Billing & Collections Representative I

Word & Brown Companies; Orange (CA); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Word & Brown Companies is seeking a Billing & Collections specialist to manage daily processing for the Group Processing Center. Responsibilities include handling group terminations, preparing collection letters, and contacting overdue accounts by phone or email.

The role requires accurate data entry, strong problem-solving, and proficiency with 10-key and Microsoft Office. Healthcare billing experience is preferred, with adherence to PHI/HIPAA guidelines.

Qualifications

• Proficient use of 10-key and accurate data-entry skills.
• Typing speed of at least 40 words per minute.
• Working knowledge of Microsoft Word & Excel.
• Prior experience in Health Insurance billing/customer service preferred.
• Adherence to PHI/HIPAA guidelines.

Responsibilities

• Process all group terminations and produce termination confirmations.
• Identify components of balances due and prepare collection letters.
• Send notices via email/fax to overdue accounts and contact customers by phone.
• Handle commission setup, payments and billing for New Business cases.
• Update termination reports with data on terminated groups and reinstate as needed.
• Assist Customer Service with billing/collection inquiries and explain policies.

Skills

10-key data entry

40 wpm typing

Microsoft Word

Microsoft Excel

Education

High School Diploma or equivalent

Tools

Infosend

Pegasus

Job description

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.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.