Worksite Billing Specialist

Texas Life Insurance Company; Waco (TX); Hybrid; USD 32,000 - 36,000; Full time

Benefits offered by this job

Tuition reimbursement

Professional development

401k with company match

Profit sharing

Hybrid remote work

Job summary

Texas Life Insurance Company is seeking a Worksite Billing Specialist to manage group billing for employer clients, including generating statements and applying premiums to policies. The role includes payments reconciliation, client communication, and routine audits to ensure accuracy.

The position offers hybrid remote work after training, with benefits such as tuition reimbursement, professional development, 401k with match and profit sharing, and participation in bonus programs.

Qualifications

• Banking or financial experience with basic understanding of debits and credits.
• Strong written and oral communication skills to interact with employer clients, agents, TPAs and policy owners.
• Strong Excel skills.
• Attention to detail and strong analytical skills.
• Critical thinking, problem solving and ability to prioritize multiple tasks while meeting deadlines and ensuring compliance.
• Ability to work both independently and in a team.

Responsibilities

• Schedule and provide billing statements to employer clients and process remittances accurately.
• Communicate with employer clients, agents, TPAs and policy owners via phone or email.
• Send notifications to employers when daily variance reports are processed and verify policy owner information.
• Monitor suspense balances daily and clear ledger debits/credits to meet department requirements.
• Work monthly aging reports and perform group clean-ups, moving polices to home bill when appropriate.
• Involvement in designing and testing IT projects for system enhancements.

Skills

Excel proficiency

Attention to detail

Analytical thinking

Communication skills

Time management

Education

Associate degree

Job description

As a provider of voluntary, permanent life insurance benefits we are looking for people with great customer service and analytical abilities to handle our customers’ group billing. Employees in our Worksite Billing Specialist position support our worksite groups by servicing their accounts, which includes ensuring accurate group billings are created and sent, reconciliation of payment is quick and accurate, and service to their company is professionally handled. Work also includes collections, resolving complicated billing inquiries, and audits.

What's in it for you?

With us, you'll be able to achieve the work/life balance you're looking for, with a competitive compensation and benefits package. This includes hybrid remote work opportunities upon successful completion of training.

Our benefits include tuition reimbursement, professional development, 401k with company match and profit sharing, and participation in two bonus programs.

Major Responsibilities

• Schedule and provide billing statements to employer clients and process all remittances received by applying or refunding premiums to individual policies accurately.
• Communicate with employer clients, agents, TPAs and/or policy owners via phone or email to assist with any billing related items timely and thoroughly.
• Send notifications to employers when working daily variance report, and/or utilize TPA enrollment systems to verify policy owner information - all to ensure accurate billing and payroll deductions.
• Monitor suspense balances daily and work weekly departmental reports to ensure all outstanding ledger debits and credits are cleared and/or in compliance with department requirements.
• Work monthly aging report, perform regular group clean-up, move policies to home bill when appropriate, review and mail late letters or otherwise contact employers regarding past due payments.
• Involvement in designing and testing IT projects for system enhancements.

Required Qualifications

• Banking or financial experience with basic understanding of debits and credits, basic mathematical computations with high degree of accuracy, and basic understanding of accounting.
• Strong written and oral communication skills in order to correspond effectively with employer clients, agents, TPAs and policy owners via phone and email and/or in person.
• Strong Excel skills.
• Attention to detail and strong analytical skills.
• Critical thinking, problem solving and ability to prioritize multiple tasks while facing deadlines, maintaining accuracy and ensuring compliance with policies and procedures.
• Ability to work collaboratively in a group or independently with little oversight.
• Self-motivated and enjoy a fast-paced working environment.
• Able to successfully pass a background screening.

Required Education / Certifications

• Associates degree or equivalent experience.

Location of Position

• 900 Washington Avenue, Waco, Texas

Working Conditions

• Employees must be able to work December of each year, excluding company scheduled holiday time off.
• Office environment

Base salary/hourly rate range for this position in Texas is between $32,000 and $36,000. Please note that specific compensation decisions are based upon a variety of job-related factors as permitted by law, including geographic location, credentials, skills, education, training and experience.

Texas Life is an Equal Opportunity Employer

Texas Life Insurance Companystrives to attract, develop, and retain a diverse workforce.

We are committed to providing an inclusive and accessible work environment where all associates feel valued, respected, and supported.

Our commitment to inclusivity is reflected in the safeguards, policies and commitments we have in place to remove barriers and provide equal opportunities to prospective and current associates, without discrimination.

A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about accommodation will be treated as confidential.