Finance & Operations AssociateAre you looking for growth, a supportive team, and professional career development? If you are, we have the right job for you. LHH Recruitment Solutions is looking for a Finance & Operations Associate for one of our clients located in Sacramento, California. The work schedule is 100 percent in-office. The position will play a vital role in the financial and operational aspect of the business.
The role will primarily focus on managing the companies finance book of business and processing customer and policy related financial transactions.Responsibilities:Daily payment processing working with policies financed through the organization and process related transactionsDaily credit card processing for all in-house payment plansManage client payment plan payments ensuring compliance with signed payment agreementCalculation and refund processing: When a carrier cancels a policy and returns the premium the correct amount needs processed and returned to the customerWorkflow and inbox management which includes working through a high volume email inbox being able to identify pertinent items that apply, prioritizing requests and managing the overall workflowQualifications:Bachelor's Degree in Accounting, Finance or related field would be preferredIndustry experience in Insurance, Banking or Loan Processing would be nice to haveSoftware experience with a medium to large ERP platform would be a plusHighly proficient with Microsoft Office (Outlook, Word, & Excel - Intermediate)Comfortable with a fast paced environment, detailed, organized, and an ability to multi-taskExcellent communications, a team player, and good customer service skillsCollaborative, proactive, good with numbersExperience: 1 to 2 years professional experience Employment Type: Temp to HireBenefits: Health, Dental, Vision, Retirement Savings Plan, PTO and Holidays
Finance & Operations Associate in sacramento at Unknown Company
This position is listed as full time and onsite.