Maintain performance standards within a fast-paced environment. Skills • The candidate must be comfortable in maneuvering through different company systems, (client will train) Excellent organizational skills and ability to multi-task • Knowledge of -EXCEL-data entry. Stronger knowledge of EXCEL would be preferred • Knowledge of Outlook (construct their own emails, knowledge of multiple mailboxes as well as using template emails). • Ability to work independently, as well as in a team environment. • Ability to handle multiple priorities within strict time constraints. • Excellent collaboration skills • Demonstrated commitment to the team and departmental goals. • Ability to make informed decisions, achieving the appropriate results. • Work overtime as needed with an occasional Saturday. • Regular and reliable attendance Education/Experience • 2+ years of customer service/financial services experience, preferably in a processing environment • Strong customer service skills including oral and written communication. • High School or GED mandatory, associate degree preferred.

Created: 2024-11-04