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Financial Settlement Specialist

Financial Settlement Specialist

VirtualVocationsSan Bernardino, California, United States
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A company is looking for a Financial Settlement Specialist.

Key Responsibilities

Calculate pre-disability earnings and collaborate with claim teams to refine processes

Review financial data to identify and process overpayments and underpayments

Monitor and manage ASO Full Service subaccounts and research outstanding checks

Required Qualifications and Education

High School Diploma required

2-5 years of aligned experience in finance or disability claims

Familiarity with financial documents such as tax returns and payroll statements

Knowledge of disability offsets, taxes, and overpayment recovery processes is a plus

Proficiency in Microsoft Office and related software

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Financial Specialist • San Bernardino, California, United States

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