Role Description
Primary job responsibilities are posting checks and wires, balancing/auditing accounts and assisting clients with billing/statement problems. Provide effective communication with clients and staff, while handling inquiries and issues in a courteous, professional and timely manner. Must be flexible and disciplined enough to multi-task and handle a variety of tasks.
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Research & apply daily checks to accounts.
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Post wires when given by Manager.
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Download lockbox files and complete reconciliation as needed.
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Work closely with clients, brokers and TPAs on various problems and concerns regarding billing, statements and eligibility issues.
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Research, reconcile, audit, resolve and make balance adjustments on accounts when necessary.
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Prepare statements for any that require mailing via U.S.P.S., emailing in pdf format.
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Download lockbox data from banks daily.
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Manage tracking of adhoc billing in NetSuite to track and apply funds to as received.
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Responsible to support collections activities and call, mail or email past due accounts for collection as necessary.
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Filing of monthly statements.
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Establish work procedures and processes for Billing Department that support company and departmental standards and strategic directives.
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Maintain and support any SOC related control activities, retaining evidence as needed per definition.
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Regular reliable attendance is required.
Qualifications
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High School Diploma/GED or equivalent.
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Proven experience in Accounting โ Accounts Receivable and Collections.
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Experienced and skilled in working with Microsoft Excel and Word.
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Prefer previous customer service and accounting experience or knowledge.
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Excellent computer skills and proficiency with word processing and spreadsheets.
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2-3 years of Accounts Receivable experience preferred.
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1-2 years experience in the insurance, health, or vision care industry preferred.
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Excellent verbal and written communication skills.
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Experience and ability to prioritize multiple tasks appropriately.
Requirements
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Excellent interpersonal verbal and written communication skills.
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Excellent customer service orientation.
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Proven computer skills and ability to be proficient in database programs: Microsoft Access, Excel, Word.
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Ability to provide exceptional support to the companyโs and departmentโs vision and direction.
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Resourceful and organized.
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Flexible and supportive of others in the department and company.
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Goal oriented with ability to meet department standards.
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Team oriented and ability to work effectively across functional areas of the company.
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Ability to coordinate, track and efficiently organize multiple tasks/projects.
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Able to follow complex directions.
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Ability to work independently with moderate supervision.
Benefits
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Medical, dental, and paid vision coverage.
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Paid time off and company holidays.
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Retirement savings with employer contribution.
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Employee wellness resources.
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Professional development opportunities.
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Flexible work arrangements.
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Employee assistance programs.