Financial Client Service Representative

Position Summary

The Financial Client Service Representative is responsible for supporting the ASO Finance Department. This position is to serve as the point of contact for ASO Clients, Account Management and Client Executives to assist and respond timely to inquiries in a professional manner. Additional responsibilities include scheduling of transactions associated with claim funding, administrative billing or stop loss. This role will have in-depth knowledge of all TPA/ASO Client Financial Operations transactions and workflows.

Essential Functions

• Act as the liaison between the client/broker and various Allied departments supporting ASO Financial Operations.
• Provide communication to clients and brokers regarding financial transaction resolution, reporting and industry-related information.
• Provide follow up to renewal/month-end strategies to close out open check registers.
• Work with and foster relationships with other internal teams such as Account Management, Stop Loss, Eligibility and Treasury.
• Daily management of ASO Finance RFA and associated tasks.
• Implementation support and requirements for ASO Finance departments
• Financial Reporting Requests
• Auditing of ASO Finance transactions and client support
• Work on special projects, duties or tasks as assigned.
  
  

EDUCATION

• Bachelor's degree in accounting or finance or relevant work experience required
  
  

Experience And Skills

• 3-5 years of experience in finance-based role
• High attention to detail and accuracy required
• Must be able to work in a high growth environment and have ability to scale
• Intermediate to Advanced Microsoft Office skills
• MS Access background preferred
• Medical Claims experience preferred
• Excellent verbal and written communication skills
• Excellent organizational skills and attention to detail
• Excellent time management skills with a proven ability to meet deadlines
• Strong analytical and problem-solving skills
• Ability to multitask and handle varying assignments.
• Ability to prioritize tasks and to delegate them when appropriate.
• Ability to function well in a high-paced and at times stressful environment.
  
  

POSITION COMPETENCIES

• Communication
• Customer Focus
• Accountability
• Functional/Technical Job Skills
  
  

PHYSICAL DEMANDS

• This is an office environment requiring extended sitting and computer work.
  
  

WORK ENVIRONMENT

• Remote
  
  

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend.

Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.