Sr. Operations Specialist

Overview

The organization is seeking an Operations Analyst to perform client accounting and reporting functions across multiple systems. This role operates under general supervision and involves auditing, researching, reconciling data variances, and supporting weekly reporting to help ensure efficiency within the Employee Benefits Group. Special projects may be assigned by the Director of Operations or a manager.

Responsibilities

• Assist in reviewing and correcting invoices generated in the management system and sent to clients.
• Coordinate with Client Experience and Accounting to resolve invoice differences when needed.
• Determine whether invoiced amounts match the applicable schedule.
• Create invoices for installment payments and send them to clients, or provide instructions to an Operations Analyst for invoicing in Epic.
• Review to confirm billing accuracy.
• Participate in document review with the team to create high-quality, accurate workflows, documents, and reports.
• Research items requested by Client Experience that relate to invoicing or service aspects of the management system.
• Work on and supervise reconciliation of direct bill discrepancies.
• Complete additional tasks assigned by the Training & Quality Assurance Leader for a Sr. Operations Analyst to review and determine the best course of action for implementing.
• Monitor Aged Receivable reports and assist with sending statements, collections, necessary system clean-up, and activity entries.
• Support project management or document tracking by maintaining accurate records and tracking status.
• Assist with month-end tasks.
• Support reporting needs.

Requirements

• Bachelor’s Degree or 2 years experience
• Bachelor’s Degree or Technical/Trade School 5 years

Compensation & Benefits

No compensation or benefits details were provided.

Location

This position involves working with clients throughout the U.S. and abroad.