Billing & Collections Representative I (4227)

The Word & Brown Companies; Orange (CA); Hybrid; USD 42,000 - 64,000; Full time

Job summary

The Word & Brown Companies is seeking a detail-oriented Group Processing Center Billing & Collections Clerk to perform daily billing and collection tasks. You will handle terminations, balance notices, notices, and customer outreach, ensuring accurate data entry and timely communications.

Responsibilities include processing terminations, reinstatements, NSF checks, month-end tasks, and generating Pegasus reports, with a focus on HIPAA and PHI compliance and strong collaboration with Customer

Qualifications

• High School Diploma or equivalent required.
• Proficient use of 10-key and accurate data-entry.
• Typing speed of at least 40 words per minute.
• Experience with Microsoft Word and Excel.
• Strong written and verbal communication skills.
• Familiarity with PHI and HIPAA guidelines.
• Ability to follow directions with minimal supervision.
• Healthcare/health insurance customer service experience preferred.

Responsibilities

• Process all group terminations and issue terminations confirmation letters.
• Identify components of balances due and prepare letters for collection.
• Send notices via email/fax to overdue accounts.
• Reach out to customers by phone as needed.
• Process commission setup, payments and billing for New Business cases.
• Update termination reports with data on 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 and partial payment reminder calls.
• Generate reports and reminder notices from Pegasus.
• Contact customers with outstanding balances to collect or arrange payment plans.
• Assist Customer Service with billing and collection inquiries.
• Reach out to customers regarding NSF and checks missing endorsements.
• Process Month-End tasks.
• Assist in processing all group changes, line of coverage adds/terminations as received.
• On-site or remote regular attendance and punctuality are essential.
• Performs other business tasks or functions as assigned.

Skills

10-key data entry

40 wpm typing

Microsoft Word

Microsoft Excel

Communication skills

Attention to detail

Problem solving

Self-motivated

Teamwork

Multitasking

Learn proprietary systems

PHI/HIPAA awareness

Education

High School Diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

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.