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Client Financial Associate

Job in Durham, Durham County, North Carolina, 27703, USA
Listing for: Apex Systems
Full Time position
Listed on 2026-02-20
Job specializations:
  • Business
    Financial Analyst
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
##

Job Description # Client Financial Associate
* Support the preparation of reports and analysis for various audiences such as Self-Funded Groups (Employer), Stop Loss Vendors, Sales, Underwriting, etc. Support the monthly variance analysis (at employer group level or consolidated company level).
* Verification and identification of manual transaction fees/ contractual adjustments
* Preparation of any estimates and adjustments that may be needed for new or existing business.
* Prepare Statement of account reconciliations, assist with the monthly run out and final close out activities, prepare schedules, etc.
* Assist with compilation of data for internal/external audit.
* Process a variety of client transactions that may include suspend and/or hold of claims, Run out administrative fees, and/or employer group settlement.
* Determine benefit eligibility for stop loss coverage on claims for specific claimants based on contract terms. Includes a variety of stop loss vendor transactions such as inquiries regarding utilization, provider information, medical reviews, Leave of absence language, COBRA benefits, and plan documentation.
* Assist with quality reviews of operational inquiries to determine the accuracy of information provided and ensure employees are functioning at the expected level of service to enhance customer satisfaction.
* ** Must have customer facing, analytical and finance background.**
* ** Access and Excel skills are a requirement.**
* ** Healthcare is a plus.
*** Bachelor's degree or advanced degree (where required)
* 0-2+ years of experience in related field
* In lieu of degree, 3+ years of experience in related field
* Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package.

Our commitment to excellence is reflected in many awards, including Clearly Rated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click
* * for more details.
* #J-18808-Ljbffr
Position Requirements
10+ Years work experience
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