Responsible for posting cash receipts accurately and efficiently by reviewing all supporting documentation in accordance with established policies and procedures and processing adjustments and refunds.
Basic Functions:
- Posts cash into the PMSI Accounts Receivable systems accurately by following the policy and procedures manual.
- Works with carriers, third-party insurers, and other internal departments in tracking the progress of payments to resolve unapplied and misapplied cash issues in accordance with current policy and procedures.
- Processes refund requests for carriers and prepares refunds for approval to Accounts Payable.
- Works with Supervisor and other members of the management team to provide clerical support functions to Accounts Receivable when needed.
- Posts adjustments for various departments accurately and in a timely manner.
- Contacts the customer with any questions regarding payments or refunds.
- Researches any issues within the department.
- Performs other duties as assigned by management.
- Competencies:
- Organizational Skills – Ability to multitask and manage multiple projects
- Flexibility – Ability to work in a fast paced environment.
- Computer skills – Possesses intermediate to advanced Microsoft Suite Knowledge (Word, Excel ).
- Communicating Effectively – Ability to write and present effectively; adjusts to fit the audience and the message; strongly gets a message across.
- Detailed Oriented – Ability to be well organized and resourceful, has the ability to reduce a complex concept or task into something that is manageable and clearly interpreted. is able to get things done with less and in less time; can work on multiple tasks at once without losing track; foresees and plans around obstacles.
- Analytical Skills—Ability to analyze and synthesize information to understand issues and identify options.
- Team player – Ability to manage strong working relationships within the company. Able to complete tasks and work cooperatively with others.
- Adaptability – Ability to respond and adapt to changing circumstances and to manage, solve problems and provide solutions in a climate of ambiguity.
- Organizing and Planning – Ability to plan, organize and prioritize work, balancing resources, skills, priorities and timescales to achieve objectives.
Job Qualifications:
Education
- Required: Associate’s degree or equivalent experience
- Desired: Associate’s degree
Work Experience
- Required: 6 months of cash posting experience.
- Desired: 1 year or more of cash posting experience.
Licenses/Certifications:
- Required: None
- Desired: None
Job Scope:
- Total Number of Associates this position oversees: 0
- Number of Direct Reports: 0
- Title(s) of Direct Reports: N/A
Work Environment:
The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is generally quiet to moderate.
Physical and mental requirements:
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:
Sedentary physical activity requiring reaching, sifting, lifting, finger dexterity, grasping, feeling , repetitive motions, talking and hearing.
- Visual requirement is for close vision, distance, vision, peripheral vision and ability to adjust focus.
- 50% or more time is spent looking directly at a computer.
- Associate is frequently required to stand, walk (or otherwise be mobile).
- Ability to deal with stressful situations as they arise.
Career path:
- Specialist: Senior Cash Receipts Associate
- Technical: N/A
- Management: Technical Lead
Interested parties please contact Kelli Peltier at the Tampa Bay Workforce Alliance: [email protected] or 813-930-7586.
