Business Solutions Clerical I

The core duties of this position include the meticulous application of payments to group accounts, ensuring the prompt and accurate allocation of payments to associates and retention of benefits to members of group accounts. As breadth of knowledge increases with experience, the Business Solutions Payment Clerical I may become eligible to transition to the next level of Business Solutions Payment Clerical II. 

Performance Outcomes 

Payment Management 

• Record and manage group payments received from CM Client in SystemI 

• Redirect payments with discrepancies in CM Client to the appropriate basket for resolution 

• Examine return checks received from accounting, scanning them into CM Client 

• Enter and manage Backout/Apply and Suspense Form details from CM Client into SystemI 

• Handle the processing of Government Allotments from OnDemand, accurately incorporating them into SystemI 

• Input and manage Group Remittance Payments from CM Client into SystemI 

Administrative and Support 

• Support the Reconciliation team by assisting in the comparison of unbalanced payments as necessary 

• Print the daily direct deposit report provided by accounting, determine the relevant group, categorize them as balanced, unbalanced, or national, and forward the reports to the Document Support Team for scanning 

• Other duties as assigned by leadership   

Education, Knowledge, and Experience 

• 0-1+ years prior experience working in customer service 

• High School Degree Required  

• Knowledgeable in Word, Excel, and PowerPoint 

• Good typing and 10-key skills, Required 

• Good written and verbal communication 

• Good phone and presentation skills 

• Effectively interact with users, peers, managers, and vendors 

• Requires an ability to handle multiple deadlines, provide a detailed-oriented, analytical, and organized approach to daily duties and relationship building with a high degree of confidentiality.  

• Requires an individual with a positive professional attitude who can work as a part of a team or individually. 

• Requires the ability to work under pressure and quickly adapt to change 

• Requires a self-starter with a high level of initiative and problem-solving mindset. 

FLSA Status 

This is a non-exempt position. 

Physical Requirements/ Work Environment  

The work environment characteristics and physical demands described here are representative of these an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

The duties of this position are performed in a professional office environment. Employee routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. While performing the duties of this job, the employee is regularly required to use hands and fingers to handle, feel, or operate objects, tools, or controls, and reach with hands and arms. The employee is frequently required to sit, stand, talk and hear. Employee can work at the computer or other sedentary tasks for extended periods. Employee can conduct duties discreetly and impartially. Employee has regular and predictable attendance and punctuality with the ability to work on critical business days as deemed necessary, including some evenings and weekends to ensure all business is processed. Travel is not for this position.