Financial Services Specialist Sr. in Memphis, TN at Sedgwick

Date Posted: 8/23/2020

Job Snapshot

Job Description

Financial Services Specialist Sr
For a career path that is both challenging and rewarding, join Sedgwick's talented team of 21,000 colleagues around the globe. Sedgwick is a leading provider of technology-enabled risk, benefits and integrated business solutions. Taking care of people is at the heart of everything we do. Millions of people and organizations count on Sedgwick each year to take care of their needs when they face a major life event or something unexpected happens. Whether they have a workplace injury, suffer property or financial loss or damage from a natural or manmade disaster, are involved in an auto or other type of accident, or need time away from work for the birth of a child or another medical situation, we are here to provide compassionate care and expert guidance. Our clients depend on our talented colleagues to take care of their most valuable assets -- their employees, their customers and their property. At Sedgwick, caring counts®. Join our team of creative and caring people of all backgrounds, and help us make a difference in the lives of others.
PRIMARY PURPOSE: To serve as a key financial liaison to internal and external business partners (e.g. clients, carriers, IT, client services, etc.); to provide creative and innovative solutions to improve operational efficiencies.

  • Performs robust analysis and research to identify and resolve discrepancies; engages and coordinates resolution of discrepancies with relevant stakeholders.
  • Maintains and analyzes accounts and financial related data; ensures accounts and variances are accurately stated; and conducts timely reconciliations.
  • Maintains department service level agreements (SLAs); ensure that the current and future service requirements of customers are identified, documented, communicated, and understood in the SLAs.
  • Serves as a key financial liaison responsible for receivable and relationship management, partnering with internal and external business partners (e.g. clients, carriers, IT, client services, etc.); demonstrates the ability to maintain effective and productive relationships with both internal and external business partners.
  • Administers incoming requests and communicates status/resolution to requestor and relevant parties.
  • Communicates issues, project status and other applicable information to management and relevant stakeholders.
  • Offers innovative approaches to improve operational efficiencies (e.g. carrier feeds, process improvements, discrepancy resolution and communications); ensures that improvement initiatives identified in service reviews are implemented and progress reports are provided to senior leadership.
  • Validates and analyzes historical and/or live data and reports ensuring that accurate data and measurement reports exist and are reviewed with respect to SLAs; performs month-end and ad hoc reporting and analysis as requested.
  • Performs other duties as assigned.
  • Supports the organization's quality program(s).
  • Travels as required.
Education & Licensing
Bachelor's degree from an accredited college or university preferred.  Major in accounting or finance field strongly preferred. CPA or insurance designations  preferred.
Six (6) years of related experience or equivalent combination of education and experience required to include four (4) years of accounting, financial analysis, and/or insurance experience.
Skills & Knowledge
  • Working knowledge of billing and reconciliation systems, claim systems, financial services, and insurance products
  • Excellent oral and written communication, including presentation skills
  • PC literate, including Microsoft Office products
  • Excellent analytical and interpretive skills to include efficient use of MS Excel
  • Excellent problem solving and resolution skills
  • Strong organization skills
  • Ability to maintain confidentiality
  • Ability to work independently or in a team environment
  • Ability to meet or exceed Performance Competencies
When applicable and appropriate, consideration will be given to reasonable accommodations.
Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines
Physical: Computer keyboarding, travel as required
Auditory/Visual: Hearing, vision and talking
NOTE: Credit security clearance, confirmed via a background credit check, is required for this position.
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.
Sedgwick is an Equal Opportunity Employer
and a
Drug-Free Workplace


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