A family office for your family.
Billing Specialist
Location
California + 1 moreAll locations: California | Washington
Posted
12 days ago
Salary
$26 - $31 / hour
Seniority
Senior
Job Description
Billing Specialist
Mercer Advisors
• Perform monthly billing audits, including fee calculations, account troubleshooting, and adjustment processing • Review and maintain client accounts and household structures to ensure accurate fee schedule assignments • Partner with advisors and internal stakeholders to update and maintain billing instructions, ensuring alignment with client agreements • Reconcile direct debit results and ensure timely and accurate fee collection • Respond to billing-related inquiries from advisors and Client Service teams in a timely and professional manner • Partner with Trading and Client Service teams to ensure sufficient account liquidity for billing debits • Proactively track, manage, and follow up on outstanding, failed, or rejected fee transactions • Investigate root causes of failed collections and coordinate resolution • Partner with advisors, Client Service, and Trading teams to facilitate collections, including funding accounts, re-processing fees, or updating client billing setups • Maintain detailed records of collection efforts and outstanding balances; provide regular reporting on aged receivables and collection status • Identify trends in collection issues and recommend process improvements to reduce failed or delayed billing
Job Requirements
- Strong analytical and problem-solving skills with high attention to detail
- Understanding of portfolio accounting and client performance reporting concepts
- Proficiency in Microsoft Office, particularly Excel
- Experience working with integrated financial systems and billing platforms
- Experience with Orion strongly preferred
- Experience with Salesforce strongly preferred
- Highly organized with the ability to manage multiple priorities and deadlines
- Strong written and verbal communication skills
- Proven ability to collaborate effectively with advisors and cross-functional teams
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
Related Guides
Related Categories
Related Job Pages
More Billing Specialist Jobs
Role Description The Service Business Development Center (BDC) Outbound Specialist serves as a liaison between automotive dealerships and their customers. This role focuses on developing and managing customer relationships to maximize appointment scheduling through outbound phone calls and external platforms such as Kelley Blue Book, Autotrader, email, and other communication channels. The BDC Outbound Specialist may assist in multiple operational areas as needed to ensure exceptional customer service and support dealership objectives. Key Responsibilities - Initiate outbound calls to previous customers and new prospects - Answer inbound calls from customers and prospects - Schedule appointments using dealership scheduling tools and communicate updates via Slack when required - Build rapport and engage customers through phone communication and third-party platforms (e.g., Kelley Blue Book, Autotrader, Craigslist) - Address customer hesitation or concerns with patience and professionalism - Resolve inquiries promptly while providing accurate and helpful information - Maintain and update customer records in the CRM system with a high level of accuracy and attention to detail Qualifications - Strong verbal and written communication skills - Comfort and confidence working extensively on the phone - Familiarity with external platforms such as Kelley Blue Book and Autotrader - Basic computer proficiency and professional phone etiquette - Friendly, professional demeanor - Strong organizational and multitasking abilities in a fast-paced environment - Problem-solving skills Requirements - Reliable high-speed internet connection - USB headset - Quiet, distraction-free home office environment - Computer with at least: - 1.4 GHz Intel Core 2 Duo processor or equivalent - Minimum of 2 GB RAM - Google Chrome installed Education Requirements - High School Diploma or GED equivalent Experience Requirements - Minimum 1+ year of Sales, Call Center, or BDC experience - At least 2 years of customer/client service experience - Minimum 1 year of experience with or knowledge of automotive dealerships Physical Requirements - Prolonged sitting and computer use - Close-up visual work - Extensive speaking on the phone
Reservation Specialist
JJ Adventures in TravelingJJ Adventures in Traveling is a travel services company specializing in leisure travel planning, including cruises, family vacations, destination weddings, honeymoons, and resort stays. We work with established travel suppliers to help clients coordinate and manage their travel arrangements.
