Financial Services Admin II

Financial Services Admin II 

The Financial Services Admin II is responsible for the billing resolution, invoice upload and invoice rejection resubmissions of client AR within an assigned portfolio of accounts and invoices.   Incumbents will serve as the primary point of contact of Insight finance department.  This position will report to the Supervisor of Financial Services.   

WORK PERFORMED 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Manage an assigned portfolio of client AR for Portal upload and Credit Re-Bill requests. 

• Ability to successfully meet client Portal billing requirements. 

• This Role portfolio is primarily made-up larger clients with special handling of portal EDI invoice rejections.  These accounts require a more experienced Admin who can perform their daily tasks with minimal supervision.  Resolution to issues is generally more complex and requires good problem-solving skills.   

• Call/E-Mail internal client to get resolutions on issues on the invoices to ensure timely manner on billing of invoices. 

• Provide required billing resolution for assigned Credit Re-Bill portfolio/ Worklists. 

• Must be able to complete assigned tasks in a specified time frame.   

• Email Insight internal customer to get clarification or approval on the request based on the approval Matrix. 

• Keep detailed record/status of their ongoing Portal upload efforts and Credit Re-Bill request. 

• Monitor the FSA mailbox and review the assigned Credit Re-Bill request. 

• Must be able to effectively communicate with clients and fellow Insight teammates. Must meet SLA’s (Service Level Agreements) within Insight internal clients.  

• Must maintain their portfolio goals aligned to departmental insight Global standards. 

• Notify FSR if they experience any difficulties in uploading invoices to portal to make some adjustments or recommendations on how to proceed. 

• Sort and file correspondence. 

• Other duties as assigned. 

MINIMUM REQUIREMENTS 

Education and/or Experience:  

High school diploma or general education degree (GED).   Some college education preferred. 

Six months to 2 years previous Collection, Admin, Billing and Disputes experience required; or equivalent combination of education and experience. Preferably experience supporting or working in Billing Portal and Client Credit-Rebill Disputes Resolutions. 

KNOWLEDGE, SKILLS, AND ABILITIES 

Ability to read, analyze, and interpret general business/ professional journals, technical procedures, or regulations.  Ability to write basic reports and business correspondence.  Must possess the ability to effectively present information and communicate, both orally and in written form, with clients and fellow Insight teammates. Must possess basic knowledge of Billing Portal, Collection procedures, and Client Disputes Resolutions procedures. 

Ability to develop rapport and drive customer service within the Insight internal clients. Must be able to complete assigned tasks in a specified time frame. Must be able to effectively communicate with clients and fellow Insight teammates. Must meet SLA’s (Service Level Agreements) with sales and clients.  Must maintain their portfolio workload or predetermined departmental standards.  

WORK ENVIRONMENT 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

• Moderate noise (i.e. business office with computers and printers, light traffic) 

• Ability to work in a confined area 

• Ability to sit at a computer terminal for an extended period of time 

PHYSICAL DEMANDS 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

• While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone keyboard reach, stoop kneel to install computer equipment 

• Specific vision abilities required by this job include close vision requirements due to computer work.