Billing Administrative Assistant

Summary:

The Billing Admin primary role is to provide administrative support to all things related to client billing. With multiple product lines, billing cycles, touch points, and varying agreements, ensuring accurate information is being submitted to accounting to be invoiced is vital. While this role is primarily focused on supporting client billing, they will also be performing other administrative functions as needed.

Principal Duties & Responsibilities:

• Collect and process new client information.

• Track and manage client services to ensure proper invoicing.

• Reconcile payments and billing to ensure accurate margins for commissions.

• Reconcile vendor invoices and bill clients based on usage.

• Review client accounts monthly to process annual billing for services.

• Manage services sold monthly and ensure clients are billed.

• Follow-up with clients on past due invoices.

• Manage bulk annual invoicing on current clients.

• Review service records and bill clients for usage.

• Provide billing support to consulting team as training is scheduled.

• Send clients supporting documentation for services.

• Verify contractor invoices and timesheets to ensure proper and timely billing.

• Communicate with clients regarding their invoices.

• Performs other duties as assigned.

Education/Experience:

• Highschool diploma

• Previous accounting clerk or administrative work that encompasses the duties above is preferred.

• Experience working with a large client base with varying needs is preferred.

Skills, Specialized Knowledge and Abilities

• Ability to handle sensitive information and maintain a high level of confidentiality.

• Able to meet deadlines, work independently without direct supervision, as well as in a team environment.

• Excellent customer service, telephonic, electronic, and written communication skills.

• Demonstrate ability to solve problems, analyze data and suggest appropriate solutions.

• Technical experience and proficiency with Microsoft Office products such as Outlook, Word, and Excel.

• Ability to learn additional systems used to manage client data.

• Use of standard office equipment.

Physical & Mental Demands:

The working conditions are typically in an office environment. 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.

• Ability to lift, reach and carry up to 25 pounds.

• Ability to sit for long periods of time.

• Ability to report to the office with 24-hour notice on non-scheduled workdays.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for their job. Duties, responsibilities, and activities may change at any time with or without notice.