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Financial Operations Representative
Ref No.: 17-25640
Location: Plymouth Meeting, Pennsylvania

• Provide exceptional customer service by communicating via telephone and in writing with internal and external customers.
• Analyze and reconcile agent/broker accounts. Ensure all transactions are documented in the appropriate system.
• Contact internal and external customers regarding outstanding premium.
• Research and resolve discrepancies.
• Build rapport with agents/brokers and internal departments. Actively listen to customers' requests and inquires, and find solutions.
• Evaluate and make decisions using critical thinking skills to solve problems.
• Manage and utilize time effectively, as well as assist others on the team and across the organization.
• Input data and maintain logs for recording and tracking transactions. Monitor and ensure compliance with policy and procedures; identify trends in activities and outcomes. Ensure that accounts are balanced and reconciled
• Participation in month-end closing activities.
• Perform cash application and cash disbursements processes and transactions, ensuring accuracy of data as assigned.
• Participate in and/or lead special projects as requested.
• Associates Degree in Business/Accounting. Bachelor’s preferred.
• Minimum of 2+ years working in an accounting role, with a preference of Accounts Receivable. Will also consider Accounts Payable or other transactional accounting experience.
• Excellent customer service skills and experience.
• Strong math skills with knowledge of general accounting principles.
• Must have superior written and verbal communication skills, and able to communicate clearly and effectively with internal and external customers.
• Ability to identify and resolve issues and present information in a clear manner.
• Proficiency with MS Office experience with demonstrated knowledge working with spreadsheets (Excel). Previous Financial Application System experience preferred.
• High attention to detail with exceptional level of accuracy.
• Possess strong critical thinking skills and able to think outside the box.