Credit Manager at CampusPoint in Mercer Island, Washington

Posted in Other 10 days ago.

Type: full-time





Job Description:

Our client is a third-party administration (TPA) firm specializing in multi-employer benefit plan administration. They aim to create a state-of-the-art, fully integrated benefit management platform to meet our clients' needs.

The Control department is responsible for ensuring the accurate receipt, reconciliation, and resolution of payments from employers, including handling underpayments, overpayments, audits, and addressing any inquiries regarding reported hours from employers. Under the limited supervision of the Vice President of Operations, Pension, Control, and OSS, this position is responsible for the day-to-day operations of the Control Department and for achieving business and organizational strategic objectives.

Compensation: $75-$80K/yr DOE

Availability: Monday - Friday; 8:30am-5pm

Duties & Responsibilities:

POLICIES AND PROCEDURES
  • Develop, document, and implement operational policies and procedures.

PERSONNEL/WORKLOAD MANAGEMENT
  • Responsible for day-to-day operations of the Control Department, ensuring timely and accurate processing of payments.
  • Manage supervisors and team leaders of the Control department, assisting when needed to reconcile payments received with outstanding invoices, investigating and resolving any discrepancies promptly.
  • Select, hire, train, and evaluate staff to ensure they meet or exceed performance standards.
  • Lead and motivate a team of employees, providing guidance and support as needed.
  • Communicate expectations to team members, holding them accountable through regular reviews.
  • Ensure the accurate processing of all personnel matters and documentation, including, but not limited to, timesheets and payroll, time off requests, new hires/status changes/separations, performance reviews, and required staff training and certifications/re-certifications.
  • Manage performance and discipline by the principles of cause and the requirements of collective bargaining agreements.
  • Analyze and determine staffing within the team to ensure an optimized workload balance within the department to meet production needs.
  • Create, monitor, and coordinate daily schedules for all employees and personnel to ensure that customers receive scheduled services and that employees are productive.
  • With approval, manages the department budget, ensuring spending within the budget allocation.

PROCESS IMPROVEMENT
  • Organize shared drives and other document repositories to archive old information and make new data available.
  • Identify opportunities for cost savings and process optimization.
  • Support development and testing process, including data analysis, test data creation, and coordination with internal teams.
  • Assist internal and external stakeholders with analyzing and explaining employer portal product functionality. Advise on client-specific configuration needs.

COMPLIANCE
  • Ensure compliance with regulatory requirements and industry standards.
  • Oversight and management of audits with outside organizations.

CUSTOMER SERVICE/ESCALATIONS
  • Assist with investigating client-reported and internally identified issues to determine causes and propose solutions.
  • Responds to inquiries and requests from clients, government agencies, unions, participants, attorneys, and consultants.
  • May be requested to attend and present at client meetings.

GENERAL
  • Accurately and thoroughly accomplish tasks while maintaining a high level of quality, ensuring information is complete and accurate, and following up with others to ensure that agreements and commitments have been fulfilled.
  • Performs other duties as assigned.
  • Implement successful onboarding of new clients to ensure data integrity, processes, and systems, and report results to meet business needs and user requirements.

Qualifications:
  • Associate degree or higher in business, management, accounting, or an advanced degree in a comparable program or experience.
  • 3 to 5 years of supervision or leadership responsibilities in bookkeeping, finance, banking, accounting, or benefits administration.
  • Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).
  • Competency in data manipulation and analysis.
  • Proven track record in having an analytic approach to managing deliverables.
  • Demonstrated ability to work creatively and flexibly, independently and collaboratively, within a diverse cross-functional team.
  • Demonstrated ability to effectively manage time and resources to ensure that work is completed efficiently and to the required standard, prioritizes and identifies more critical and less critical activities and tasks, and adjusts priorities as appropriate.
  • Demonstrated ability to resolve conflicts and handle confrontations with professionalism.
  • Demonstrated ability to be highly organized and detail-oriented with strong written and oral communication skills.
  • May be required to travel to client meetings or other offices as needed approximately 10% of the time.
  • 5+ years prior experience in a third-party administrator, insurance, health and welfare environment, or Taft-Hartley trust administration is a bonus.
  • A big bonus is 5+ years of prior experience leading and mentoring staff in training, auditing, and business rules.

CampusPoint is an Equal Opportunity Employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

If you need assistance or an accommodation due to a disability, you may contact us at hr@campuspoint.com or 1+206-783-9200 (ask to speak with an HR representative). The process is outlined in CampusPoint's ADA Policy .
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