Cash Applications Specialist

Health Advocate is seeking a detail-oriented and dependable Cash Applications Specialist to join our Finance team. This role is responsible for accurately applying cash payments to open receivables, researching and resolving payment discrepancies, reconciling accounts, and maintaining documentation while ensuring a high level of accuracy. The ideal candidate is self-motivated, customer focused, and able to work independently in a fast-paced environment.

What You’ll Do

• Process and apply cash payments to open accounts receivable with a high degree of accuracy
• Utilize third-party payment software to ensure payments are processed daily
• Research and resolve payments that are received without posting instructions
• Reconcile accounts receivable batches to bank deposits
• Contact customers regarding payment discrepancies when needed
• Monitor and respond to inquiries received through the Accounts Receivable mailbox
• Process refunds and returned payments while coordinating with clients as necessary
• Collaborate with team members and leadership to ensure deadlines are met
• Perform additional related duties as assigned, * National Customer Service Association All-Stars Award: Organizations of 100 or Greater, Runner-Up
• Communicator Award of Distinction: October 2019 Broker News
• MarCom Awards: Gold, COVID Staycation Ideas brochure
• MarCom Awards: Platinum, 2021 Well-being Calendar
• Best in Biz Awards: Most Customer-Friendly Company of the Year - Medium category (Silver)

VEVRAA Federal Contractor requesting appropriate employment service delivery systems, such as state workforce agencies and local employment delivery systems, to provide priority referrals of protected veterans.

PAY TRANSPARENCY NONDISCRIMINATION PROVISION

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-I.35(c)

• Ability to work independently and manage competing priorities
• Strong customer service and communication skills
• Excellent attention to detail and commitment to accuracy
• Strong problem-solving and strategic thinking skills
• Ability to meet deadlines in a high-volume environment, * Associate Degree or Bachelor’s Degree in Accounting, Business, or a related field required
• At least one year of Accounts Receivable cash application experience preferred
• Intermediate proficiency with Microsoft Word, Excel, and PowerPoint required, The role requires strong concentration, attention to detail, and the ability to complete tasks accurately. Critical thinking and problem-solving skills are essential to address issues that may arise in day-to-day duties. Effective verbal and written communication skills are needed for responding to inquiries and collaborating with others.

• Comprehensive Training & Equipment - We provide the tools, training, and support needed for your success.
• Career Growth Opportunities - Many of our leaders were promoted from within. We invest in employee development and advancement.
• Competitive Compensation & Benefits - Starting pay of $18.00/hour plus medical, dental, vision, PTO, paid holidays, tuition assistance, and a 401(k) with company match.
• Award-Winning Culture - Join a nationally recognized organization known for outstanding customer service and employee development.

Physical Requirements: This position is primarily sedentary, requiring prolonged sitting while performing administrative tasks. The role involves extensive use of a computer for typing, mouse navigation, and reading information on a screen for extended periods. Frequent phone use is required for communication with team members, clients, or external parties. Essential physical functions include fingering, grasping, pulling hand-over-hand, and repetitive motions necessary for navigating software, entering data, and interacting with electronic documents., * 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)

2023:

• National Customer Service Association All-Stars Award: Service Organization of the Year.
• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year - Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

2022:

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

2021:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year - Healthcare, Pharmaceuticals, and Related Industries, Silver Winner
• Stevie® Awards for Sales & Customer Service: Most Valuable Response by a Customer Service Team (COVID-19). Bronze Winner
• Best in Biz Awards: Most Customer-Friendly Company of the Year - Medium and large category (Silver)

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!

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®), 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.