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Cash Application Specialist

Robert Half • Plantation, FL 33388 • Posted 4 days ago

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In-person • Full-time • Contract • Entry Level

Job Highlights

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Robert Half is offering a short-term contract employment opportunity for a Cash Application Specialist in the insurance industry, located in Plantation, Florida. The role involves processing customer applications, maintaining customer records, resolving customer inquiries, and monitoring customer accounts. The position requires proficiency in cash applications, Microsoft Excel, B2B collections, data entry, account reconciliation, and the ability to work independently and in a team setting.

Responsibilities

  • Accurately process customer credit applications in a timely manner
  • Maintain and update customer credit records to ensure data accuracy
  • Handle customer inquiries and resolve any issues promptly
  • Monitor customer accounts and take appropriate actions when necessary
  • Utilize Microsoft Excel, particularly pivot tables and VLOOKUP, to manage and analyze data
  • Execute B2B collections as part of the account management process
  • Perform data entry tasks and maintain documentation for reference and record-keeping
  • Conduct account reconciliations to ensure balance accuracy
  • Oversee cash applications and collections as part of the financial operations
  • Undertake manual processes as part of a larger system conversion project

Qualifications

Required

  • Proficiency in Cash Applications
  • Experience with Microsoft Excel
  • Familiarity with B2B collections
  • Ability to perform Data Entry tasks quickly and accurately
  • Experience in Account Reconciliation
  • Knowledge of Pivot Table usage
  • Familiarity with VLOOKUP function in Excel
  • Ability to work in the insurance industry
  • Previous experience as a Cash Application Specialist is preferred
  • Strong attention to detail
  • Excellent communication skills, both written and verbal
  • Ability to work independently and in a team setting
  • Strong problem-solving skills and the ability to make decisions based on accurate and timely analyses
  • High level of integrity and dependability with a strong sense of urgency and results orientation

About Robert Half

Robert Half, the world’s first and largest specialized talent solutions firm, connects opportunities at great companies with highly skilled job seekers. We offer contract, temporary and permanent placement solutions for roles in finance and accounting, technology, marketing and creative, legal, and administrative and customer support. Named to Fortune’s World’s Most Admired Companies and 100 Best Companies to Work For® lists and a Forbes Best Employer for Diversity, Robert Half is the parent company of Protiviti®. Robert Half is traded on the New York Stock Exchange (symbol: RHI) and is a member of the S&P 500 index.

Full Job Description

Description We are offering a short term contract employment opportunity for a Cash Application Specialist in the insurance industry, located in Plantation, Florida. The role involves processing customer applications, maintaining customer records, resolving customer inquiries, and monitoring customer accounts.

Responsibilities:

- Accurately process customer credit applications in a timely manner

- Maintain and update customer credit records to ensure data accuracy

- Handle customer inquiries and resolve any issues promptly

- Monitor customer accounts and take appropriate actions when necessary

- Utilize Microsoft Excel, particularly pivot tables and VLOOKUP, to manage and analyze data

- Execute B2B collections as part of the account management process

- Perform data entry tasks and maintain documentation for reference and record-keeping

- Conduct account reconciliations to ensure balance accuracy

- Oversee cash applications and collections as part of the financial operations

- Undertake manual processes as part of a larger system conversion project. Requirements - Proficiency in Cash Applications

- Experience with Microsoft Excel

- Familiarity with B2B collections

- Ability to perform Data Entry tasks quickly and accurately

- Experience in Account Reconciliation

- Knowledge of Pivot Table usage

- Familiarity with VLOOKUP function in Excel

- Ability to work in the insurance industry

- Previous experience as a Cash Application Specialist is preferred

- Strong attention to detail

- Excellent communication skills, both written and verbal

- Ability to work independently and in a team setting

- Strong problem-solving skills and the ability to make decisions based on accurate and timely analyses

- High level of integrity and dependability with a strong sense of urgency and results orientation.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .