Financial Life Specialist

AbleLight • Grand Junction, CO

10d

About The Position

The Financial Life Specialist is a key member of Financial Services responsible for monitoring and reporting on the financial well-being of the people we serve and processing the day-to-day financial information to do so. Builds positive relationships with internal and external customers with a forward thinking, Team Together mindset, willing to step into projects and tasks as needed to support the team in building upon organizational objectives and implementing process improvements.

Requirements

• Ability to solve problems in day-to-day work tasks.
• Proficient in Microsoft Office, proprietary software application and ability to learn new applications and technologies.
• Team player with ability to work with diverse colleagues with varying specialties and to collaborate between departments,
• Excellent customer service skills.
• Highly organized and detail oriented with excellent judgment, analytical abilities, and the ability to multitask.
• Excellent verbal and written communication skills with internal and external audiences.
• Self- starter and ability to work effectively in a remote environment.
• High school diploma or GED.
• Two years of relevant experience in accounting, finance, or similar roles.

Nice To Haves

• Previous experience in long-term care billing preferred and understanding benefit eligibility and representative payee services.
• Certification in accounting or relevant field preferred.

Responsibilities

• Receives and reviews member invoices, proof of purchase to process the documentation and apply to members account in compliance with AbleLight policies state and federal regulations.
• Confirming approval for payment.
• Reconciles amounts owed by comparing invoices to purchase orders or other records.
• Enters invoice amounts into the proprietary application to generate payment and asset management.
• Facilitates benefit eligibility redetermination process.
• Transaction entry and reconciliation for charges to/from member personal fund ledgers.
• Responds to internal and external inquiries regarding invoices. This involves completing thorough research, identifying, and addressing any concerns or discrepancies, and communicating outcomes to appropriate parties.
• Oversight of asset limits according to the state guidelines and staying current on state and federal laws and regulations.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees