DESCRIPTION CIS is recruiting for an Accounts Receivable AccountantRecruitment opened: October 7, 2024Recruitment closes: October 24, 2024, at noonSalary Range: $66,666 to $78,234Job Location: During the initial training period (up to six months) you will be required to work in our Wilsonville Office five days per week. After the training period ends you will be required to work in the Office two days per month, with the option of working more days in the office during the month if you want to. The other days in the work month can be remote workdays from your Oregon residence. In addition to the requirement that you work in the office two days per month, you may occasionally be required to travel to the office on other days, or you may need to travel to a CIS staff gathering location, and you are required to travel to the Oregon location of CIS' Annual Conference.
You must apply using our online application system () to be considered for an interview, and to request Oregon Veterans Preference consideration.I am interested; what do I do next? CIS uses a "quick apply" application process, meaning you just need to submit your resume and respond to a few questions. To learn more about the job, and access our Careers page, please go to the link for our online application system ():
General Position Summary: Can you picture yourself in this position? The person in this position is responsible for maintenance of all CIS Accounts Receivable and member balances due or owing. The position administers member revenue imports and reconciles all customer ledger changes back to source data. The position spends about half the time reconciling individual member health insurance accounts and consulting with members to help them understand the complex billing and eligibility system outputs and use.
CIS Offers: Why is CIS a great place to work? Meaningful work that impacts Oregon's communities, job stability, 100% employer-paid retirement plan (Oregon PERS), regular salary increases, 90% of health insurance premium paid by CIS, professional development opportunities, and respect and appreciation for what you do.
Please join CIS. As a nationally recognized leader in risk pooling and trust management, our values are integrity, financial strength, expertise, innovation, adaptability, inclusion, and collaboration, which not only benefits local communities, but also delivers a great benefit to you! It is a win-win for everyone. Our average employee tenure is 8 years; whether you are joining our team for two years or 20 years, you will have the opportunity for professional development. We would be honored to have you join our team.
POSITION HIGHLIGHTS/JOB DESCRIPTION Essential competencies of this job are described under the headings below. They may be subject to change at any time. The omission of specific statements of duties does not exclude them from the position, if the work is similar, related, or a logical assignment to the position. The job description does not constitute an employment agreement between the employer and employee and may be changed by the employer at any time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, providing that an accommodation(s) does not create an undue hardship for the employer, remove an essential job function, and/or create a direct safety threat to the individual, or others.
GENERAL POSITION SUMMARY: This position is responsible for maintenance of all CIS Accounts Receivable and member balance due or owing. The position administers member revenue imports and reconciles all customer ledger changes back to source data. The position spends about half the time reconciling individual member health insurance accounts and consulting with members to help them understand the complex billing and eligibility system outputs and use.
ESSENTIAL FUNCTIONS:Temporary modifications to provide reasonable accommodations, or transitional work assignments, do not waive any of the essential functions for this position.
Driver LicenseThe ability to drive is not an essential job function, nor is it related to a business purpose.
The following information may not be all-inclusive:
Invoicing- Import to Intacct invoices generated in benefits, underwriting, and claims systems.
- Create invoices within Intacct for conference registrations, training registrations, GASB75 valuations, various reimbursements (TPA, OPEEP, VRSA, etc.), and claim subrogation and reinsurance receipts.
- Email Alternative Finance Plan invoices to members. Maintain reconciliation spreadsheets.
- Enter and import subrogation payments in Compass for import to Intacct.
Receipting- Retrieve deposit data from various banking and payment processing websites.
- Receipt payments.
- Process refund requests. Record adjustments in accounting system and benefits system in conjunction with refunds.
- Run monthly autopayment process for benefits members and COBRA/Retiree participants.
- Communicate claims subrogation and excess recovery receipts to the claims department.
Reconciliations- Monthly reconciliation of AR subledger to GL. Submit monthly journal entry for reclassing benefits prepayments to deferred revenue.
- Reconcile imported invoice batches to source data.
- Maintain accurate balances within benefits system by importing benefits receipts and recording refunds, with the help of the Connect-Intacct reconciliation report.
- Ensure that benefits balances match between Intacct and Connect; Report Intacct issues/anomalies to Benefits Operations Manager.
- Make recommendations for continued improvement of Connect's financial interface.
Collections- Contact members with balances past due.
- Set up quarterly PL Renewal payment plans with members by request.
- Issue monthly statements to members.
- Calculate late fees to be charged on unpaid benefits invoices.
Customer Service- Answer phone calls and emails from members, COBRA/Retiree participants, and agents; provide information and/or direct questions to the appropriate department.
- Work closely with the benefits department to provide good customer service to members and COBRA/Retiree participants. Identify accounts that need past-due payment or termination notices sent. Identify refunds that need to be issued. Identify balance discrepancies and issues that need to be addressed within the benefits software. Propose system improvements.
- Assist members with their benefits/payroll questions and reconciliations.
Work Instructions- Create/maintain up-to-date documentation of all AR procedures
EDUCATION, CERTIFICATION, CERTIFICATES, KNOWLEDGE & EXPERIENCE: Education and experience requirements listed are minimum standards. Other equivalent combinations of education, certifications, training, and experience may be considered.
Education: Bachelor's degree in accounting, business, or related subject.
Knowledge: The position requires a team-oriented individual with excellent communication skills that include the ability to communicate complex and technical issues to outside stakeholders as well as across various internal departments. A passion to solve puzzles combined with a drive to add value for CIS members is necessary for success at this position.
The position requires a working knowledge of generally accepted accounting procedures, strong math skills, expert Excel spreadsheet skills, and the ability to use electronic accounting systems, as well as other software associated with CIS business practices.
Attention to detail is necessary as well as the ability to multi-task, and the ability to plan and prioritize work. Good verbal, written, and interpersonal relations skills are needed along with the ability to present a professional image and provide outstanding customer service.
Certificates: No.
Certifications: NA
Licenses: NA
Experience: One or more years' experience; at least one year of experience working with customer accounts.
Special Qualifications:- Special projects as assigned.
- Other duties as assigned.
- As needed, perform daily check runs.
- Assist with Payroll:
- Monthly review of payroll.
- Serve as backup for payroll processing.
- Assist with Issuing 1099s:
- Annual data analysis to determine recipients and amounts.
- Compile requested records for the annual audit; Maintain process documentation for auditors.
- Maintain up-to-date documentation on all AR procedures.
- Identify areas for procedure and system improvement; propose and implement solutions.
- Attend and assist with annual CIS conference.
CIS VALUESCIS has identified shared values to guide staff. These values provide the lens through which we expect you to work:
- Service: We maintain an unwavering commitment to provide exceptional service, solutions, and support.
- Stewardship: We exercise fiscal discipline and safeguard resources with prudence, protection, and care for our members and the communities they serve.
- Integrity: We strive for alignment between our actions, words, and values. We seek consistency in our interactions, behaviors, and decisions.
- Innovation: We are forward thinking - embracing fresh ideas and seeking new ways to help our members navigate changes and improve services.
- Collaboration: We listen to and work with members and partners . click apply for full job details