Job Summary: The Workplace Benefits Billing Supervisor is responsible for the coordination and management of the voluntary benefits products billing and collections including policies and procedures. The supervisor would assist in the design of workflow between the Workplace Benefits functional teams, billing procedures, and reporting of all related receivable activity. Including: collections, auditing, and key metrics. The supervisor would select and train new hires, perform evaluation of staffs performance and all other management responsibilities of the billing unit. In addition, the supervisor would provide oversight of billing and collection functions of external third-party administrators (TPAs) performing those functions for Wellfleet Workplace Benefits. The ideal candidate will have a thorough knowledge and understanding of the voluntary benefit products as they relate to finance including billing, procedures, and knowledge of commission process and procedures preferred.
Bachelors degree in Finance, Accounting or related field is preferred
Voluntary employer benefits insurance industry billing experience is required
Demonstrated customer service excellence with the ability to build productive relationships with internal and external customers, resolve issues and build customer loyalty
Strong supervisory skills that regulate productive activities through the coordinated use of material, resources and human capital
An advanced knowledge of billing procedures and systems related to voluntary benefits required
Must have strong management and organizational skills with the ability to multi-task and handle a heavy workload in order to be able to fulfill all the roles on the team.
Must be very detail oriented with excellent communication skills and proficiency in related software systems
An advanced level of knowledge of insurance billing platforms, with a preference in EIS policy admin software
Essential Job Duties and Responsibilities:
Coordinate and assign tasks to team members
Tracks progress of work within the department to ensure deadlines are met
Maintain awareness of current workload and any backlog, recommends staff changes as needed
Assists in hiring and selection of qualified candidates, trains, evaluates and monitors progress of team members
Research and respond to customers by phone, email or other forms of communication
Research issues and concerns and escalate to appropriate parties to determine resolutions and follow up to ensure a response is given in a timely fashion
Hold staff meetings to share updates, discuss any workflow or procedural changes and motivate staff members to focus on continuous quality improvement initiatives and customer service excellence
Ensure finance personnel are following workflows, procedures and document any related system problems, and develop proposed solutions
Assist other team members outside of the department when issues arise involving financial transactions such as premium billing discrepancies, cancellation notices, duplicate bills, etc.
Review random finance transactions by team members for the purpose of quality control
Tracks paid time off (PTO) and monitors attendance according to company policies for team members
Develops and monitors job descriptions and assigns work to the team
Formulates performance standards, conducts evaluations and initiates performance improvement plans and progressive disciplinary action including termination if necessary
Implement continuous improvement processes to the billing experience in order to reduce costs and enhance customer experience
Other duties as assigned.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
Reporting to: Accounting Manager