Client Coordinator

4 weeks ago


Burlingame, United States TridentCare Full time

TASKS AND RESPONSIBILITIES:

Complete timely collection activity on aged accounts receivables.

Prepare, edit, submit account billing, collections, and corrections in accordance with customer contract and associated documents.

Ensure all invoices are transferred to the client accurately according to the timeframe set forth in the contract.

Driving excellent customer care through key performance indicators with calls, emails, and client meetings to educate and resolve issues.

On average complete a minimum of account interactions daily, on a monthly basis.

Coordinate with billing and sales to resolve billing and contractual issues.

Provide clients, sales, quality department and executive team with AR reports as requested.

Review and analyze accounts to determine risk of suspension from nonpayment of services.

Ensures assigned tasks are performed accurately and efficiently.

Coordinate with sales, client billing and quality departments to resolve billing issues.

Attend meetings as assigned and be prepared to speak on the status of your accounts in full detail.

Respond to verbal and written client inquiries regarding account status within a timely manner.

Resolve account discrepancies, prepare adjustments and refunds for approvals as

Maintain accurate contact information and complete records concerning billing and collection activity on all

Provide complete transparency around book of business to ensure supervisor and manager are aware of issues which may prevent timely payments.

Perform all other tasks as assigned to support the goals of the

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 frequently required to talk and to hear. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus. Employee must have internet access to perform job duties.



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