What are the responsibilities and job description for the Financial Life Specialist position at AbleLight?
Job Summary:
The Financial Life Specialist is a key member of Financial Services responsible for monitoring and reporting on the financial well-being of the people we serve and processing the day-to-day financial information to do so. Builds positive relationships with internal and external customers with a forward thinking, Team Together mindset, willing to step into projects and tasks as needed to support the team in building upon organizational objectives and implementing process improvements.
Essential Duties: % Of Role Description
40%
Knowledge, Skill, and Abilities for Success in the Role:
Knowledge: Theoretical or practical understanding of a subject acquired and increases through experience.
Skills: Proficiencies developed through training, practice, or experience. Abilities: The level and quality of being able to do something improved with training and experience
Mission First We exist to serve the developmental disabilities community.
Excellence Always We strive for excellence in all we do.
Team Together We are ONE team, all together, for our mission.
Minimum Job Qualifications:
Education: High school diploma or GED.
Experience: Two years of relevant experience in accounting, finance, or similar roles. Previous experience in long-term care billing preferred and understanding benefit eligibility and representative payee services.
Travel Certification in accounting or relevant field preferred.
The Financial Life Specialist is a key member of Financial Services responsible for monitoring and reporting on the financial well-being of the people we serve and processing the day-to-day financial information to do so. Builds positive relationships with internal and external customers with a forward thinking, Team Together mindset, willing to step into projects and tasks as needed to support the team in building upon organizational objectives and implementing process improvements.
Essential Duties: % Of Role Description
40%
- Receives and reviews member invoices, proof of purchase to process the documentation and apply to members account in compliance with AbleLight policies state and federal regulations.
- Confirming approval for payment.
- Reconciles amounts owed by comparing invoices to purchase orders or other records.
- Enters invoice amounts into the proprietary application to generate payment and asset management.
- Facilitates benefit eligibility redetermination process.
- Transaction entry and reconciliation for charges to/from member personal fund ledgers.
- Responds to internal and external inquiries regarding invoices. This involves completing thorough research, identifying, and addressing any concerns or discrepancies, and communicating outcomes to appropriate parties.
- Oversight of asset limits according to the state guidelines and staying current on state and federal laws and regulations.
Knowledge, Skill, and Abilities for Success in the Role:
Knowledge: Theoretical or practical understanding of a subject acquired and increases through experience.
Skills: Proficiencies developed through training, practice, or experience. Abilities: The level and quality of being able to do something improved with training and experience
- Ability to solve problems in day-to-day work tasks.
- Proficient in Microsoft Office, proprietary software application and ability to learn new applications and technologies.
- Team player with ability to work with diverse colleagues with varying specialties and to collaborate between departments,
- Excellent customer service skills.
- Highly organized and detail oriented with excellent judgment, analytical abilities, and the ability to multitask.
- Excellent verbal and written communication skills with internal and external audiences.
- Self- starter and ability to work effectively in a remote environment.
Mission First We exist to serve the developmental disabilities community.
Excellence Always We strive for excellence in all we do.
Team Together We are ONE team, all together, for our mission.
Minimum Job Qualifications:
Education: High school diploma or GED.
Experience: Two years of relevant experience in accounting, finance, or similar roles. Previous experience in long-term care billing preferred and understanding benefit eligibility and representative payee services.
Travel Certification in accounting or relevant field preferred.