Financial Services Specialist
Sedgwick
full-time
Posted on:
Location Type: Remote
Location: Remote • Tennessee • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- To serve as a key financial liaison to internal and external business partners (e.g. clients, carriers, IT, client services, etc.); to provide creative and innovative solutions to improve operational efficiencies
- Performs robust analysis and research to identify and resolve discrepancies; engages and coordinates resolution of discrepancies with relevant stakeholders
- Maintains and analyzes accounts and financial related data; ensures accounts and variances are accurately stated; and conducts timely reconciliations
- Maintains department service level agreements (SLAs); ensure that the current and future service requirements of customers are identified, documented, communicated, and understood in the SLAs
- Serves as a key financial liaison responsible for receivable and relationship management, partnering with internal and external business partners (e.g. clients, carriers, IT, client services, etc.); demonstrates the ability to maintain effective and productive relationships with both internal and external business partners
- Administers incoming requests and communicates status/resolution to requestor and relevant parties
- Communicates issues, project status and other applicable information to management and relevant stakeholders
- Offers innovative approaches to improve operational efficiencies (e.g. carrier feeds, process improvements, discrepancy resolution and communications); ensures that improvement initiatives identified in service reviews are implemented and progress reports are provided to senior leadership
- Validates and analyzes historical and/or live data and reports ensuring that accurate data and measurement reports exist and are reviewed with respect to SLAs; performs month-end and ad hoc reporting and analysis as requested
Requirements
- Bachelor's degree from an accredited college or university preferred
- Major in accounting or finance field strongly preferred
- CPA or insurance designations preferred
- Six (6) years of related experience or equivalent combination of education and experience required to include four (4) years of accounting, financial analysis, and/or insurance experience
- Working knowledge of billing and reconciliation systems, claim systems, financial services, and insurance products
- Excellent oral and written communication, including presentation skills
- PC literate, including Microsoft Office products
- Excellent analytical and interpretive skills to include efficient use of MS Excel
- Excellent problem solving and resolution skills
- Strong organization skills
- Ability to maintain confidentiality
- Ability to work independently or in a team environment
- Ability to meet or exceed Performance Competencies
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisaccountingbilling systemsreconciliation systemsclaim systemsinsurance productsdata analysismonth-end reportingad hoc reportingoperational efficiencies
Soft skills
communication skillspresentation skillsanalytical skillsproblem solvingresolution skillsorganizational skillsconfidentialityindependenceteamworkrelationship management
Certifications
Bachelor's degreeCPAinsurance designations