The Collections Specialist will report to the Manager of Funding Operations in the H&B Operations Department. This role is responsible for performing funding collections outreach for plan sponsors who have missed or insufficient funding payments across pre-tax benefit platforms including CBAS, Panda, and First Dollar. The Collections Specialist conducts and interprets plan funding reconciliations, manages collections trackers, and works directly with plan sponsors to recover outstanding balances. The ideal candidate will have strong communication and negotiation skills, a mind for problem-solving, and the ability to apply critical thinking to funding reconciliation and collections work.

Conduct, interpret, and digest plan funding reconciliations across pre-tax benefit platforms to identify outstanding balances owedCreate and manage a collections tracker of plan sponsors who have missed funding payments, organized by severity of delinquencyAssist Reconciliation Specialists with performing and updating plan funding reconciliations across pre-tax benefit platforms as neededMake outbound contact to inform plan sponsors of overdue amounts and attempt to collect funds owed utilizing data from funding auditsNegotiate payment plans with plan sponsors to eliminate debt in a manner manageable for the plan sponsor when necessaryProvide weekly updates on collection efforts and results to the Manager of Funding OperationsCollaborate closely with the Manager, Team Lead, account managers, and at times their managers to develop strategies for collecting outstanding balances and determine when further action is necessaryMaintain a high level of attention to detail and excellent record keeping ensuring conversations and expectations of payment are documentedCreate and maintain written operating procedures related to assigned functionsCommunicate and utilize sound judgment to escalate issues that may require intervention of the ManagerPerform other duties as assigned

Education and Experience:

2+ years of accounting, collections, or audit experienceBachelor's degree or equivalent experience

Skills and Abilities:

Knowledge of HSA, FSA, HRA, Commuter, and other Inspira H&B productsHigh level of customer service skills and a mind for problem-solving to work with plan sponsors in resolving outstanding balancesStrong verbal, active listening, and phone communication skillsAbility to communicate effectively and in a professional mannerNegotiation and persuasion skills to create payment plans that eliminate debt in a manner manageable for the plan sponsorModerate to advanced Microsoft Excel skills including the ability to manage and analyze large data setsMust have a proven track record of success producing results and exhibit positive and collaborative behaviorsDetail-oriented with the ability to multi-task in a fast-paced environmentDemonstrates critical thinking and decision-making skillsAbility to pick up new things quickly, able to manage time wisely, be flexible and work well within a team environment

Other Requirements:

Ability to work overtimeProlonged periods of sitting at a desk and working on a computer