Client Financial Associate

Client Financial Associate – Remote

Our client is seeking a Client Financial Associate to join their team remotely.

• Assist in the development, analysis, interpretation, invoicing, reporting, and presentation of historical and/or forecasted financial claims expense and stop-loss coverage information.
• Support preparation of invoicing and financial claims expense forecasts.
• Prepare financials for loss coverage for employer groups or stop-loss vendors based on actual high dollar claims and/or claimants’ performance, previous stop-loss credits, estimated claims expense trend, expense reports and other factors.
• Review expenditures of employer groups’ subgroups to ensure conformance to Administrative Agreement.
• Prepare reports and analysis for various audiences such as Self-Funded Groups (Employer), Stop Loss Vendors, Sales, Underwriting, etc., including monthly variance analysis.
• Verify and identify manual transaction fees / contractual adjustments.
• Prepare estimates and adjustments needed for new or existing business.
• Reconcile statement of accounts, assist with monthly run-out and final close-out activities, prepare schedules, etc.
• Compile data for internal and external audit.
• Process client transactions including suspend/hold of claims, run-out administrative fees, and employer group settlement.
• Determine benefit eligibility for stop-loss coverage on claims for specific claimants based on contract terms, handling inquiries on utilization, provider information, medical reviews, leave of absence language, COBRA benefits, and plan documentation.
• Conduct quality reviews of operational inquiries to ensure accurate information and service standards, enhancing customer satisfaction.

• Customer-facing, analytical, and finance background.
• Proficiency in Access and Excel required.
• Healthcare industry experience is a plus.
• Bachelor’s degree or advanced degree (where required) or equivalent experience.
• 0–2+ years of related experience (or 3+ years in lieu of degree).

Apex Systems is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law.

To request accommodations for job application or to apply for a position, contact our Employee Services Department at [email protected] or 844‑463‑6178.