Position Overview
Description
We are looking for a detail-oriented Cash Application Specialist to join our team in Boca Raton, Florida. In this position, you will play a critical role in ensuring the smooth execution of financial processes, including managing correspondence, verifying payment accuracy, and resolving customer inquiries. This role requires precision, adaptability, and strong communication skills to support the Finance team effectively.
Responsibilities:
• Manage correspondence with JPMorgan and ensure timely action on related tasks.
• Verify the accuracy of system-generated policyholder refunds and address discrepancies.
• Post policyholder payments into the policy administration system with precision.
• Analyze aged accounts receivable balances and recommend appropriate write-offs.
• Respond to customer service requests, including reapplying funds, investigating cash issues, processing expedited refunds, and handling credit ...