Assistant Billing Specialist handling client billing for family and estate law firm. Ensuring accuracy in invoices, resolving discrepancies, and maintaining financial records.
About the role
- Billing Associate managing insurance estimate creation and billing processes for water damage restoration company. Collaborating with technicians and insurance partners to ensure accuracy and professionalism.
Responsibilities
- Prepare detailed and accurate job estimates using Xactimate software in accordance with insurance industry standards
- Collaborate with project managers and field technicians to gather scope-specific details
- Ensure estimates are submitted timely and follow up on pending approvals or revisions
- Create, organize, and maintain digital job files from intake to closeout
- Ensure all customer documentation, contracts, and photos are uploaded and accurately recorded
- Track job progress and follow up on outstanding paperwork or data
- Maintain internal databases and logs with up-to-date status and billing notes
- Respond professionally to incoming calls and emails, collecting detailed customer information
- Communicate with insurance companies and third-party administrators (TPAs) regarding estimate status and documentation
- Assist customers with billing-related questions and ensure a positive service experience
- Perform administrative tasks including data entry, document formatting, reporting, and cross-team support
- Assist in refining internal billing workflows and administrative systems to improve efficiency
- Provide backup support to other office roles as needed during peak demand
Requirements
- Xactimate experience is preferred but not required (willing to train)
- High attention to detail with strong organizational and analytical skills
- Proficient with Microsoft Excel, document management, and basic office software
- Strong written and verbal communication skills
- Ability to prioritize multiple tasks in a fast-paced environment
- Self-starter with the ability to work independently and meet deadlines
- Previous administrative experience in the insurance or emergency restoration industry (preferred)
- Familiarity with CRM systems or job-tracking platforms (e.g., DASH, Job-Dox, etc.) (preferred)
- Working knowledge of insurance claim processes and documentation standards (preferred)
Benefits
- Health Insurance: Company-paid (Employee) insurance with buy up options available.
- Life Insurance: 100% company-paid coverage
- 401(k): Employer matching available
- Paid Time Off: 10 PTO days + 1 floating holiday annually
- Professional Growth: Advancement opportunities in a fast-growing company
- Work Environment: Beautiful, modern office with positive and supportive culture
- Remote Flexibility: Hybrid work option available after training and trial period
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