Billing Specialist (Remote)

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2024 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Billing Specialist will report to the Manager, Fee Support in the R&C Operations. This role is responsible for billing, payment processing, and maintenance of Annual Account Fees on all client accounts supporting multiple billing frequencies. The Administrator will ensure accurate and timely collection of fees. The ideal candidate will have good time management skills, be able to prioritize work and provide timely feedback to Team Lead and Manager. Through verbal and written communication, the incumbent will need to develop, strengthen, and maintain a positive relationship with all internal departments.• Process credit card, ACH, invoices and direct debit billing transactions • Complete daily processing of collecting fees including, posting of checks, wires and ACH transactions• Manage client advisor billing and maintenance• Review and process high volume of client account fee waivers• Research and respond to inquiries via emails, instant messages, phone calls, scanned documents and case resolution within our CRM system• Review of daily scanned documents in our imaging system• Communicate regularly with multiple internal departments and business partners• Record important notes and supporting documentation within the client account portal• Daily balancing reports and numerous monthly fee reconciliation audits• Maintenance of client accounting records with new or updated payment method and/or client contact information changes• Credit card management• Extensive research and review of account discrepancies• Effectively communicate and utilize sound judgement to escalate issues that may require intervention of the Team Lead or Manager• Assist in the development and revision of policies and procedures with emphasis on internal controls• Ensure that all processing consistently meets established service levels, policies and procedures and done with a high degree of accuracy• Other duties and projects as assigned
Typical schedule for this position is Monday to Friday from 8 a.m. CT to 5 p.m. CT.
Preferred Qualifications
Years of Experience: • 3-5 years of experience . Degree: • Bachelor's Degree in Business, Finance, or related field . Certification: N/A . Skills & Abilities: • Proactive and analytical. Able to problem-solve and propose resolutions • Possess the ability enter data and perform duties quickly, efficiently and accurately• Proficiency with Microsoft Office Suites - Excel, Word (including mail merge) and Outlook• Strong verbal and written communication skills • Proven ability to prioritize, and complete assignments within specified timelines• Detail-oriented, organized and dependable • An optimistic team player with a consistently positive and flexible attitude • Working knowledge of trust accounting systems, retirement accounts, IRAs, and alternative assets a plus • IRA/IRS rules and regulations knowledge and experience a plus• Ability to have reliable internet service in an effort to work efficiently in a remote environment
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.