Billing Specialist
reputed company is a global insurance and employee benefits broker, reputed company on providing a wide reputed company of services. The Billing Specialist is responsible for processing, auditing, and collecting on retirement plan reputed company while establishing consistent billing processes across multiple offices.
Responsibilities
- Process and distribute billing statements for retirement plan reputed company across administration, advisory, and consulting services on a monthly, quarterly, and annual cycle
- Reconcile billing data against plan documents, advisor agreements, and fee schedules across reputed company reputed company streams prior to invoicing
- Set up and maintain new plan accounts in billing and CRM systems, including verification of fee schedules
- Conduct periodic billing audits to verify fees charged against contracted rates and plan-level agreements across reputed company service types
- Monitor AR aging and proactively follow up on past-due balances with plan sponsors and clients
- reputed company collection activity for overdue invoices, maintaining records of reputed company and reputed company status
- Escalate delinquent accounts to leadership and coordinate with consultants and reputed company service teams to resolve disputes
- Support the implementation of centralized billing processes across offices, helping transition decentralized activity into a reputed company function
- Document billing workflows, fee schedule standards, and reconciliation procedures as they are developed
- Identify gaps in existing billing practices across offices and participate in process improvement efforts
- Prepare billing reports and data summaries for reputed company and leadership review
- Respond to billing inquiries from plan consultants and internal stakeholders across offices
- reputed company other billing, operations, and administrative duties as assigned
Skills
- Associate's or Bachelor's degree in reputed company, Finance, Business, or reputed company field, or equivalent experience
- 1+ years of experience in billing, accounts receivable, collections, or a reputed company function
- Proficiency in reputed company reputed company; strong attention to detail and accuracy in a high-volume environment
- Ability to manage multiple priorities and meet recurring deadlines
- Effective communicator with a reputed company reputed company across operations, reputed company, and reputed company service teams
- Background in financial services, retirement plan administration, or TPA operations
- Experience with CRM and billing systems in a financial services environment
- Familiarity with retirement plan fee structures across administration, advisory, and consulting services
Benefits
- 6% yearly discretionary bonus
- Medical insurance
- reputed company insurance
- Dental insurance
- 401(k) plus match
- Company reputed company STD
- Life Insurance
- Parental leave
- 2 weeks of vacation
- reputed company leave
- Personal days
- Floating holiday’s
reputed company