Billing & Collections Representative I
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Word & Brown Companies
Orange, CA, US
Summary
The Billing & Collections Representative will manage group terminations, process payments, and handle collection activities for overdue accounts. They will also provide support to customer service by addressing billing inquiries and maintaining accurate records in proprietary systems.
Job Description
Job Details: Job Location: Word and Brown - Orange, CA, Position Type: Full Time, Salary Range: $21.00 - $26.00Hourly,
Purpose of Position:
Perform the daily functions and operations of the Group Processing Center Billing & Collections Team.
Essential Functions:
Process all group terminations and produce terminations confirmation letters.
Identify components of balances due and prepare letters for collection.
Send out necessary notices via email/fax to overdue accounts.
Reach out to customers via phone call as needed.
Process commission setup, payments and billing for New Business cases received.
Update termination reports with data regarding terminated groups.
Review and audit checks received by Finance Remittance for termed groups.
Deactivate auto-pay in Infosend for termed groups.
Process Group and Contract reinstatements.
Make termination process and partial payment reminder calls.
Generate reports and reminder notices from Pegasus.
Contact customers with outstanding balances and attempt to collect or set up payment arrangements.
Assist Customer Service by answering questions regarding billing and collection inquiries.
Reach out to customers regarding check Insufficient Funds (NSF) and checks missing endorsements.
Process Month-End tasks as needed.
Assist in processing all group changes, line of coverage adds/terminations as received.
On-site or remote regular attendance and punctuality are essential functions of the job.
Performs other business tasks or functions as assigned.
Qualifications:
Knowledge, Skills & Abilities Required:
Must have proficient use of 10 key and accurate data-entry skills.
Accurate typing speed of at least 40 words per minute.
Working knowledge of Microsoft products, particularly with Word & Excel.
Excellent problem-solving skills.
Attention to detail.
Strong written and oral communication skills.
Must be self-guided with the ability to follow directions, make decisions and work with little supervision.
Ability to work in a team environment.
Ability to handle multiple tasks with frequent interruptions.
Ability to learn and operate proprietary-based systems and handle objections and explain Company policies and procedures.
Prior experience in Health Insurance industry and customer service preferred.
Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.
Educational Requirements:
High School Diploma or equivalent required.
Physical Requirements:
Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.
The Word & Brown Companies are committed to simplifying access to better health insurance choices – for businesses, employees, and individuals.
We are insurance leaders founded on hard work, dedication, and a passion to make health care more accessible. Our organization is comprised of three distinct businesses.
Established in 1985, the Word & Brown General Agency is among the largest General Agents in California and Nevada, with a focus on group and individual and family health insurance coverage.
CHOICE Administrators is the parent organization for CaliforniaChoice, the nation’s largest multi-carrier, small group private health exchange, and Choice Builder, the nation’s first ancillary benefits exchange.
The Companies also offer two no-cost prescription drug discount cards, the California Rx Card and Nevada Drug Card, which deliver savings of up to 75 percent on prescription medications at more than 68,000 pharmacies nationwide.
Founded
1984
Company size
501-1,000 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Orange, CA
The Word & Brown Companies are committed to simplifying access to better health insurance choices – for businesses, employees, and individuals.
We are insurance leaders founded on hard work, dedication, and a passion to make health care more accessible. Our organization is comprised of three distinct businesses.
Established in 1985, the Word & Brown General Agency is among the largest General Agents in California and Nevada, with a focus on group and individual and family health insurance coverage.
CHOICE Administrators is the parent organization for CaliforniaChoice, the nation’s largest multi-carrier, small group private health exchange, and Choice Builder, the nation’s first ancillary benefits exchange.
The Companies also offer two no-cost prescription drug discount cards, the California Rx Card and Nevada Drug Card, which deliver savings of up to 75 percent on prescription medications at more than 68,000 pharmacies nationwide.
Founded
1984
Company size
501-1,000 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Orange, CA