Senior Funding Operations Specialist

Description

Job Title: Senior Funding Operations Specialist

Job Type: FT

Location: Remote, to be considered for this role, you must reside in one of the following states —AZ, CT, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NV, OH, PA, RI, SC, TN, TX, UT, VA, WI, WV. Or hybrid to the Charlotte, NC; Falmouth, ME; or Winston Salem, NC Office. 

Who We Are

Benefits are complicated but by using innovative technology, paired with attentive and dedicated customer service, it doesn’t have to be! At Flores, we focus on technology and customer service, so our clients can focus on their employees. We are a leader in the field of consumer-based reimbursement plans, COBRA, and Direct Bill services. With a 97% client retention rate, we continue to grow our footprint across the US.

Please visit our website to learn more about our people, culture, and benefits! www.flores-associates.com.

Job Summary

At Flores, we are passionate about our clients having a great experience and this also applies to our team and our future team members. Building a remarkable team is a top-level company priority. The Senior Funding Operations Specialist ensures appropriate and accurate establishment, accounting, and reconciliation of client accounts for specific company products. The Senior Funding Operations Specialist reports to the Finance Operations Team Leader.

What You’ll Do

• Provide exceptional client-centered customer service to our larger clients.
• Review the daily ACH report to determine what funding needs to be posted.
• Work with team members to determine appropriate set up, funding, structuring, and reporting of client accounts.
• Maintain large client accounts to ensure that all information is current and accurate.
• Process and post payroll deductions and client deposits.
• Actively work with the client to confirm where funds received should be allocated if necessary.
• Have a basic understanding of the plans we administer to help fast track posting of funds.
• Understand the reasons why we would receive funding (FSA funds, invoices, negative balance).
• Perform client account reconciliations. 
• Perform data entry within multiple applications.
• Actively participate and contribute to Flores’ company Initiatives.
• Provide guidance to Funding Operations Specialists.
• Perform other duties as assigned.
• Maintain quality work that exemplifies and promotes Flores’ core values.

 

Requirements

Who You Are

• High School Diploma required, bachelor’s is preferred.
• 4+ years in a customer service environment with a focus on client account balances.
• Ability to enter data ensuring accuracy and data integrity.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and Access. Ability to gain proficiency with other software and databases.
• Excellent attention to detail and strong organization and prioritizing skills.
• Strong analytical and problem-solving skills.
• An individual that understands the value of providing a high level of customer service.

Work Environment

Flores’ standard work hours are Monday through Friday, 8:30 a.m. to 5 p.m. ET with an hour lunch. Roles may be approved for other schedules by managers. This role operates in a professional remote office environment. To be considered for this role, you must reside in one of the following states —AZ, CT, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NV, OH, PA, RI, SC, TN, TX, UT, VA, WI, WV. This role is mostly sedentary and consists of prolonged periods sitting at a desk and working on a computer. This role also utilizes other tools such as a phone, copy machine, and printer. Common programs often used are Outlook, Word, and Excel. This position frequently communicates with Flores team members and candidates and must be able to exchange accurate information clearly in these situations.

How We Support Our Team

At Flores, we invest in our people, our community and our technology and strive to provide work life balance, paired with professional growth for each of our employees. We provide an innovative benefit solution for our clients but that does not apply just to our clients. They extend to our team too!

• Competitive Benefits – Flores offers competitive medical, dental, and vision benefits for employees and their families. We also provide company funded HSA’s, Pre- and Post-tax 401k’s with a company match up to 5%, and other great benefits such as Life Insurance, Accident Insurance, Pet insurance, and more!
• Work Life Balance – We want all our team members to have time to focus