Worksite Billing

1. Billing & Reconciliation:
   • Generate and distribute billing statements to employer clients and third-party administrators (TPAs).
   • Accurately process remittances, apply or refund premiums, and ensure compliance with standard turnaround times.
2. Customer Service:
   • Provide prompt and thorough support to clients and agents via phone and email regarding billing inquiries.
   • Research and resolve complex billing issues, including payment histories, audits, collections, and system demonstrations.
3. Discrepancy Resolution:
   • Proactively communicate with clients about billing changes and variances, ensuring timely resolution and transparency.
4. Ledger Maintenance:
   • Monitor suspense balances and process weekly reports to clear outstanding ledger debits and credits while ensuring compliance with department policies.
5. Collections & Account Management:
   • Conduct regular account maintenance, including past-due payment follow-ups and group clean-ups.
   • Issue late notices and coordinate outreach efforts to recover outstanding balances.
6. Operational & Departmental Support:
   • Assist with workload distribution, generate reports, and manage electronic files.
   • Collaborate with internal teams for policy transactions and IT system enhancements.
   • Participate in special projects to support company objectives.

• Experience in banking, finance, or accounting with a strong understanding of debits, credits, and reconciliations.
• Strong written and verbal communication skills for effective client and team interactions.
• Proficiency in Microsoft Excel and general computer applications.
• Excellent attention to detail with strong analytical and problem-solving abilities.
• Ability to multitask, prioritize workloads, and meet deadlines while maintaining accuracy.
• Self-motivated with the ability to work both independently and as part of a collaborative team.
• Thrives in a fast-paced, dynamic environment.