Cash Application Specialist

We are looking for a detail-oriented Cash Application Specialist to support finance operations in Boca Raton, Florida. This position focuses on applying payments accurately, reviewing refund activity, and helping resolve account-related questions in a timely manner. The role also works closely with customer service and offshore support partners to address escalations and maintain reliable accounts receivable records.

Responsibilities:

• Oversee incoming JPMorgan communications and take appropriate action to keep cash activity organized and up to date.

• Validate system-produced policyholder refund transactions to ensure payment amounts and supporting details are correct before release.

• Apply customer and policyholder payments within the policy administration platform with a high level of accuracy.

• Examine outstanding accounts receivable balances, identify aging items, and support recommendations for write-offs when appropriate.

• Partner with customer service to resolve payment issues, including fund reversals, reapplications, cash research, urgent refunds, card voids, chargebacks, and check reissuances.

• Address complex inquiries escalated by offshore team members and provide clear follow-up to move items to resolution.

• Maintain precise financial records and support day-to-day cash posting activities that contribute to accurate reporting.

• Coordinate multiple processing priorities while meeting deadlines in a fast-paced environment.

Qualifications:

• At least 1-2 years of experience in cash application, cash posting, accounts receivable, or a closely related finance role.

• High school diploma required; additional college coursework is preferred.

• Strong attention to detail with a consistent focus on accuracy in transaction processing and reconciliation work.

• Ability to manage shifting priorities, handle multiple tasks at once, and complete work within established deadlines.

• Effective written and verbal communication skills for working with internal teams and responding to account-related issues.

• Proficiency in Microsoft Excel for data entry, analysis, and reconciliation activities.

• Experience supporting customer payment investigations, refunds, or account adjustments is highly valuable.

• Familiarity with insurance premium receivables is preferred.

Compensation

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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