Account Specialist

• Responsible for working with various areas within Wealth Management and Operations to successfully fulfill new account opening requests for banking deposit accounts and trust and investment accounts
• Acts as the primary internal contact and owns the process from initiation to account funding
• Monitoring of various stages within the account opening process, understanding Service Level Agreements
• Taking ownership over communication and follow up with local Advisors and support staff
• Coordinates activities with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner
• Resolves issues relating to missing or conflicting information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers and operations staff, where applicable

Private Wealth Management Account Opening Specialist at U.S. Bank fulfilling account requests

New Account Specialist

Private Wealth Management Account Opening Specialist responsible for fulfilling new account opening requests. Collaborating with various departments in Wealth Management at U.S. Bank to ensure timely and accurate implementations.

• Submit medical claims in accordance with all federal, state, and payer-specific requirements.
• Ensure claims are correctly submitted and paid by reviewing and correcting edits, errors, and denials.
• Investigate and analyze claim errors and rejections to apply necessary corrections.
• Follow up with payers and collect assigned insurance accounts receivable.
• Stay informed about payer updates and process changes for accurate claims submission and follow-up.
• Evaluate reasons for non-payment and take appropriate action to resolve claims for clients.
• Prepare and submit first- and second-level appeals with supporting documentation in accordance with payer guidelines and timelines.
• Identify and document coding, clinical, and registration issues for referral to the appropriate teams to correct claim errors and prevent future denials.
• Escalate stalled claims to the payer or Currance leadership as needed.
• Verify and adjust claims so that client accounts reflect correct liability and balances.
• Perform other duties assigned to support business needs.

Account Resolution Specialist managing medical claims for healthcare revenue cycle.

Account Resolution Specialist II

Account Resolution Specialist managing insurance claims and payments for healthcare clients. Ensuring timely resolution of medical claims and maintaining financial stability for organizations served.

• Manage a high volume of outbound and inbound renewal sales calls in a timely and professional manner.
• Follow established communication scripts while applying critical thinking and sound judgment.
• Actively listen to identify customer needs, clarify information, research issues, and provide appropriate solutions or alternatives.
• Meet and exceed individual and team sales goals and performance metrics.

Account Renewal Specialist supporting clients to ensure compliance with regulations

Account Renewal Specialist

Account Renewal Specialist ensuring client retention and satisfaction in a fully remote role. Working with clients on compliance support for FDA regulations in a mission-driven team.

• Conduct food safety and sanitation audits in assigned geographical territory and account list.
• Based on audit results, communicate significant sanitation violations to store management and recommend appropriate corrective action(s) required to maintain a high level of store cleanliness.
• Install and maintain chemical dispensing equipment which can include ware wash dispensing platforms.
• Train customer associates on the use of products, systems, and sanitation procedures.
• Develop and maintain excellent customer relations within each account.
• Maintain company vehicle and all other company assets assigned to TAS.
• Comply with internal reporting requirements, assigned administrative duties, and maintenance of parts stock in storage shed and vehicle.
• Maintain 100% compliance with company safety policy, utilize PPE, and follow safety processes at all times.
• Maintain / control expense and quality control measures related to equipment, parts, literature, and tools.

Territory Account Specialist managing sanitation solutions for national retail accounts

Territory Account Specialist

Territory Account Specialist responsible for sanitation services and audits in the Southwest DC area. Ensuring food safety compliance and maintaining customer relations in retail accounts.

• Ensure that the firm receives timely payments from debtors.
• Monitor accounts, contacting clients with overdue balances, negotiating payment plans, and documenting collection efforts.
• Serve as a liaison between the firm and its clients, helping maintain financial stability.
• Regularly review the firm’s accounts receivable to identify overdue accounts.
• Keep track of outstanding debts and prioritize collection efforts.
• Ensure firm commitments are adhered to as related to billing, providing direct contact and follow-up with each partner and client as assigned to ensure timely billing and collections.
• Contact clients with overdue accounts via phone, email, or written correspondence.
• Communicate professionally and empathetically, maintaining positive relationships while addressing payment issues.
• Address client inquiries and complaints related to billing and outstanding balances.
• Work collaboratively with clients to find mutually beneficial solutions.
• Attempt to collect overdue amounts directly from clients.
• Negotiate payment plans or settlements to facilitate debt recovery.
• Generate monthly client reminder statements, making any necessary revisions.
• Prepare bankruptcy claims, research, and submit claims for unclaimed property, propose, set up and maintain promissory notes/personal guarantees to ensure client compliance and assist in obtaining and interpreting the of research information/credit reports.
• Prepare final demand letters for management’s signature to send to clients following approval by the Firm’s General Counsel’s office.
• Recommend proposed transfers of any accounts to Firm’s collections attorney, including preparing the placement letter for management signature, gathering of all collection activities, client details and any other pertinent documentation.
• Maintain accurate records of all communication with delinquent account holders, including date, time, name and title of person spoken to and details of conversation/email.
• Document payment arrangements, promises to pay, and any other relevant details.
• Provide consistent updates and correct client collections contact information to the business intake and client data teams.
• Identify, research, and propose solutions to issues affecting the Firm’s ability to properly invoice its clients and/or the client’s ability to timely pay our invoices.
• Prepare regular reports on the status of unpaid accounts and progress in debt recovery.
• Keep the firm informed about collection activities and trends.
• Update management of any potential collection issues requiring escalation and providing recommendations for resolution.
• Provide timely submissions of any recommended proposed write offs accompanied by the required supporting information and appropriate coding.
• Prepare, review, and distribute, as appropriate, monthly reports for delinquent AR and WIP to partners.
• Provide reports reflecting AR analyses, aged WIP, DSO, potential and existing AR and WIP reserves, agreed upon metrics and key performance indicators.
• Confer with billing partners to determine reason(s) for aged AR & WIP and present strategies to obtain payment and ensure timely billing of WIP.
• Ensure the firm is in compliance with the terms of service, client’s outside counsel guidelines or any existing agreements in effect with respect to the client and/or matter.
• Provide any accrual information to partners or clients as assigned or requested.
• Act as the resource to partners and clients to resolve any issues hindering payment to the Firm or the billing of WIP.
• Collaborate with our internal departments as required and related to the team’s projects, issues, and concerns.
• Ability to support and train Client Account Specialist on processes and procedures.
• Other duties as assigned.

Senior Client Account Specialist ensuring timely payments for Husch Blackwell.

Senior Client Account Specialist

Senior Client Account Specialist ensuring timely payments for Husch Blackwell while monitoring debts and communicating with clients. Foster relationships and manage financial stability for the firm.

Account Specialist jobs in Montana

See all jobs on JobTailor

New Account Specialist

Account Resolution Specialist II

Account Renewal Specialist

Territory Account Specialist

Senior Client Account Specialist