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Hybrid Client Reporting and Billing Specialist
Posted 4 days ago
About the role
- Assist in client invoicing including but not limited to client set-up, client account maintenance, client reporting requests and collections
- Other responsibilities will include account reconciliation, commissions, and rebate assistance
- Prepare weekly and monthly invoices, detailed reports, and correspondence
- Update and maintain detailed work instructions on the invoicing process
- Provide clients, TPAs, and brokers with requested reporting on a weekly or monthly basis
- Payment application and reconciliation
- Monthly account reconciliation and analysis, including bank reconciliations for all cash accounts
- Prepare backup, communication, and payments for executive approval
- Calculate quarterly rebates
- Maintain monthly cash flow analysis and share with executive team monthly
- Perform other duties as assigned
Requirements
- Education: College associate's degree in Business or Accounting or related field or equivalent experience
- Strong Microsoft Excel skills required
- 2 to 3 years relevant experience
- QuickBooks knowledge helpful
- Exceptional problem solving, analytical thinking, and attention to detail
- Ability to multi-task and prioritize in an ever-changing environment
- Ability to work in an open team environment and be a team player with all levels of staff and management is required
Benefits
- A wide range of health insurance options including medical, dental and vision
- A strong salary and bonus program
- A robust 401k and company match
- Truescripts is transitioning to an ESOP, a team member owned company!
- Each year team members are allocated shares of stock through our ESOP, a Qualified Retirement plan!
- Employee Assistance Program
- A wellness program including financial incentives, chiropractic and massage services, and fitness stipends
- Dream Manager Program (yes, it’s a real thing!)
- A cohesive, family-based culture
- Charitable contributions and volunteer time
- Lots of celebrations!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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