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Billing Portfolio Coordinator

1 month ago

Kansas City, Missouri, United States Aon Full time
Job Title: Billing Portfolio Specialist

Aon is seeking a highly skilled Billing Portfolio Specialist to join our team. As a key member of our Aon Rewards Solutions subdivision, you will play a critical role in supporting our clients by delivering innovative and effective solutions.

Key Responsibilities:
  • Provide financial and advisory support to a team of Associates Partners/Directors, including data entry, analytical, and logistical matters.
  • Serve as the liaison between consultants and CIS to ensure invoice accuracy.
  • Review, edit, and finalize monthly invoices for project managers.
  • Ensure all projects are invoiced fully in a timely manner.
  • Work with the contract team to establish correct set up of project codes and track processing.
  • Monitor contract end dates and reach out to project managers regarding necessary updates.
  • Handle client-specific issues, such as purchase orders, vendor forms, and payment information.
  • Monitor revenue delayed by unsigned contracts.
  • Monitor and follow up on client account receivables as directed by leadership.
  • Manage the status of accounts and balances and identify any inconsistencies.
  • Meet with project managers to determine invoicing/project requirements.
  • Maintain a flexible approach and attitude towards assisting others.
  • Self-directed prioritization of work and projects.
Requirements:
  • Associates or bachelor's degree or equivalent relevant work experience.
  • Minimum 3 years in an administrative or operations role preferably within the financial industry.
  • Strong Microsoft Office skills are a must.
  • Attention to detail with strong analytical and organizational skills.
  • Strong communication skills (both written and verbal).
  • Ability to work well under pressure to meet tight deadlines; prioritize multiple projects; and actively work through problems.
  • Good work ethic and ability to work as part of a team and flexible to changing business needs.
  • Possesses the drive to continually learn and improve.
  • Positive attitude while working with a group of divergent personalities in a demanding and deadline-oriented environment.
About Aon:

Aon is a global professional services firm that provides a range of services, including risk management, insurance, and human capital consulting. We are committed to creating a diverse and inclusive work environment that allows our colleagues to thrive and grow.

In addition to our comprehensive benefits package, we offer a range of flexible working arrangements, including Smart Working, which allows you to manage your wellbeing and work/life balance. We also offer two Global Wellbeing Days per year, encouraging you to take time to focus on yourself.