Billing Specialist

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.

PURPOSE OF POSITION

The

Billing Specialist

will work with the Billing Manager and other members on the team, being primarily responsible for processing client invoices in volume, which will entail working closely with both internal and external clients.

The ideal candidate is proactive, with strong attention to detail, accuracy and completeness and wants to be part of a growing, collaborative team, and is motivated by a positive environment.

PRIMARY DUTIES AND RESPONSIBILITIES

• Establish billing parameters upon receipt of a new or updated client contract.
• Create client invoices accurately and timely, that correspond to the terms of the contract.
• Consistently review and confirm invoice details across requisite systems.
• Apply credit memos as needed, along with ample documentation.
• Respond timely to client inquiries, internal and external.
• Track & Report A/R Aging to internal and external clients.
• Assist Collection Specialists, as needed, on aged client invoices.
• Research Discrepancies and provide audit support & schedules, as needed.