_{01st May, 2025}

***Posted on 5/1/2025 ***

Overview of the Client Services Billing Analyst

The Customer Service Specialist provides 1st level support to agents and policy holders regarding billing inquiries, claim reporting, coverage questions, policy changes, etc.
 
Schedule for the Client Services Billing Analyst

• Training will start at 8:00am to 4:30-5:00pm for the first few weeks
• Hours will shift towards 9:30am to 6:00 pm or 10:30 am to 7:00 pm, TBD. 
• Hybrid/WFH scheduling after 6 months (2 days WFH, 3 in office, which flips every other week).

Duties of the Client Services Billing Analyst

**60-70% phone work so must be comfortable being on the phones**

• Respond to calls and emails from policy holders (all businesses) and the sales brokers regarding questions on all direct billing i.e., how much do I owe?, I need to make a payment, breakdown of premiums and what is covered.
• Changes to policies and factoring how to premium changes affect coverage
• Account summaries & payment histories
• Changing payment plans
• Processing refund checks
• Will also help with basic tech support issues such as login issues, password resets, website navigation assistance, browser issues, etc.  

Requirements for the Client Services Billing Analyst

• Bachelor's degree required
• Excellent oral and written communication & customer service with all levels of the organization and with agents
• Must be able to organize time and resources and handle multiple high priorities Must be able to work independently and, in a team, setting
• Accuracy and strong detail-orientation skills are required
• Math aptitude
• MS Office Proficiency
• Must also be comfortable doing math on the fly as they will have to give premium breakdowns while on calls

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