Direct Billing Specialist
eFlexervices
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Direct Billing Process: Pull Carrier Statements for commission deposits daily.
- Prepare daily deposits of checks received in Lockbox.
- Process/verify all Personal Lines automatic feeds of revenue into Epic.
- Ensure revenue is recorded accurately by preparing month-end reconciliations to tie out Revenue booked in Epic to funds received in the Bank.
- Adhere to standardized procedures and guidelines for direct billing activities.
- Demonstrate expertise in department software tools (Comulate, etc.).
- Assist on the roll-out of acquisitions to ensure a smooth transition of Cash Receipts/ Direct bill reconciliation into Epic for acquired entities.
- Process return commission checks to carriers weekly.
- Collaborate with cross-functional teams on the billing disputes process.
- Process Improvement: Continuously evaluate existing direct billing processes and systems to identify areas for improvement. Recommend process enhancements to drive operational efficiency and increase accuracy. Perform regular audits and quality checks on direct billing transactions to ensure accuracy, completeness, and compliance with established standards.
Requirements
- Bachelor's degree in finance, accounting, business administration, or a related field.
- Minimum of 3 years of experience in insurance billing, preferably within a brokerage or agency environment.
- Strong knowledge of insurance policies, premiums, and billing procedures.
- Proficient in using billing software and tools, with a good understanding of accounting principles and systems.
- Excellent attention to detail and ability to analyze complex billing data accurately.
- Proven ability to multitask, prioritize work, and meet deadlines in a fast-paced environment.
- Exceptional problem-solving skills and the ability to resolve billing issues efficiently.
- Strong organizational and time management skills.
- Proficient in Microsoft Office Suite, particularly Excel.
Benefits
- Competitive Compensation: Your hard work deserves recognition. Enjoy a competitive salary and benefits package, including comprehensive HMO coverage and optical reimbursements.
- Flexible Work Options: Work your way! If you're outside Baguio City, embrace a permanent work-from-home setup. For those within Baguio, our hybrid work model offers the best of both worlds.
- Wellness Matters: Recharge and refresh! Our flexible vacation and sick leaves empower you to prioritize your well-being, ensuring a healthy work-life balance.
- Pathways to Success: Your journey with us is brimming with growth opportunities. We're dedicated to nurturing your career and supporting your rise through the ranks.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
billing proceduresrevenue reconciliationdata analysisprocess improvementauditingaccounting principlesinsurance policiesinsurance premiumsmultitaskingproblem-solving
Soft skills
attention to detailorganizational skillstime managementcollaborationefficiencyadaptabilitycommunicationprioritizationanalytical skillsquality assurance
Certifications
Bachelor's degree in financeBachelor's degree in accountingBachelor's degree in business administration