In the Premium Representative role, you will be responsible for providing world class customer service to our clients. You will interact regularly with internal and external customers and partners (brokers, third party vendors) as it relates to client invoicing, account reconciliation and collections. This role requires analyzing client data to reconcile and resolve discrepancies.
Responsibilities/Core functions:
Manage assigned portfolio of complex client accounts
Perform tasks related to collections processes and procedures
Perform tasks related to review of client AR for preparation of necessary adjustments/disbursements to submit to processing team
Research/respond to billing or payment inquiries within established turnaround times. Escalate issues as needed.
Work with third party administrators, brokers and/or clients directly to reconcile accounts receivable
Facilitate conference calls or meetings with internal and external parties
Extensive research related to member eligibility and rate variances
Prepare necessary adjustments to resolve member level discrepancies identified in reconciliation process
Build effective relationships with internal and external partners
Handle special billing or report requests
Analyze client data utilizing various reports and resources
Prepare and distribute Schedule A & C tax forms
Coordinate various activities to ensure compliance with tax regulations
Competencies:
Action Oriented
Customer Focus
Cross-Cultural Sensitivity
Client/Peer Relationships
Drive for Results
Learning on the Fly
Organizing
Perseverance
Priority Setting
Problem Solving
Time Management
Qualifications/Requirements:
Previous work experience in a fast-paced business environment
Accounts Receivable experience
a plus
High School degree required; bachelor's degree preferred
High level of initiative and leadership skills
Ability to handle complex, difficult or escalated issues
highly preferred
Excellent organizational aptitude and high attention to detail
Demonstrates responsiveness and a sense of urgency when dealing with internal and external clients
highly preferred
Team player with effective verbal and written communication skills
highly preferred
Strong analytical and problem-solving skills
highly preferred
Ability to multitask and prioritize workload
* Microsoft Office with intermediate Excel and Access knowledge (V-Look up proficiency, pivot tables and formulas)
highly preferred
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