Client Services Billing Coordinator

Description

GENERAL DESCRIPTION

The Billing Coordinator reports to the Client Services Department and receives and processes payment requests, posts bills to accounts, and researches allowable expenses, account balances, and fees. This position pays trust-related expenses and connects with our clients via telephone and/or email to provide information about their trust account.

DETAILED JOB DESCRIPTION

• Receives, reviews, and processes payment requests
• Posts bills to client trust accounts
• Researches allowable expenses, account balances, and fees
• Communicates with clients via telephone and email and documents communication
• Manages department email queue
• Distributes client communications to appropriate departments
• Additional duties as assigned  

Supervisory Responsibility 

This position has no supervisory responsibilities.   

Work Environment

This job operates in a professional, pet friendly office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.   

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

Position Type/Expected Hours of Work  

Employee must be available during the “core” work hours of 9:00 a.m. to 5:00 p.m. and must work 40 hours each week on site, inclusive of lunch periods, to maintain full-time status. Travel No travel is expected for this position. 

JOB POSTING VERBIAGE

We are looking for the right person to join our busy but friendly nonprofit! The Billing Coordinator pays trust-related expenses and connects with our clients to provide information about their trust accounts. Duties include: receiving and processing payment requests, posting bills to accounts, and researching allowable expenses, account balances, and fees. This position requires a detail-oriented person, customer service focused person with financial knowledge and strong data entry skills. The successful candidate will also have excellent communication skills and be able to resolve complex client situations in a friendly, helpful manner. We are a pet friendly office with pets in the office daily.

AGED, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Requirements

EDUCATION REQUIREMENTS

• High school diploma, GED, or equivalent required
• Minimum two years accounts payable and/or customer service experience required
• Excellent verbal and written communication skills
• Ability to think fast, locate answers, resolve client issues, and respond promptly in a polite, professional manner
• Strong phone skills with a pleasant phone voice; ability to answer the phone, listen actively, relay information, and type basic information simultaneously
• Detail oriented with good organization skills
• Ability to learn quickly in a fast-paced environment
• Answer and manage incoming calls and emails
• Basic computer skills and experience with tracking, organizing, and recording call information, filing documents, and/or updating client accounts with details about profile / account changes and client interactions
• Proactive and takes initiative
• Customer-service focused for positive client experience
• Must be pet friendly! Pets in the office daily.