Billing Specialist at Pinecrest Consulting in Dallas, Texas

Posted in Other about 15 hours ago.

Type: full-time





Job Description:

About Pinecrest Consulting:

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.
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