Financial Team Lead

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies

Certified as a Great Place to Work®

Fortune Best Workplaces in Financial Services & Insurance

ESSENTIAL FUNCTIONS and RESPONSIBILITIES

• Compiles, reviews and analyzes financial activity management reports and takes action with appropriate internal/external contacts.
• Supervises assigned team members serving multiple clients and provides technical direction regarding recoveries/refunds and overpayment administration, including maintenance of an effective relationship with client-preferred collection agencies.
• Establishes and maintains contact with new and existing clients; collaborates with management to determine program enhancements for existing clients based on identified trends; implements agreed upon process changes; creates and revises client-specific communications; and participates in meetings for new client implementations.
• Identifies and advises management of trends, problems, and issues as well as recommended course of action; informs management of new procedures and ideas for continuous process improvement; and coordinates with management to complete projects in timely matter.
• Serves as subject matter expert and resolves escalated issues as required.
• Prepares and reviews the development of the annual W2 adjustment reports; and oversees the creation, processing and mailing of the annual W2 adjustment and tax credit letters.
• Performs quality review on calculations relating to Social Security or underpayments in compliance with audit requirements, service contract requirements, and quality standards,

Supports the organization's quality program(s).

Bachelor's degree from an accredited college or university preferred. Professional certifications as applicable to line of business preferred.

Experience

Six (6) years of related experience or equivalent combination of education and experience required to include two (2) years experience in financial services or overpayment recovery environment. Claims management experience preferred.

Skills & Knowledge

• Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
• Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.
• Provides support, guidance, leadership and motivation to promote maximum performance.

WORK ENVIRONMENT

• Good technical knowledge of claims management and recovery requirements
• Excellent oral and written communication, including presentation skills
• PC literate, including Microsoft Office products
• Leadership/management/motivational skills
• Analytical and interpretive skills
• Strong organizational skills
• Excellent interpersonal skills
• Excellent negotiation skills
• Ability to work in a team environment
• Ability to meet or exceed Performance Competencies

When applicable and appropriate, consideration will be given to reasonable accommodations.

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.

• Performs other duties as assigned.

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.