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Job Details

Billing amp Services Specialist Job

Location
Birmingham, AL, United States

Posted on
Feb 22, 2022

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An exciting opportunity exists to join the **MEMBERS ONLY**SIGN UP NOW***. family of companies!
We are a specialty writer of professional liability, products liability and workers' compensation insurance. With approximately 1000 employees operating in all 50 states, we are well positioned to offer career opportunities to individuals interested in professional growth.
The primary responsibility of the Billing and Services Specialist position is to respond to requests and inquiries from insureds, agents, employees, and 3rd parties through phone calls, e-mails and faxes. To serve as a liaison between CXE and IT for business requirements, provide potential improvements and data analysis to both internal and external end users to ensure that data systems support departmental and corporate needs. Utilize reports to help manage Accounts Receivables and complex policy accounts, working closely with the Underwriting department, external agents, and insureds. The Billing and Services Specialist should demonstrate outstanding customer service skills and foster positive relationships with insureds, agents, and internal customers.



Essential Duties and Responsibilities:
40% - Performs collection process efforts using daily review, management, and reconciliation of A/R aging reports.
Provides detailed research, analysis, and resolution to problem accounts.
Performs highly advanced account reconciliations focusing on larger and more complicated accounts.
Acts as primary billing liaison with brokers/insureds regarding extremely sensitive billing matters.
Perform highly advanced account reconciliations focusing on larger and more complicated accounts utilizing advanced technical knowledge of the Financial Management sub system and underwriting process.
Performs daily, weekly, monthly, and quarterly premium cash reconciliations. Research and analyze any issues.
Leads the development and implementation of monitoring mechanisms for ensuring timeliness and accuracy of the billing process.
30% - Performs daily policy transactions as required.
Maintains client record in CIS to assist in accurate data integrity.
Process transactions in Oasis/eOasis, including but not limited to accepting or declining tail, processing mid-term endorsements and canceling policies.
10% - Proposes possible improvements to operational processes for better efficiency.
Develops ongoing and ad hoc statistical tools for the department and company to better manage, monitor, and evaluate business needs while maintaining high quality standards.
Serves as department liaison to cross-functional program/project teams as needed.
Researches and ensures resolution of applications issues. Provides thorough requirements to facilitate the design and development of system solutions.
Assist in the development and testing of new tools (e.g. PowerBI reports) for the billing team to increase accuracy and productivity. This includes working with various departments such as Research, Development & Innovation, Operational Process Alignment and IT.
10% - Actively participates in the Quality program assuring continuous customer service development.
5% - Completes user testing for system enhancements in regards to financial and streamlining duties utilizing matrixes established by IT.
Secondary Responsibilities:
5% - Identify and suggest process improvements, and complete and/or manage special projects and other duties/responsibilities as directed by management. Performs other duties as assigned by management.
Qualifications:
High School diploma or GED required. Bachelor's degree preferred.
Minimum two years' related financial or accounting experience or customer service experience.
Critical thinking skills and time management skills are essential.
Dependable and detail oriented.
Excellent organizational and interpersonal skills.
Self-motivated and able to accomplish multiple tasks in a timely manner.
Advanced professional written and verbal communication skills.
Working knowledge of Microsoft Office with proficiency in Outlook, Word, and Excel.
Job Criteria:
Start Date: ASAP
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Company info

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