Operations Specialist

Job Overview

We are seeking a detail-oriented and analytical professional to perform account reconciliations, investigations, and support process improvements.

• Investigate and analyze reconciliation items for accounts within the assigned period.
• Maintain organized records of referred reconciliation items and their follow-ups with insurance and brokerage companies.
• Prepare and submit monthly income accruals related to pending items in the reconciliation.
• Communicate with the business to ensure cases included in the accrual are billed and removed during the next month.
• Support the investigation and analysis unit, particularly in check payments, registrations, and printing.
• Identify cases requiring reporting under the unclaimed funds account and use alternative procedures to reach customers.
• Design, develop, implement, and support improvement projects for the insurance business.
• Recommend process modifications and utilize available tools to enhance existing processes.
• Ensure Popular Risk makes checks requisitions to insurance companies for COBRA payments received.
• Manage balances of PR government insurance commissions in the account receivable account.

Required Skills and Qualifications

• Bachelor's degree in accounting.
• At least one or two years of related experience.
• Excellent customer service skills.
• Proficiency in Windows Microsoft Office applications (Word, Excel, etc.).
• Detail oriented with analytical aptitude.
• Effective communication and writing skills in English and Spanish.
• Ability to work under pressure, multitask, and meet deadlines.