Job Description

The
Billing Analyst is responsible for accounts receivable and client billing
analysis.  Responsibilities include, but are not limited to:

Fundamental Components

• 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
  process documentation.

Background Experience

• Two or more years of experience
  in accounting processes
• Benefits, Carrier or Broker
  experience
• Experience with reconciling
  activities.
• 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
  accounting principles. 
• Self-starter with a positive
  personality who can contribute to the bswift culture
• Bachelor’s Degree in Finance or
  Accounting

Additional Job Information

While this
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
application.  

Carrier
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.

As this
role deals primarily with determining premium payments, attention to detail
(and organization) is crucial.  We must be 100% error free.  

For the
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
process.