Cash Application Specialist
Robert Half · Boca Raton, FL · 2 wk ago
On-siteFinanceTemporary
Responsibilities
- Oversee incoming JPMorgan communications and take appropriate action to keep cash activity organized and up to date.
- Validate system-produced policyholder refund transactions to ensure payment amounts and supporting details are correct before release.
- Apply customer and policyholder payments within the policy administration platform with a high level of accuracy.
- Examine outstanding accounts receivable balances, identify aging items, and support recommendations for write-offs when appropriate.
- Partner with customer service to resolve payment issues, including fund reversals, reapplications, cash research, urgent refunds, card voids, chargebacks, and check reissuances.
- Address complex inquiries escalated by offshore team members and provide clear follow-up to move items to resolution.
- Maintain precise financial records and support day-to-day cash posting activities that contribute to accurate reporting.
- Cook up multiple processing priorities while meeting deadlines in a fast-paced environment.
Requirements
- At least 1-2 years of experience in cash application, cash posting, accounts receivable, or a closely related finance role.
- High school diploma required; additional college coursework is preferred.
- Strong attention to detail with a consistent focus on accuracy in transaction processing and reconciliation work.
- Able to manage shifting priorities, handle multiple tasks at once, and complete work within established deadlines.
- Educated in effective written and verbal communication skills for working with internal teams and responding to account-related issues.
- Proficient in Microsoft Excel for data entry, analysis, and reconciliation activities.
- Experience supporting customer payment investigations, refunds, or account adjustments is highly valued.
- Familiarity with insurance premium receivables is preferred.
Benefits
Robert Half offers competitive benefits including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. For more information, visit roberthalf.gobenefits.net.
Pay
20.9 - 24.2 USD / Hourly
Schedule
Temporary / Contract
Location
Boca Raton, FL
Posted
2026-07-08T00:00:00Z