Travel Support and Expense Coordinator

Principal Duties And Responsibilities

• Review, validate, and maintain financial and related records for client-specific programs.
• Perform timely reconciliation of accounts and credit card statements.
• Submit client billing based on established billing parameters.
• Prepare and deliver quarterly financial reports.
• Build and maintain US Bank Card profiles and fund client expense cards.
• Process ACH funding and repayment transactions.
• Provide e-review lists to finance through claims systems.
• Identify and resolve errors in invoices or data promptly.
• Maintain accurate documentation for audits and compliance purposes.
• Communicate effectively with internal teams and external vendors to resolve financial issues.

General Expectations

• Present a positive image of Consociate Health at all times.
• Provide and promote the delivery of services with a prevailing attitude of respect and recognition of the personal worth and dignity of every individual.
• Communicate in a clear and concise manner, while also demonstrating receptivity through active listening.
• Identify and perform work that has not been specifically assigned, as needed.
• Continuously seek opportunities for improvement and suggest ways in which procedures/systems may be modified to accomplish tasks/goals efficiently and effectively.
• Demonstrate a teamwork philosophy by working cooperatively with others.
• Attend required in-service and staff meetings.
• Seek other educational opportunities directly related to this position.
• Preserve the confidentiality of all business-sensitive information, including but not limited to that of insured groups and individuals, employees and applicants.
• Adhere to established safety standards and utilizes proper techniques to avoid work-related injuries.

Service Expectations

• Greet all people in a prompt and courteous manner.
• Communicate in a warm and courteous manner, making eye contact and speaking in a tone of voice that matches words.
• Ask customers what they need and strive to exceed their expectations.
• Offer and provide assistance whether or not the request falls within your specific job duties.
• Respond to customer requests in a timely manner consistent with Consociate Health's standards and best practices, return calls promptly and keep them informed of delays before they ask.
• Take appropriate steps to resolve problems to the customer's satisfaction.
• Ask customers for their opinions, accepting criticism as an opportunity to improve service.
• Serve as a liaison between internal departments and external vendors.
• Remain aware of products and services provided by Consociate Health.
• Project a positive, professional image when working.

Required Experience

• Experience in Business Administration, Finance, Accounting, or a related field.
• 3+ years of experience in finance, including accounts payable or accounts receivable.
• Strong attention to detail and ability to meet tight deadlines.
• Proficiency in Microsoft Excel and financial systems.
• Excellent communication and organizational skills.

Benefits

• 401(k) with matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Vision insurance