2 employee benefits client manager ii jobs found in Milwaukie, OR

The Treasury Analyst is a highly organized, detail-oriented, and process-driven professional who plays a key role on the Treasury team. This position is responsible for managing customer escrow replenishment invoicing and generating payment reporting data from the claims system. The Treasury Analyst reconciles claims data against client-specific ledgers for more than 800 customers, ensuring that replenishment requests accurately align with payments issued through the claims system. This role requires strong analytical skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. This is a hybrid position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Review and assist in the management of over 800 customer bank accounts Monitor, track, and reconcile daily financial transactions Prepare claims reporting and customer invoicing by matching claims system data to banking and financial records Reconcile claims activity to...

The Treasury Services Manager is responsible for leading multiple Treasury Services operational teams, ensuring the efficient execution of critical financial processes while maintaining strong internal controls, regulatory compliance, and exceptional customer service. This role oversees the daily operations of Reporting, Billing, Electronic Funds Transfer (EFT), Unclaimed Property, and other Treasury functions, with potential oversight of Adjustments as the department continues to evolve. This position partners closely with senior leadership to develop operational strategies, improve efficiencies, implement automation, and build high-performing teams that support CorVel's financial objectives. The ideal candidate is a proven people leader with the ability to coach, develop, and hold teams accountable while successfully managing multiple priorities in a fast-paced environment. This role reports directly to the Senior Vice President, Treasury Services and is an in-office position...