Special Account Analyst

October 15

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Engle Martin

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Property Loss Adjusting • TPA/Claims Management • Inland Marine & Transportation • Large Loss & Complex Claims Adjusting • Casualty Claims Adjusting

501 - 1000

Description

• The Special Account Analyst is responsible for the completion of various customer billing processes that require submission in Third-Party billing systems, a subsequent requirement to be paid. • Completes invoice submissions to multiple Third-Party billing systems according to contract requirements. • Calls and/or emails clients regarding unpaid balances; ensures all clients have been contacted regarding outstanding balances in accordance with Collections Guidelines. • Ensures completeness and accuracy of billing information for clients and communicates any billing changes to leadership. • Analyzes and reviews deductions and non-payment items, as well as make appeal recommendations in various systems. • Researches and understands contract billing and pricing; processes voids and rebills as necessary. • Pulls payment information out of company accounting systems; identifies duplicates or overpayments and provides information to external contacts. • Processes write offs according to company guidelines to eliminate outstanding aging AR. • Reduces bottlenecks in the billing process with training and sharing knowledge. • Corresponds with specific clients for payment of outstanding AR. • Ensures timely resolution of customer disputes and maintains thorough and accurate documentation of customer issues; escalates applicable situations to leadership. • Provides reporting analysis and summary to leadership team regarding account status and any client assistance needed, helping to recommend improvements aimed at reducing future occurrences. • Professionally attends meetings with internal and external parties, showing presence, and can accurately respond to varying questions. • Performs other duties and projects as needed or assigned. • Participates in ongoing education, training, and development efforts to maintain and enhance skills as assigned or approved. • Upholds the values of Engle Martin and Our Foundation.

Requirements

• Three to five years of progressively responsible, relevant experience • Proficient to advanced skills in Microsoft Word and Excel, including the creation and navigation of complex spreadsheets • Thorough, diligent, and detail-oriented • Excellent time management skills with the ability to prioritize consistently • Critical thinking and problem-solving skills • Ability to reconcile, research in a timely manner • Ability to work independently and multi-task in a fast-paced environment • Commitment to customer service • Ability to quickly learn and become proficient in multiple internal platforms • Understanding of contractual language • Effective verbal and written communication skills • Basic mathematical skills; fundamental accounting skills preferred • Compatible with organization culture and values of compassion, respect, integrity, teamwork, adherence to standards of ethical behavior and professional conduct