Accounts Receivable Operations Coordinator

This position will be hybrid out of the Cherry Hill, NJ office (onsite for first several months before moving to hybrid). It is not a remote position.

The Accounts Receivable Operations Specialist will perform critical day-to-day billing management of accounts for Benefit Consultants Group (BCG) and agents. This includes but is not limited to invoicing, payment application, account monitoring/reconciliation, execute on multiple workflow processes, and resolution to billing inquiries in an accurate and timely manner. Ensure compliance of all accounting processes and corporate controls (SOX, SOC-1, SEC and FINRA regulations).
Responsibilities and Objectives

•  Prepare and execute daily billing management processes for BCG, schools, and agents to keep organization on track, on time and in good standing with our valued clients
• Prepare, create, and generate invoices/statements utilizing fee schedules, billable items, third-party administrator, and service/plan termination documents
• Daily tracking and processing of all incoming payments, bank rejections, issued credits and/or discounts
• Prepare monthly and quarterly reports in support of additional fee billing (i.e., distribution and paper statement fees, rebates, etc.)
• Perform and/or assist in required monthly account balancing/reconciliation of established draft cycle processing
• Ensure daily review and execution of all established workflow processes (i.e., new client, assignment of billing cycles, 5500 authorization and verification)
• Assist in money movement and/or ACH from operational accounts on third party platforms (i.e., Mid-Atlantic Trust and MATRIX)
• Assist in preparation of monthly accrual and year end reporting
• Routine maintenance of cycle codes/recurring billing spreadsheets for cyclical billing
• Review, research and provide detailed resolution to all billing inquiries and/or requests including but not limited to emails and call center tickets in a timely manner
• Review, research and provide support documentation for specialized plans
• Assist with the review and support of executing on aging accounts
• Communicates discrepancies, complies with all accounting and corporate controls (SOX, SOC-1, SEC and FINRA regulations)
• Interacts in a cooperative and professional manner with all levels of employees, customers, and vendors in person, on phone, via email and written correspondence
• Identify, submit, and effectively communicate any hardware, software or access issues utilizing the appropriate IT tools as well as to leadership
• Perform and/or assists in special assignments from management, support division and corporate initiatives
  

Required and Preferred Skills

• Bachelor’s degree in finance, accounting, or equivalent experience
• Two to three years successful work experience in an accounts receivable position or equivalent operations/office work experience required
• Familiarity with Workday and SAGE 100 preferred
• Understanding of basic principles of finance, accounting, and bookkeeping
• Strong Microsoft Office skills in particular Excel, Outlook, and Word
• Strong verbal and written communication skills
• Strong mathematical skills
• Superb time management, highly detail oriented and self-starter
• Ability to work collaboratively as well as independently depending on the task/assignment
• Must be able to work additional hours as necessary

Pay Range:

$22.31 - $32.91/hour

Salary is commensurate to experience, location, etc.

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