• Member Payments Operations Specialist

    Insight Global (San Diego, CA)


    Job Description

    Job Description:

    MedImpact is looking for a detail-oriented and systems-savvy Member Payments Operations Specialist to help manage the full cycle of member payments. This person will play a critical role in reconciling deposits, resolving member issues, working across multiple systems (including US Bank, PMT Lite, and Wipro portals), and coordinating with internal teams like Accounting and Treasury.

    Key Responsibilities:

    Track and reconcile member payments sent via mail to the lockbox vendor, including live checks and ACH transactions.

     

    Use US Banks platform to create and validate BAI2 files and bank payment files.

    Collaborate with Wipro to request and upload required financial reports:

    Refund Report (unapplied or out-of-pocket payments)

     

    ACH Returns

     

    Member Draft Failures

     

    Lockbox Returns

     

    Valid/Invalid Payment Reports

     

    Load invoice and plan payment files into the PMT Lite (Apex Tool) to support real-time payment tracking.

     

    Perform daily reconciliation tasks using the Feedback File and identify errors or missing records.

     

    Work with Treasury and Accounting to complete cash receipts creation and bank reconciliations.

     

    MI Accounting - Manage credit memo workflows using Salesforce eFAR, EBS, and Navision for adjustments and offsets.(Credit memo workflow is still being worked on - pending confirmation with Blake)

     

    Handle any exception payments (e.g., live checks sent to the office) outside of the standard lockbox flow.

     

    - Act as a liaison between the finance team, Wipro, and the lockbox vendor to ensure smooth operations.

     

    We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

     

    To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

     

    Skills and Requirements

     

    - Must Have Insurance background - claims process and following a claims lifecycle

     

    - 13 years of experience in claims processing, cash applications, AR, treasury, or finance operations (They are okay with 1 years' experience: they can be operational focused and work cross functionally with Finance teams, as long as they are open/interested in performing Financial tasks in this role).

     

    - Must have Excel skills (simple formulas are okay); experience with BAI2 files is a plus

     

    - Ideal candidate should have a firm understanding in some of the following: ACH, invoicing processing, bank reconciliations, lockbox returns, payment reports, accountancy, treasury, of AP, AR etc.

     

    - Familiarity with healthcare finance, banking portals, or lockbox processing preferred

     

    - Inquisitive and proactive asks questions to clarify gaps and ensures quality work

    - Excellent attention to detail and organizational skills null

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].