Billing and Accounts Specialist
Benafica is seeking a dedicated team player to service and maintain accounts in our growing portfolio. This position will focus on Billing and Payments, overseeing the billing process for an intuitive financial administration of products, with the ability to manage, speak to, and advise clients on payment and product information.
Benafica, LLC is an InsurTech Agency, which provides Insurance solutions, Third Party Administration, and Software for individuals, employers, and associations. Our motto is, A Better Insurance Ecosystem. We are all about Insurance, People, and Technology. We strive to find our clients the simplest and best solution for their individual and professional needs.
Position Overview
You will be primarily responsible for, administering invoices, ensuring payment information, coordinating collections within our designated CRM, and providing customer service in the noted areas above for Clients. Primary responsibilities will include, but not be limited to:
- Collaborating with clients, and other team members to resolve billing inconsistencies and errors
- Creating invoices and billing materials to be sent directly to a client
- Facilitating payment methods, including EFT/ACH, and collecting/accepting checks for invoices
- Processing of specified claims for certain policies
- Inputting payment history, upcoming payment information or other financial data into an individual account
- Informing clients of any missed or upcoming payment deadlines
- Keep and maintain accurate records for each client in our CRM. This includes keeping clerical information up to date
- Providing Customer Service and Product Knowledge to clients, responding to inquiries at the earliest convenience via phone or email
Position Requirements
Essential:
- Excellent interpersonal and communication skills
- Willingness to Provide Great Customer Service
- Self-Motivator with the ability to manage multiple projects concurrently
- Solid organizational skills and attention to detail
- Basic Math, bookkeeping, and accounting skills
- Proficiency in MS Office (Excel, Outlook)
Preferred:
- Solid working experience with customer relationship management
- A Positive can-do attitude
- 2+ years of Accounting Experience in accounts payables or receivables.
Attach your Resume and a list of two to three references and let us know your thoughts on growing our Support team to push us further into a brighter future. Come and Join the Hive!
What we offer
- Flexible and great work environment
- Competitive base salary with a progressive bonus structure
- Employer-paid health, Dental and Vision, Long Term Disability, and Life insurance for employees
- Voluntary Disability, Accident/Critical Illness, Long Term Care
- HSA plan contributions
- Paid time off
- Paid holidays
- 401K employer matching plan
- Summer hours
Direct all questions to jobs@benafica.com
Location: – Woodbury, MN 55125
