CRC Benefits - Reconciliation and Processing Specialist - Stop-loss Premiums (Hybrid)
CRC Group
Job Title
The position is described below.
This position will manage and process premium set up of new/renewal stop loss accounts, develop and provide required claim reporting to sales staff, and set up new billing accounts for processing as needed. Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you're part of the team while also enjoying the convenience of working from home. At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits recently earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.
Required Responsibilities
- Review deposits (ACH & checks) in bank account.
- Post deposits in QuickBooks.
- Process deposits (reg/ACH).
- Disburse money to Carrier, TPA, Broker, based on contract amount.
- Balance money paid to amount received from payer.
- Notify payer of any discrepancies (under or overpayments).
- Enter data in Quickbooks (ACH/Check #, payee amount, etc.).
- Create ACH or check in bank to appropriate payee.
- Verify amount paid in Quickbooks matches ACH amount.
- Send email notification to payee (Carrier, TPA, etc) of payment including Group Name & dollar amount paid, etc.
- Scan all documentation into Share drive.
- Additional projects as assigned.
- Physical requirements include sitting, frequently speaking and hearing, and occasionally standing, walking, bending, crawling, kneeling and the ability to lift up to 25lbs.
- Occasional long, irregular hours.
Required Qualifications
- HS Diploma or GED equivalent required.
- Strong knowledge of Microsoft Office, specifically Excel, Word, and Outlook required.
- Working knowledge of QuickBooks helpful.
- Communicate with all levels of internal personnel, both verbally and in writing.
- Read, comprehend, interpret, and analyze moderately complex job-related documents and financial records.
- Work under absolute deadlines.
- Develop and maintain good working relationships.
- Determine when issues need to be escalated to a higher level.
- Work in and promote cooperation in a team environment.
- Manage multiple responsibilities simultaneously.
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
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