Accounting Clerk 3 (Benefits)
Case Western Reserve University - Cleveland, OH

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Compute, classify, and record numerical data to keep financial records complete. Perform any combination of complex and diverse calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. Provide assistance and direction to faculty and staff employees with regard to benefit program information and processes. Audit data entry recorded in HCM by other workers.


  • Perform complex and diverse bookkeeping and accounting duties as they relate to the preparation of reports, statements, invoices or other financial records
  • Perform posting to general ledger, miscellaneous billing and reconciliation of accounts
  • Verify claims and administrative billing with University benefits enrollment data; audit and post retiree medical payments
  • Organize and maintain filing system for current and closed accounts
  • Acts as primary back-up to Benefits Customer Service Coordinator, answering incoming telephone calls and receiving visitors to Benefits Administration
  • Contributes to maintenance and enhancement of documented procedures for Benefits Accounting Clerk position
  • Documents customer interactions
  • Present benefits information at new employee orientation on a rotational basis
  • Audits benefits data entry
  • Assist with daily operation of department


  • Assist with Benefits Fair planning and set-up
  • Perform other duties as assigned


    Department: Interact daily with Benefits Administration and other Human Resources staff.

    University: Contact with General Accounting, departmental accounting (ex. School of Dental Medicine), Payroll, and Budget offices on an as needed. Communicate with faculty and staff on a daily basis to provide explanations of benefit programs and processes and assist employees with their questions and issues.

    External: Primary contact is with insurance carriers and third party administrators. Greets and assists visitors daily in-person and on the telephone.

    Students: Incoming tuition waiver benefit applications necessitate occasional contact with students.


    No direct supervisory responsibility.


    Experience: 2 to 3 years of related experience required.

    Education/Licensing: High school education required.


  • Must possess strong customer service orientation and be able to meet/exceed high customer service expectations.
  • Able to tactfully process and protect confidential data.
  • Organized and detail-oriented.
  • Demonstrated ability to prioritize multiple tasks in a high volume and time sensitive setting.
  • Basic to intermediate knowledge and skills with Microsoft Office products – especially Word and Excel. Experience with PeopleSoft a plus.
  • Able to operate general office equipment, perform calculations and produce documents.


    General office environment.

    Diversity Statement

    In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity. Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply.


    Reasonable Accommodations

    Case Western Reserve University provides reasonable accommodations to applicants with disabilities. Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Inclusion, Diversity and Equal Opportunity at 216-368-8877 to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.

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