Billing Analyst is responsible for accounts receivable and client billing
analysis. Responsibilities include, but are not limited to:
- Perform timely and accurate
posting of cash receipts by way of Lockbox, ACH and Wire Transfers.
- Prepare monthly insurance
carrier bills and payments along with the underlying remittance.
- Prepare detailed
reconciliations, comparing carrier system detail to bswift.
- Partner with Implementation and
Client Service teams to implement new clients.
- Manage internal and external
inquiries regarding billing and accounts receivable.
- Continuously work with the team
to improve the processes, workflow, and controls and maintain/manage
- Two or more years of experience
in accounting processes
- Benefits, Carrier or Broker
- Experience with reconciling
- Strong Microsoft Excel skills
(V-Lookup, Pivot Tables, etc.)
- Familiarity with internal
controls processes, preferably SOX compliance
- Strong communication skills,
ability to be client-facing
- Strong understanding of
- Self-starter with a positive
personality who can contribute to the bswift culture
- Bachelor’s Degree in Finance or
Additional Job Information
person will be responsible for handling payment application for one of our
clients, they will be focused on the processing of carrier payments for their
other four clients. The payment application is limited to one
client. For this one client, we handle invoicing to their 2,000
locations, and in turn, manage the incoming funds / payment
Payments is our primary function as a team. We run bills in our bswift
system, perform a number of audits / reconciliations, and using Excel, prepare
a summary of amounts due to each of the client's carriers. Once the
client approves, and funds our billing bank account, we in turn make payments
to each of their carriers.
role deals primarily with determining premium payments, attention to detail
(and organization) is crucial. We must be 100% error free.
one payment application client, we are using a new billing system specific to
this client, the billing system: Certifi. New system implemented
11/1/2018. This system automates much of the payment process. We
systematically import and apply the client lockbox checks and ACH
payments. I add this note to highlight the automation, versus a manual