Client Reporting and Billing Specialist responsible for client invoicing and account maintenance. Working closely with the Client Success Team in a hybrid setting.
Responsibilities
Client Invoicing Setup and maintain client accounts
Prepare weekly and monthly invoices, detailed reports, and correspondence
Update and maintain detailed work instructions on the invoicing process
Maintain accurate client contacts
Work with Client Success Team for all client onboarding activities
Perform quality audits of client data
Client Reporting Provide clients, TPAs, and brokers with requested reporting on a weekly or monthly basis
Provide adhoc reports or supporting backup reports, as requested
Client Collections Payment application and reconciliation
Coordinates collections of past due accounts
Provide A/R reporting to brokers and management as needed
Account Reconciliation Monthly account reconciliation and analysis, including bank reconciliations for all cash accounts
TPA & Broker Commissions Prepare backup, communication, and payments for executive approval
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