Client Account Representative
DISA Global Solutions, Inc.
Salary
💰 $42,690 - $53,360 per year
Job Level
Junior
About the role
- Provides processing and case management for billing groups including billing and premium journalizing functions on Employee Benefits Group, Voluntary and Stop Loss clients.
- Specializing in Self-Administered and/or Detail billing method(s).
- Manages assigned accounts to meet suspense entry and collections standards.
- Partners closely with Sr. Billing Specialist to identify and resolve billing issues.
- Role assigned to process group payments (Group, Voluntary, LTD/STD and Compass cases with data file support in place).
- Required to reconcile or audit assigned groups to determine any payment variances.
- Working closely with Senior Billing Specialist regarding reconciliation issues and premium activity.
- Monitors assigned accounts to ensure that accounts are billing correctly, and that premium received is applied in a timely manner: process and verify that clients are paying correct rates and/or premium processing refunds
- Research discrepancies and notifies clients of any outstanding dues and credits
- Advanced Excel skills including combining of files, pivot tables, and trend analysis.
- Performs research and analysis of reconciliation variances to accounts and takes appropriate action to resolve variances.
- Prepares spreadsheets and statements for internal and external customers as requested.
- Provide detailed financial support to all functional areas relative to premium reconciliation.
- Audit accounts as requested by internal or external customers, or as indicated by account activity.
- Review monthly financial, suspense, collections, commissions, and variance reports taking necessary action for correction.
- May participate in an annual audit of premiums paid.
- Manages missed deductions for customers.
- Provides Training and mentoring to team members.
- Other duties as assigned.
Requirements
- High School Diploma or GED
- 1 to 3 years relevant work experience in Billing, Accounting or Benefits Administration.
- Ability to utilize critical thinking to problem-solve complex billing issues.
- Detailed understanding of the billing and premium reconciliation process.
- Strong Excel skills – ability to create pivot tables.
- Excellent verbal and written communication abilities
- Ability to learn and adapt to changing technology.
- Strong mathematical, analytical and writing skills.
- Excellent time management and organizational, follow-up and follow through skills.
- Demonstrated drive for superior service both internally and externally.
- Ability to balance numerous priorities and deadlines while maintaining professionalism.
- Ability to work independently and as art of an internal and external team.
- Preferred: Bachelor’s degree
