At Pinecrest Consulting, we're more than just a team; we're a community. Recently ranked the #1 Top Workplaces among small businesses by the Dallas Morning News, we pride ourselves on a culture that fosters growth, innovation, and a deep sense of commitment to our clients. As a group health insurance brokerage, we specialize in managing the health insurance needs of employers and their employees, ensuring that both coverage and payroll are seamlessly integrated. We are seeking a talented Billing Specialist to join our all-star team and contribute to our ongoing success.
About the Role:
As a Billing Specialist for our team, your primary responsibility is to provide exceptional service to our clients by ensuring a smooth and efficient billing process. To excel in this role, you need strong communication and organizational skills and the ability to connect with clients in a timely, professional, and friendly manner.
What You'll Do:
Prioritize customer service by responding to inquiries from internal and external customers in a professional and timely manner.
Manage Monday and Google Sheets to ensure the team and clients stay up to date.
Process client payments, ensuring all transactions are accurately recorded.
Ensure client billing information is up-to-date and correctly documented in internal systems.
Keep detailed records of all client interactions related to billing.
Investigate and resolve client disputes or discrepancies related to invoices or payments.
Provide clients with clear instructions or resources on payment methods and billing policies.
Assist clients in understanding IRS notices or related correspondence.
Ensure all billing activities comply with company policies and relevant regulations.
Have experience communicating with clients via phone and email (this is VERY important).
What We're Looking For:
Strong communication skills, both verbal and written, with a proven track record in client relations.
Proven experience managing billing processes, including creating, sending, and tracking invoices.
Familiarity with reconciling accounts, handling disputes, and ensuring accurate client payment records.
Excellent organizational skills and attention to detail.
Proficiency in computer systems and relevant software.
A team player committed to fostering a positive and collaborative work environment.
Why Join Pinecrest Consulting?
Be part of a community-oriented culture that values each employee's contribution.
Opportunities for professional growth and development in a dynamic industry.
Competitive compensation and a robust benefits package.
Work at a company recognized for its exceptional workplace environment.
Apply Now:
If you're passionate about client relations and looking for a rewarding career with a top-rated company, we would love to hear from you! Click "Apply" to submit your resume and cover letter.