AR Billing Coordinator
Pension Services, Inc.
Job Description
Job Description
We are seeking a detail-oriented and organized Billing Coordinator to join our team. This position will be responsible for managing daily billing activities, ensuring accuracy of client accounts, supporting accounts receivable functions, and providing guidance and support to one billing team member.
The ideal candidate is bilingual, customer-focused, highly organized, and comfortable working with billing, payments, client communication, and account reconciliation in a professional environment.
Responsibilities include:
- Review billing information, orders, and client accounts to ensure accuracy.
- Assist with accounting functions and identify discrepancies between invoices, compensation, and customer accounts.
- Collect and verify all required information to ensure accurate billing.
- Prepare and send invoices and statements to clients through appropriate channels.
- Deposit payments and apply payments to client accounts as needed.
- Audit platform credits and maintain accurate billing records.
- Add and update billing specifications for client accounts.
- Conduct welcome calls with new clients and communicate with clients before new invoices are issued.
- Update and maintain service agreements and fee schedules.
- Monitor outstanding balances and follow up with clients regarding payments.
- Send follow-up invoices and collection communications when necessary.
- Maintain spreadsheets and reports with payment details and account activity.
- Respond to client questions and coordinate with internal departments to resolve issues.
- Complete platform forms for TPA payment requests.
- Provide support, training, and oversight to one billing team member.
- Perform other duties as assigned by the President or Management team.
Qualifications:
- 2+ years of billing, accounts receivable, or related accounting experience.
- Experience with invoicing, payment processing, and account reconciliation.
- Strong attention to detail and excellent organizational skills.
- Excellent customer service and communication skills.
- Bilingual English/Spanish preferred.
- Ability to manage multiple priorities and meet deadlines.
- Proficiency with Microsoft Excel and billing/accounting systems.
We want our employees to stay and grow within our organization. Excellent benefits package. Starting with 15 days of PTO, 5K corporate runs, 401k, medical, dental, and vision, we cover your full Short/Long Term disability Ins. Life/ Gap.
Company Description
We want our employees to stay and grow within our organization. Excellent benefits package. Starting with 15 days of PTO, 5K corporate runs, 401k, medical, dental, and vision, we cover your full Short/Long Term disability Ins. Life/ Gap.
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