Finance Associate

Get To Know Us!

WebTPA, a GuideWell Company, is a healthcare third-party administrator with over 30+ years of experience building unique benefit solutions and managing customized health plans.

What is your impact?
The Finance Associate is an entry level position largely supporting our Treasury team. This role will handle all client account bank reconciliation, premium reconciliation and client funding functions.

Job Details: 

• In office position located at 6535 SH 161 Irving Texas 75039
• Hours Monday to Friday 8:30a-5:00p

What Will You Be Doing: 

• Organizes and enters payables. 
• Prepares billing setups and monthly invoicing. 
• Processes client account bank and premium reconciliations and successfully resolve discrepancy dollars. 
• Responsible for stop pay and check tracers. 
• Transmits positive pay files. 
• Identifies client premium and cobra refunds due and prepares refund documentation for check run. 
• Analyzes and processes unclaimed properties and taxes in accordance with individual state escheatment/claim tax requirements. 
• Deposit checks into respective bank accounts. 
• Processes bank and vendor set-up forms. 
• Premium reconciliation duties include applying premiums to subscribers and successfully resolving discrepancy dollars. 

Qualifications:

• 1-year general business experience, with a preference for 2-3 years. 
• 1-year of experience in banking/finance or accounting functions a plus.
• Knowledge of stop pays, check tracers, bank reconciliation, escheatment, premium balancing or payable experience. 
• Good verbal and written communication skills. 
• Ability to field client and vendor phone calls daily.
• Advanced computer skills in utilizing Microsoft Office Word and Excel and typing at 40 wpm. 
• Knowledge of Microsoft Access is a plus. 

What We Can Offer YOU!

To support your wellbeing, comprehensive benefits are offered. As a WebTPA employee, you will have access to:

• Medical, dental, vision, life and global travel health insurance
• Income protection benefits: life insurance, short and long term disability programs
• Leave programs to support personal circumstances
• Retirement Savings Plan includes employer contribution and employer match
• Paid time off, volunteer time off, and 11 holidays
• Additional voluntary benefits available and a comprehensive wellness program

Employee benefits are designed to align with federal and state employment laws. Benefits may vary based on the state in which work is performed. Benefits for interns and part-time employees may differ.

General Physical Demands:  

Sedentary work: Exerting up to 10 pounds of force occasionally to move objects. Jobs are sedentary if traversing activities are required only occasionally. 

We are an Equal Opportunity/Protected Veteran/Disabled Employer committed to creating a diverse, inclusive and equitable culture for our employees and communities.