FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
The Billing Support Specialist is responsible for resolving customer billing, cash application, and collection problems. This position will report to the Billing Support Manager.
Section 2: Job Functions, Essential Duties and Responsibilities
- Provides clear communication and customer service on all billing, payment, and collection related issues to external customers and internal business partners.
- Investigates, analyzes, and resolves billing and payment discrepancies
- Presents oneself as a positive role model to the company and customers.
- Adheres to all department and company policies and procedures.
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
- Assist with other tasks and projects as assigned
Supervision
- N/A
Section 3: Experience, Skills, Knowledge Requirements
- Associate degree or equivalent work experience.
- 2+ years of accounting and/ or customer service experience is preferred.
- Knowledge of basic accounting
- Strong client interface and verbal & written communication skills
- Detail oriented with strong organizational and time management skills
- Strong interpersonal skills with internal and external clients
- Ability to handle multiple priorities and meet deadlines
- Ability to work independently as well as with a team in a fast-paced environment
- Working knowledge of Microsoft Office Suite and experience with technology
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
