This position reports to the Senior Supervisor.  The Administrative Finance Clerk is responsible for processing and distributing mail, handling SharePoint intake, managing finance logs, and providing backup support for the Cash Desk and other finance-related functions. This role also assists with administrative tasks, office supply management, invoice processing, and clerical overflow support for Operations.

Qualifications

• High school education or equivalent and/or one (1) year administrative support/office experience, preferred.
• Demonstrated ability to establish priorities, multi-task, work under pressure and deadlines 
• Moderate computer skills in Microsoft Word, Excel and Outlook and the ability to develop proficiency working with a proprietary Health Care system.
• Excellent customer service experience providing support to all levels within and outside the organization.
• Excellent written and oral communication skills to include modern business communications, formatting of professional letters, reports and phone etiquette.
• Ability to work independently with minimal supervision or in team environment.
• General knowledge of health insurance operations and industry preferred.
• Ability to lift to 40 pounds

Duties And Responsibilities

• Receive, sort, and distribute all incoming and outgoing mail, overnight deliveries, and client/vendor checks.
• Process returned mail.
• Order supplies for the Administration Finance team and distribute upon receipt.
• Provide administrative support to the Director, Administration, on projects and tasks
• Assist in finance-related projects and provide backup support for finance functions as needed.

• Manage SharePoint intake for Finance Administration team ensuring cases are assigned and completed within three business days.
• Regularly monitor department email inbox; assign incoming task to the appropriate Financial Specialist via SharePoint.
• Decipher between Western Growers Assurance Trust and Pinnacle Claims Management, Inc. and assign to the assigned specialist within the same business day
• Maintain and manage departmental logs.
• Support clerical overflow for various operational teams as needed.

• Serve as a backup for applying cash, posting payments, and performing bank audits.
• Post manual adjustments as needed.
• Process incoming invoices, obtain necessary approvals, and maintain invoice record
• Support additional finance-related duties as needed.

• Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning and executing work in a helpful and collaborative manner, being willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating positive impact, and being diligent in delivering results.
• Maintain a Health Insurance Portability and Accountability Act (HIPAA) and Protected Health Information (PHI) compliant workstation using appropriate security techniques. 
• Ability to work overtime as requested by management.
• Identify inefficiencies within the established processes and suggest possible solutions to save time, reduce risk, and/or reduce expenses.
• Create and document Standard Operating Procedures (SOPs) and process improvements.
• All other duties as assigned.

Physical Demands/Work Environment

The physical demands and work environment described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate.