Worksite Billing Specialist

$32,000 - $36,000/Yr

Wilton Re - Waco, TX

Full-time - Entry Level

Remote - Waco, TX

About the position

The Worksite Billing Specialist position at Texas Life Insurance Company involves managing group billing for employer clients, ensuring accurate billing statements, and providing excellent customer service. This role requires strong analytical skills and attention to detail to handle billing inquiries, collections, and audits while maintaining compliance with company policies. The position offers a hybrid work environment after training, promoting a healthy work/life balance.

Responsibilities

• Schedule and provide billing statements to employer clients and process all remittances received by applying or refunding premiums to individual policies accurately.
• Communicate with employer clients, agents, TPAs, and/or policy owners via phone or email to assist with any billing-related items timely and thoroughly.
• Send notifications to employers when working daily variance report, and/or utilize TPA enrollment systems to verify policy owner information to ensure accurate billing and payroll deductions.
• Monitor suspense balances daily and work weekly departmental reports to ensure all outstanding ledger debits and credits are cleared and/or in compliance with department requirements.
• Work monthly aging report, perform regular group clean-up, move policies to home bill when appropriate, review and mail late letters or otherwise contact employers regarding past due payments.
• Involvement in designing and testing IT projects for system enhancements.

Requirements

• Banking or financial experience with basic understanding of debits and credits.
• Basic mathematical computations with a high degree of accuracy.
• Strong written and oral communication skills to correspond effectively with employer clients, agents, TPAs, and policy owners.
• Strong Excel skills.
• Attention to detail and strong analytical skills.
• Critical thinking, problem solving, and ability to prioritize multiple tasks while facing deadlines.
• Ability to work collaboratively in a group or independently with little oversight.
• Self-motivated and enjoy a fast-paced working environment.
• Able to successfully pass a background screening.
• Associates degree or equivalent experience.

Benefits

• Tuition reimbursement
• Professional development
• 401k with company match
• Profit sharing
• Participation in two bonus programs