Field(s): Customer Success & Support ⋅ Sales & Account Management
Workplace Type: Remote
Job Description
SUMMARY OF JOB PURPOSE:
The Special Account Analyst is responsible for the completion of various customer billing processes that require submission in Third-Party billing systems, a subsequent requirement to be paid. This position will learn all applicable Third-Party billing systems, as well as automation functionality, allowing for cross training and back up purposes.
PRIMARY JOB RESPONSIBILITIES:
Completes invoice submissions to multiple Third-Party billing systems according to contract requirements.
Calls and/or emails clients regarding unpaid balances; ensures all clients have been contacted regarding outstanding balances in accordance with Collections Guidelines.
Ensures completeness and accuracy of billing information for clients and communicates any billing changes to leadership.
Analyzes and reviews deductions and non-payments items, as well as make appeal recommendations in various systems.
Researches and understands contract billing and pricing; processes voids and rebills as necessary.
Pulls payment information out of company accounting systems; identifies duplicates or overpayments and provides information to external contacts.
Processes write offs according to company guidelines to eliminate outstanding aging AR.
Reduces bottlenecks in the billing process with training and sharing knowledge.
Corresponds with specific clients for payment of outstanding AR.
Ensures timely resolution of customer disputes and maintains thorough and accurate documentation of customer issues; escalates applicable situations to leadership.
Provides reporting analysis and summary to leadership team regarding account status and any client assistance needed, helping to recommend improvements aimed at reducing future occurrences.
Professionally attends meetings with internal and external parties, showing presence, and can accurately respond to varying questions.
Performs other duties and projects as needed or assigned.
Participates in ongoing education, training, and development efforts to maintain and enhance skills as assigned or approved.
Upholds the values of Engle Martin and Our Foundation.
REQUIRED EDUCATION & EXPERIENCE:
Three to five years of progressively responsible, relevant experience
Desired Knowledge, Skills & Abilities:
Proficient to advanced skills in Microsoft Word and Excel, including the creation and navigation of complex spreadsheets
Thorough, diligent, and detail-oriented
Excellent time management skills with the ability to prioritize consistently
Critical thinking and problem-solving skills
Ability to reconcile, research in a timely manner
Ability to work independently and multi-task in a fast-paced environment
Commitment to customer service
Ability to quickly learn and become proficient in multiple internal platforms
Understanding of contractual language
Effective verbal and written communication skills
Basic mathematical skills; fundamental accounting skills preferred
Compatible with organization culture and values of compassion, respect, integrity, teamwork, adherence to standards of ethical behavior and professional conduct
WORKING CONDITIONS: Work is generally performed in a typical office environment while adhering to updated OSHA and CDC guidelines and best safety practices, with limited exposure to harsh weather conditions, loud internal or external noise, fumes, or significant temperature changes.
PHYSICAL ACTIVITIES AND REQUIREMENTS:
Work requires light lifting (10 – 20 lbs.), standing, walking, stooping, kneeling, reaching, fingering (keyboarding) and repetitive hand motion, grasping, talking, and hearing at normal speaking levels. Work requires visual acuity to read and prepare data and figures, type words and numbers, view information on a computer terminal, read, operate office machines, and determine the accuracy and thoroughness of work.
The above is intended to describe this job's general requirements. It is not to be interpreted as a complete statement of duties, responsibilities, or physical requirements. This job description does not restrict our manager’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions and receive other benefits and privileges of employment in accordance with applicable law.
Engle Martin is an Equal Employment Opportunity (EEO) employer. We are committed to building, growing, and sustaining a diverse and equitable workforce while promoting Our Foundation and core values. We embrace a welcoming culture that celebrates diverse talent, individual identity, different points of view and experiences. We support, respect and value every individual’s unique opinion, beliefs and abilities to better serve our clients, trading partners, workforce, and communities.