Financial Specialist II

Western Growers

Financial Specialist II responsible for processing financial transactions related to health benefit plans. Join a dedicated team at Western Growers Health supporting the agriculture industry.

Posted 4/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $53,667 - $74,768 per yearWebsite

About the role

Key responsibilities & impact

Process financial transactions, both automated and manual, within the company’s processing systems, including group and individual billing, Automated Clearing House (ACH) transactions, and cash receipt processing
Maintain and balance group and individual accounts receivables including delinquency processing and terminations
Manage receipt of group admin fees and process vendor payments
Invoice for third party administrator (TPA) Claims processing and manage receipt and application of claims funding
Maintain/manage all Pinnacle Claims Management, Inc. (PCMI) contribution/premium reimbursements, COBRA/Retiree reimbursements, and vendor pass thru payments for PCMI
Verify and authorize the release of PCMI vendor payment within four business days of account funding
Manage the process of funding and releasing self-funded claims payments
Reconcile and maintain accuracy of group ledger accounts by matching incoming payments to corresponding invoices, promptly investigating and resolving discrepancies, collaborating with internal teams and external partners to make adjustments, and maintaining thorough documentation to support audit trails
Monitor bank accounts daily for returned items, overdrafts, positive pay exceptions, stop payments and other exception reporting and make decision for resolution or escalation
Month End Financials completed and delivered to Accounting by the fifth (5 th ) business day of the month
Assist with Mid-Month cash application audit that must be completed by the 15 th business day of the month
Manage and maintain Bank lockbox, and ACH/Wire programs
Manage and maintain retiree invoicing & receivable management program(s)
Support FSA (Flexible Spending Account) HSA (Health Savings Account) HRA (Health Reimbursement Arrangement) program
Manage the delinquency process for both WGH & PCMI accounts
Manage the third-party pharmacy process by reviewing consumer claim data files from vendors and coordinating billing and invoicing between operational and accounting teams to ensure accurate and timely payments.
Validate and audit pharmacy data files against contract pricing, documenting, and reporting findings
Prepare ad hoc reports upon request
Proactively identify inefficiencies within established processes and recommend solutions to optimize time, reduce risk, and minimize cost

Requirements

What you’ll need

BA/BS degree in accounting, finance, or business-related field
three (3) to five (5) years of experience working in a related field or equivalent combination of education and experience preferred
Skills to establish priorities, multi-task, work under pressure and deadlines, work independently with minimal supervision or in team environment
Proficient in Microsoft applications, including intermediate skills in Excel, Word, and Outlook
Experienced in performing customer account reconciliations, including research, and resolving discrepancies with minimal supervision
Excellent written and oral communication skills, to include modern business communications, formatting professional letters, reports, and phone etiquette
Customer service oriented
Ability to analyze and resolve technical problems and/or client inquiries as they arise
Knowledge of generally accepted Health Care Eligibility and Billing procedures as well as Health Insurance Portability and Accountability Act (HIPAA), Consolidated Omnibus Budget Reconciliation Act (COBRA), Cal-COBRA, Multiple Employer Welfare Arrangement (MEWA) and Employee Retirement Income Security Act (ERISA) regulations
Knowledge of health insurance industry
Ability to work overtime as requested by management and based upon department needs and compliance.

Benefits

Comp & perks

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Hard Skills & Tools

financial transactions processingaccounts receivables managementvendor payment processingclaims processingreconciliationcash application auditdata validationreport preparationproblem analysiscustomer account reconciliation

Soft Skills

prioritizationmulti-taskingworking under pressureindependent workteam collaborationwritten communicationoral communicationcustomer service orientationanalytical skillsattention to detail