Role Description We are seeking organized and customer-focused individuals to join our team as Remote Reservation Specialists. In this role, you will assist clients with researching travel options, coordinating reservations, and helping ensure travel details are accurate and complete while working in a remote environment. Key Responsibilities - Assist clients with researching and reserving accommodations, cruises, tours, and vacation packages - Provide destination information and travel recommendations based on client preferences - Communicate with travel suppliers regarding availability, pricing, and reservation details - Respond to client inquiries through phone, email, and online communication platforms - Maintain organized client records and travel documentation - Follow company procedures for travel research, reservations, and customer service support Qualifications - Strong communication and customer service skills - Detail-oriented with strong organizational abilities - Comfortable working independently in a remote environment - Basic computer proficiency and reliable internet access - Must be at least 18 years of age and legally authorized to work in your location - Previous travel, hospitality, customer service, or administrative experience is helpful but not required Benefits - Remote work environment - Structured onboarding and training resources - Access to booking platforms and travel supplier information - Professional development and advancement opportunities based on performance and business needs
Solution Specialist
WEXWEXUSWEX simplifies the business of running a business through smarter workflows and financial intelligence. Our North America Mobility and OTR businesses power the fleets that keep commerce moving — from small owner-operators to large fleet enterprises. Pay Range $198,000.00 - $223,700.00
Role Description Solution Specialist is responsible for the initial servicing of client accounts and their associated consultants through day-to-day interaction that focuses on customer service and responsiveness. - Serve as a knowledgeable contact for the day-to-day needs through phone, email, and system tools relative to client account and consultants for our products, system capabilities, and processes. - Ability to identify trends to improve client resolution experience. - Ability to produce ideas and solutions to client experience. - Maintain expected quality and performance metrics. - Ability to adapt messaging to clients through a variety of communication mediums. - Must adhere to security policies. - Ensure privacy according to HIPAA guidelines. - Maintain knowledge in function area(s). - Responsible for recognizing and defusing client discrepancies. - Field and ensure requests made by consultant, broker, and employer are resolved in a timely manner according to service level standards, including system updates where applicable. - Formally document all communications with client/consultant in company systems to ensure availability of client information for continuity of client history. - Attend team and other necessary meetings to remain current on client initiatives, internal processes, and operations that may affect client accounts or the client experience. - Attend regularly scheduled one-on-one meetings with direct supervisor for professional development and goal setting. - Serve as a resource and voice of the customer. - Collaborate with a variety of departments to ensure a positive customer experience by sharing knowledge, proposing ideas, and implementing a solution for creating efficiencies and improving processes. - Maintain detailed knowledge of product lines and system functionality. - Ability to thrive in a fast-paced setting while maintaining organizational skills. - Participate in ongoing learning and development opportunities. - Recommend process changes and administrative procedure updates. - Assist with special projects. - Assist other function area(s) as workload demands. - Demonstrate the WEX Core Values daily. Qualifications - Bachelor’s Degree preferred or equivalent Industry experience. - 1-2 years’ experience in customer service, account management, file integrations, or relevant experience. - COBRA/Benefits Industry Knowledge preferred. - Proficiency with Google Workspace. - Strong verbal and written skills. - Proven experience managing client-facing communications. - Strong interpersonal skills and ability to connect with a diverse customer and employee population. - Self-driven, motivated, and must have the ability to manage a fast-paced, result-oriented environment. - Exceptional communication and time management skills. - Strong attention to detail, problem-solving skills, and multi-tasking capabilities. - A team player with high energy. - Demonstrated capacity to prioritize tasks and manage multiple responsibilities effectively. - Consistently achieve Service Level Agreements (SLAs) at every stage of the solution specialist process. - Responsible for driving customer satisfaction by solving cases. - Maintain a positive attitude towards clients and coworkers. Benefits - Health, dental, and vision insurances. - Retirement savings plan. - Paid time off. - Health savings account. - Flexible spending accounts. - Life insurance. - Disability insurance. - Tuition reimbursement. - Comprehensive and market competitive benefits designed to support personal and professional well-being. Pay Range $17.00 - $22.50
Contract Specialist
Amerihealth CaritasAt AmeriHealth Caritas, we’re passionate about helping people get care, stay well, and build healthy communities. As one of the nation's leaders in healthcare solutions, we offer our associates the opportunity to impact the lives of millions of people through our national footprint of products, services, and award-winning programs. Headquartered in Newtown Square, AmeriHealth Caritas is a mission-driven organization with more than 30 years of experience. We deliver comprehensive, outcomes-driven care to those who need it most. We offer integrated managed care products, pharmaceutical benefit management and specialty pharmacy services, behavioral health services, and other administrative services. Discover more about us at www.amerihealthcaritas.com .
Role Description The Contract Specialist connects our team, the health plan, and key stakeholders. This role focuses on building and maintaining collaborative relationships while ensuring contract data and documents are accurately reflected across systems. Responsibilities include hands-on contract administration, issue resolution during contract loading, and maintaining compliance standards. Work Arrangement: Remote - Anywhere within the state of Florida. - Build and maintain positive relationships with internal teams, health plans, and stakeholders. - Ensure contract data and documents are accurately represented in operating systems. - Act as a proactive contract administrator, resolving contract-related issues. - Audit contract documents and provider records for accuracy. - Manage and monitor Excel reports for projects and assignments. - Create and align contract records in the contract management system with 95% accuracy. - Monitor electronic contract files and ensure compliance with policies. - Escalate requests that conflict with business processes or contract language. - Support departments in investigating provider data and credentialing. - Research and resolve discrepancies in data and documentation. - Identify and report compliance issues. - Maintain knowledge of Facets or other claims systems and communicate contract corrections. - Communicate effectively and professionally with all parties. - Collaborate with departments to execute AmeriHealth and health plan strategies. - Perform administrative duties and attend required training sessions. - Stay current on AmeriHealth and health plan regulations, policies, and procedures. Qualifications - High School diploma or GED required; Bachelor’s degree preferred. - 1 to 2 years of experience in provider network management, provider data management, finance operations, contract management, or contract administration within healthcare or managed care. - Experience with contracting software (e.g., Salesforce). - 1 to 2 years of managed care experience required. Benefits - Flexible work solutions including hybrid work schedules. - Competitive pay. - Paid time off including holidays and volunteer events. - Health insurance coverage for you and your dependents. - 401(k). - Tuition reimbursement. - And more.
