Accounts Receivable & Invoicing Specialist at Healthplanone in Trumbull, Connecticut

Job Description:

HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today.



The Accounts Receivable & Invoicing Specialist is responsible for monitoring and managing accounts and billing as well as following up with any customer or supplier with outstanding payments. The Accounts Receivable & Invoicing Specialist will help process, track, and record payments in an accurate, efficient and timely manner.



Supervisory Responsibilities:

• None

• Gather and verify data needed to initiate invoices in Workday


• Maintain accounts receivable records to ensure aging is up to date, and credits and collections are applied


• Obtain primary financial data for accounting records at the request of the VP Accounting Operations and others as needed


• Assist in monthly close process by ensuring all invoicing has been completed for the period. This includes maintenance and submission of a monthly A/R checklist


• Work with customers to resolve billing differences, terms of payment, and any other discrepancies


• Continuous evaluation of current policies and recommendations for process improvements


• Manage priorities and meet deadlines including the monthly close timeline


• Work closely with leadership on accounts receivable aging, and payment disputes/issues


• Handle sensitive information in a confidential manner


• Work collaboratively with employees across departments to ensure all invoices are entered and accounted for


• Work closely with the accounting and finance department


• Perform other related duties and ad-hoc queries

• High school diploma or equivalent


• 2-3 years of experience with collections, invoicing and/or accounts receivable


• Experience with general accounting software usage


• Proficient with Excel


• Strong communication skills, both oral and written

• College degree with focus in Accounting, Finance or related field


• Experience with Workday

• Prolonged periods of sitting at a desk and working on a computer, typically in a cubicle environment (constant noise, fluorescent overhead lighting)