Direct Billing Specialist

Who we are:

eFlexervices is a BPO company with a legacy spanning 24 years. Weve honed our craft in providing exceptional quality and building unshakable trust. At eFlex, were not just a BPO company – were your partners in success. Our approach is all about finding the perfect match between talent and the organizations we support. Were not just investing in our work but in people, optimizing performance, and maximizing efficiency. We are all about exceptional quality and unwavering trust.

What we are looking for:

Are you ready to take your expertise to the next level? At eFlexervices, were not just hiring for a Direct Billing Specialist– were empowering your talent to deliver quality and performance. Join us in shaping the success and making an impact that truly matters.

The Direct Billing Specialist will be crucial in analyzing direct billing operations. You will be responsible for processing direct billing transactions, analyzing data, and ensuring accuracy and compliance. You will collaborate closely with various internal teams, including Account Managers, Insurance Carriers, and Finance, to streamline the direct billing processes and maintain exceptional client satisfaction. This position requires a strong analytical mindset, excellent communication skills, and a deep understanding of direct billing practices.

What you’ll be doing:

1. Direct Billing Process:

• Pull Carrier Statements for commission deposits daily.
• Prepare daily deposits of checks received in Lockbox.
• Process/verify all Personal Lines automatic feeds of revenue into Epic.
• Ensure revenue is recorded accurately by preparing month-end reconciliations to tie out Revenue booked in Epic to funds received in the Bank.
• Adhere to standardized procedures and guidelines for direct billing activities.
• Demonstrate expertise in department software tools (Comulate, etc.)
• Assist on the roll-out of acquisitions to ensure a smooth transition of Cash Receipts/ Direct bill reconciliation into Epic for acquired entities.
• Process return commission checks to carriers weekly.
• Collaborate with cross-functional teams on the billing disputes process.

1. Process Improvement:

• Continuously evaluate existing direct billing processes and systems to identify areas for improvement.
• Recommend process enhancements to drive operational efficiency and increase accuracy.
• Perform regular audits and quality checks on direct billing transactions to ensure accuracy, completeness, and compliance with established standards.

Qualifications and Requirements:

• Bachelors degree in finance, accounting, business administration, or a related field.
• Minimum of 3 years of experience in insurance billing, preferably within a brokerage or agency environment.
• Strong knowledge of insurance policies, premiums, and billing procedures.
• Proficient in using billing software and tools, with a good understanding of accounting principles and systems.
• Excellent attention to detail and ability to analyze complex billing data accurately.
• Strong communication skills, both written and verbal, with the ability to interact effectively with clients and internal stakeholders.
• Proven ability to multitask, prioritize work, and meet deadlines in a fast-paced environment.
• Exceptional problem-solving skills and the ability to resolve billing issues efficiently.
• Strong organizational and time management skills.
• Proficient in Microsoft Office Suite, particularly Excel.
• Must be able to meet tight deadlines, with attention to detail.
• Can work under pressure and independently with minimal supervision
• Must maintain a positive attitude and sense of humor!

These are practices that represent our unique employee culture.

• Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
• Do Good – This is our core. We strive to do good for our clients, our company and our communities.
• Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
• Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
• Answer The Phone (And Email) – Be available and responsive to clients and colleagues.
• Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
• Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.

Benefits and Perks:

At eFlex, were not just a workplace – were a community of playmakers, committed to fostering growth, learning, and personal connections. Heres whats in store for you:

• Living Our Values: We dont just talk the talk; we walk the walk. From learning and personal growth to caring deeply about our team and clients, our values are the compass guiding our vibrant workplace.

• Competitive Compensation: Your hard work deserves recognition. Enjoy a competitive salary and benefits package, including comprehensive HMO coverage and optical reimbursements.

• Flexible Work Options: Work your way! If youre outside Baguio City, embrace a permanent work-from-home setup. For those within Baguio, our hybrid work model offers the best of both worlds.

• Wellness Matters: Recharge and refresh! Our flexible vacation and sick leaves empower you to prioritize your well-being, ensuring a healthy work-life balance.

• Pathways to Success: Your journey with us is brimming with growth opportunities. Were dedicated to nurturing your career and supporting your rise through the ranks.

Ready to embark on an enriching journey? Join the eFlex family and experience a workplace that values your individuality and success. Lets thrive together!