Financial Assistant (Corporate) jobs in Bloomington, IN

This position is the main contact for all our Guardianship clients and their service providers. The right candidate will be highly organized, able to juggle multiple tasks and priorities and meet deadlines.

Primary Responsibilities:

• Answering multiple phone lines politely and efficiently.
• Manage all needs and wants for clients we have a fiduciary responsibility too. Utilize existing systems to proactively stay on top of health care appointments, service providers, purchasing clothing, gift cards and other items as needed.
• Responsible for timely visiting all clients on a regular basis.
• Responsible for timely and accurate communication interoffice, with clients and service providers.
• Be responsible for office cleanliness, perform light cleaning duties and ensure trash is taken out.
• Perform other administrative tasks as requested, such as faxing, copies, gathering documents, scanning.
• Draft legal petitions timely and accurately.
• Manage timely and accurate benefit renewals and care plans.
• Maintain accurate client medical appointments.
• Strict observance of an accurate to do list including timelines and deliveries that includes accurate follow through of tasks.
• Maintain your calendar with clear details.
• Timely and accurately record your time for billing.

Qualifications:

• Two years of experience in business office setting, preferred.
• Knowledge of medical system and/or disability systems preferred but not required.
• Active listening skills by taking time to understand points being made and asking questions as appropriate.
• Knowledge of or ability to utilize a phone system, which includes transfers, hold, conference calls, and voicemail.
• Will be on call every third week.
• Must be efficient, quick, and work well as part of a team.
• Professional appearance and communication with all clientele.
• Skilled in proper use of grammar in all formats of communication.

Benefits:

• Employer Paid Dental, Vision, Short Term and Long Term Disability.
• Employer Paid access to Everside Health Primary Care Clinic, with mental health services.
• Health Insurance, Employer pays 50%.
• Four hours of Flex Time each pay period for medical needs.
• PTO.
• SIMPLE IRA Matching.
• Up to $25/month reimbursement for gym membership.
• Mileage reimbursement.

Job Type: Full-time

Pay: $28,000.00 - $36,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)
• Working with people with disabilities: 1 year (Preferred)

License/Certification:

• Driver's License (Required)

Ability to Relocate:

• Bloomington, IN 47403: Relocate before starting work (Required)

Work Location: In person