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.
