Billing Assistant/Senior Billing Assistant (Mayfield Heights, OH)

AIPSO; Mayfield Heights (OH); On-site; USD 38,000 - 72,100; Full time

Job summary

AIPSO in Mayfield Heights, OH is seeking a Billing Assistant/Senior Billing Assistant to manage premiums, customer accounts, and billing processes. The role supports cash processing, refunds, and payment reconciliation in a dynamic insurance-focused environment.

Ideal candidates have 1+ years in accounting or billing, strong Excel skills, and excellent communication and organizational abilities. This is a full-time, on-site position with competitive pay.

Qualifications

• 1+ years in accounting or billing, with customer interaction.
• AA/AS in accounting or finance preferred; experience may substitute.
• Experience in insurance industry a plus.
• Strong numerical and data entry skills.

Responsibilities

• Monitor and coordinate premiums and customer accounts.
• Investigate billing errors and propose fixes.
• Process refunds and ensure timely checks.
• Manage daily cash receipts and bank deposits.
• Handle inquiries from insureds and producers.

Skills

Problem solving

Verbal communication

Written communication

Multi-tasking

Attention to detail

Organizational skills

Customer service

Numerical proficiency

Education

AA/AS in accounting or finance

Tools

Microsoft Office

MS Excel

Job description

Billing Assistant/Senior Billing Assistant (Mayfield Heights, OH)

AIPSO is a management organization and service provider for various insurance industry groups responsible for administering the residual market. We are a national organization that serves local customer needs. Centralization and standardization are key to many AIPSO services because of the inherent economies of scale and other efficiencies. However, our organization is based on customer focus and recognizes the need for flexibility in serving customer groups with diverse interests.

Essential Duties & Responsibilities:

• Monitor and coordinate premiums and customer accounts.
• Assist with resolving billing discrepancies by investigating billing errors and recommending process improvements to avoid future errors.
• Assist with the administration of the policyholder refund process by verifying and ensuring accounts due a refund are handled appropriately and refund checks are printed timely and verified.
• Support administrative functions related to cash processing and billing policyholders.
• Handle the preparation and completion of daily cash receipts (payments) and ensure payments are deposited timely.
• Coordinate daily bank deposits and ensure that checks are processed timely.
• Ensure payments are promptly recorded and entered into the billing system.
• Review and verify all supporting documentation needed to prepare payments and bills to policyholders.
• Assist with reconciliation of bills, update and balance accounts by tracking all payment and transaction records.
• Handle billing related customer service inquiries from insureds and producers.
• Assist with reconciliation of premium and commission disbursements.

Education: An Associate's Degree (AA/AS) from a two-year college or university majoring in accounting, business management, or finance is preferred. Additional appropriate experience will be considered in lieu of a degree.

Experience: 1 or more years of general accounting or billing experience, including experience working directly with customers, is desired. Experience working in the insurance industry and insurance designations are a plus.

Skills & Knowledge:

• Proficient in the use of Microsoft Office productivity tools (e.g., Outlook, Word) to manage work. Advanced skills using MS Excel.
• Effective problem-solving skills, including ability to analyze complex issues, find the root cause of the problem, and consider a wide range of alternatives before acting.
• Demonstrate strong verbal and written communication skills, including ability to effectively present information and respond to questions.
• Ability to multi-task and demonstrate flexibility while maintaining attention to detail.
• Demonstrate excellent organizational skills.
• Ability to work independently and interact professionally and effectively in a team environment.
• Demonstrate excellent customer service skills by following directions and interpreting customer needs.
• Demonstrate proficiency with numbers and calculations.

Salary Range: $38,000 - $60,800/$45,100 - $72,100 Annual. Actual salary for this position will be determined by a number of factors, including the scope, complexity, and location of the role as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; internal equity and other conditions of employment.

AIPSO is an equal opportunity employer. To this end, all employment related decisions are made on a non-discriminatory basis and in full compliance with federal, state, and local laws prohibiting discrimination in employment.

This is a non-management position. This is a full time position.