Billing Specialist

1 week ago


Sioux Falls, United States IRA Financial Full time
Job DescriptionJob Description

Job Overview

IRA Financial is a leading provider of self-directed IRA services. We empower individuals to take control of their retirement investments, especially those interested in alternative assets. The Billing Specialist is responsible for contributing to and ensuring the operational success of the billing department. They will be responsible for accurately processing billing invoices, ensuring timely payment collections, resolving billing discrepancies, and maintaining comprehensive billing records. This role requires strong attention to detail, organizational skills, and proficiency in billing software and financial systems.

Job Structure Details

  • On-Site
  • Full Time
  • Hourly/Non-exempt
  • Monday-Friday Daytime, because we want your weekends free for your family and friends

Benefits

  • Health, Dental, Vision Insurance (Premium-Free Employee-Only Option Available)
  • 401(k) Employer Contribution of 4%
  • Paid Time, Sick Time, Volunteer Time and Birthday Time Off
  • Parental Leave
  • 30-Minute Paid Lunch
  • Catered lunch every Monday
  • Monthly 15 minute massage

Responsibilities & Duties

  • Generate and distribute accurate billing invoices to clients in a timely manner.
  • Address billing inquiries and concerns from clients in a professional and timely manner.
  • Reconcile billing statements and resolve any discrepancies or issues.
  • Maintain organized and up-to-date billing records, including invoices, payments, and customer information.
  • Ensure compliance with company billing policies, as well as local, state, and federal regulations.
  • Contact clients with overdue accounts via phone, email, or mail to negotiate payment arrangements and facilitate debt resolution.
  • Negotiate payment plans and settlements with clients based on their financial situations and organizational policies.
  • Identify opportunities for process improvements and efficiency in billing process and procedures.
  • Other tasks as assigned by management.

Qualifications & Requirements

  • A high school diploma or equivalent is required.
  • Knowledge of billing principles and practices.
  • Previous experience in billing, accounting, or finance is a plus.
  • Proficiency in Microsoft Office Suite, particularly Excel.
  • Previous experience in QuickBooks Online is a plus.
  • Strong verbal and written communication.
  • Ability to work independently and collaboratively in a team environment.


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