Travel Support and Expense Coordinator

Job Description

Job Description

Consociate Health, a leading Third-Party Administrator, offers an opportunity to grow and develop your career in an environment that provides a fulfilling workplace for employees, and creates continuous learning and embraces the ideas and diversity of others.

As part of our Mission to make Healthcare more accessible and affordable for our clients through innovation solutions and expert consultation, we value the inherent qualities that are foremost in our Mission, Vision, Values- Compassion, Humility and Impact, which allow us all to create authentic relationships with our team and our clients.

POSITION SUMMARY:

The purpose of this position is to ensure the financial requirements of the Specialty Care Management department are met accurately and efficiently. This includes managing internal financial processes such as funding US Bank Cards, paying invoices, providing documentation for external program finance concerns, preparing monthly billing statements for each employer group, and reconciling credit card statements to match claims and entries in the department database. This position will assist with maintaining relationships with external travel vendors (e.g., hotels and shuttle companies), reviews and negotiates contracts, and ensures compliance with company policies and client requirements.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

• Review, validate, and maintain financial and related records for client-specific programs.
• Perform timely reconciliation of accounts and credit card statements.
• Submit client billing based on established billing parameters.
• Prepare and deliver quarterly financial reports.
• Build and maintain US Bank Card profiles and fund client expense cards.
• Process ACH funding and repayment transactions.
• Provide e-review lists to finance through claims systems.
• Identify and resolve errors in invoices or data promptly.
• Maintain accurate documentation for audits and compliance purposes.
• Communicate effectively with internal teams and external vendors to resolve financial issues.

GENERAL EXPECTATIONS:

• Present a positive image of Consociate Health at all times.
• Provide and promote the delivery of services with a prevailing attitude of respect and recognition of the personal worth and dignity of every individual whether they are a customer or co-worker.
• Communicate in a clear and concise manner, while also demonstrating receptivity through active listening.
• Identify and perform work that has not been specifically assigned, as needed.
• Continuously seek opportunities for improvement and suggest ways in which procedures/systems may be modified to accomplish tasks/goal efficiently and effectively.
• Demonstrate a teamwork philosophy by working cooperatively with others.
• Attend required in-service and staff meetings.
• Seek other educational opportunities directly related to this position.
• Preserve the confidentiality of all business-sensitive information, including but not limited to that of insured groups and individuals, employees and applicants.
• Adhere to established safety standards and utilizes proper techniques to avoid work-related injuries.

SERVICE EXPECTATIONS:

• Greet all people in a prompt and courteous manner. Communicate in a warm and courteous manner, making eye contact and speaking in a tone of voice that matches words.
• Ask customers what they need and strive to exceed their expectations. Offer and provide assistance whether or not the request falls within your specific job duties.
• Respond to customer requests in a timely manner consistent with Consociate Health's standards and best practices, return calls promptly and keep them informed of delays before they ask.
• Make decisions based on customer needs, opinions, complaints or suggestions.
• Take appropriate steps to resolve problems to the customer's satisfaction.
• Ask customers for their opinions, accepting criticism as an opportunity to improve service.
• Seek opportunities, provide value-added services, and eliminate tasks that do not serve our customer. 
• Remain aware of products and services provided by Consociate Health.
• Project a positive, professional image when working.

KNOWLEDGE, SKILLS AND ABILITY REQUIREMENTS:

• Experience in Business Administration, Finance, Accounting, or a related field.
• 3+ years of experience in finance, including accounts payable or accounts receivable.
• Strong attention to detail and ability to meet tight deadlines.
• Proficiency in Microsoft Excel and financial systems.
• Excellent communication and organizational skills.

BENEFITS:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Vision insurance