Cash application specialist

Why is Health Advocate a great place to work? For starters, Health Advocate employees enjoy helping people every single day. Employees are given the training they need to do their jobs well, and they work with supervisors and staff who are supportive and friendly. Employees have room to grow, and many of Health Advocate's supervisors are promoted from within the company. Join our award winning team!

Awards:

• 2025: Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner
• 2024: Excellence in Customer Service Awards: Organization of the Year (Small)
• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner
• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

As part of Teleperformance in the US, we were also named #95 in the 2024 ‘Fortune 100 Best Companies to Work For®’ in the USA by Great Places to Work (GPTW®)

Basic Function

The Cash Applications Specialist is responsible for applying cash to open receivables while ensuring 100% accuracy and maintaining documentation.

Major Job Accountabilities

Cash Applications Functions

• Work with appropriate 3rd party payment software to ensure payments are processed, daily
• Research and resolve, within assigned scope, payments without posting instructions
• Reconcile accounts receivable batches to bank deposit
• As necessary, contact customers regarding payment discrepancies
• Coordinate with supervisor and coworkers to ensure deadlines are met
• Monitor and respond to inquiries sent to AR email
• Process refunds to client and brokers
• Process returned payments in 3rd party software and contact client regarding returned payment.

Related Duties as Assigned

The job description documents the general nature and level of work but is not intended to be a comprehensive list of all activities, duties, and responsibilities required of job incumbents. Consequently, job incumbents may be asked to perform other duties as required. Also note, that reasonable accommodations may be made to enable individuals with disabilities to perform the functions outlined above. Please contact your local Employee Relations representative to request a review of any such accommodations.

Minimum Qualifications

Education

A Bachelor of Science or Associate Degree in Accounting in business or related field required

Experience

Minimum one year experience of Accounts Receivable cash application preferred. Intermediate knowledge of Word, PowerPoint, Excel required.

Company Overview

Health Advocate is the nation’s leading provider of health advocacy, navigation, well-being and integrated benefits programs. For 20 years, Health Advocate has provided expert support to help our members navigate the complexities of healthcare and achieve the best possible health and well-being. Our solutions leverage a unique combination of best-in-class, personalized support with powerful predictive data analytics and a proprietary technology platform to address nearly every clinical, administrative, wellness or behavioral health need. Whether facing common issues or an unprecedented challenge like COVID-19, our team of highly trained, compassionate experts work together to go above and beyond expectations, making healthcare easier for our members and ensuring they get the care they need.

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