Billing Analyst

What You Will Bring

Required Qualifications

High School diploma or equivalent work experience

1 year of billing or financial experience

Customer-oriented and sensitive to customer priorities

Ability to operate in a challenging and fast-paced team environment

Proven proficiency in MS Excel to run pivot tables

Exceptional analytical skills

Self-motivated and able to work independently

Preferred Qualifications

Associate or Bachelors degree

Billing experience within the Employee Benefits / Group Insurance industry

Ability to run pre-written queries in SQL

Prior collections team experience

Skills

Data Integrity:Knowledge of objectives terminologies and approaches of data integrity; ability to ensure the accuracy and consistency of data in various business environments.

Document Management:Knowledge of document management; ability to categorize integrate update document and distribute business information in a secure effective way.

Effective Communications:Understanding of effective communication concepts tools and techniques; ability to effectively transmit receive and accurately interpret ideas information and needs through the application of appropriate communication behaviors.

Knowledge of Organization:Knowledge of the organizations vision structure culture philosophy operating principles values and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.

Managing Multiple Priorities:Knowledge of effective self-management practices; ability to manage multiple concurrent objectives projects groups or activities making effective judgments as to prioritizing and time allocation.

About Equitable

At Equitablewerea team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking working and leading differently where everyone is a leader. We encourage every employee toleveragetheir unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth internal mobility comprehensive compensation and benefits to support overall well-being flexibility and a culture of collaboration and teamwork.

We are looking for talented dedicated purposeful people who want to make an impact. Join Equitable and pursue a career with Careers at Equitableto learn more.

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Equitable is committed to providing equal employment opportunities to our employees applicants and candidates based on individual qualifications without regard to race color religion gender gender identity and expression age national origin mental or physical disabilities sexual orientation veteran status genetic information or any other class protected by federal state and local laws.

NOTE: Equitableparticipatesin the E-Verify program.

If reasonable accommodation is needed toparticipatein the job application or interview process or to perform the essential job functions of this position please contact Human Resources at or email us at.

About the Role

At Equitable we help clients secure their financial well-being so they can pursue long and fulfilling lives- a missionwevehoned since 1859.

Equitable is looking for an experienced Billing Analyst to join our Employee Benefits team. This role is responsible for managing key billing and reconciliation processes including maintaining weekly suspense credit and debit balance reports; researching and resolving discrepancies; accurately applying funds; and ensuring timely escheatment in compliance with regulatory guidelines.

The Billing Analyst will oversee the delinquency process by monitoring client lapse statuses and initiating policy terminations for non-payment when necessary. Additionally the role involves resolving billing tickets within established daily targets and processing billing amendmentssuch as group updates and policy anniversary changesto ensure accurate invoicing and financial records. This position will also support enhancements to the collections process to help reduce outstanding debit balances and improve overall efficiency.

What Youll Be Doing

Suspense Report

o Create weekly SOX control version of suspense report

o Identify each item on suspense as it relates to TPA Portability or Regular suspense funds

o Research regular suspense items to be applied to client group or refund back to submitter within 3 months of receipt

o Escheat regular suspense items after 13 months of no client identification

Credit Balance Report

o Run weekly reports of active and terminated clients with credit balance

For active clientsensure latest invoice is generated and posted

For terminated clientsensure outreach to refund client is completed and refund issued where appropriate otherwise send for escheatment after 13 months

Debit Balance Report

o Run weekly report of terminated clients with debit balance

Ensure Terminated Entity with Balance emails are systematically being sent out

Participate in the evolvement of the collections process for groups that remain with a balance

Delinquency Process

o Get Bill Lapse Date applied to groups when lapse letters are issued

o Check for groups that have paid current within lapse grace period and remove the lapse status to bill client current

o Submit termination for non-payment on clients that lapse due to non-payment

o Research groups that arent lapsed that appear on monthly KPI report

ServiceNow Ticket Resolution

o Contribute to ServiceNow tickets submitted to billing team expectation is 1-2 tickets per day during off peak season and 2-3 ticket per day during peak season

Billing Amendments

o Process Group/Policy Anniversary changes requested by client and review impact the change has to invoice

This position offers a flexible work schedule: it may be fully remote or hybrid. If youarelocatednear one of our offices (e.g. Charlotte NC or Syracuse NY) a hybrid schedule with 23 days on-site per week is expected to foster collaboration and connection.

The base salary range for this position is$47000 to $50000. Actual base salaries vary based on skills experience and geographical addition to base pay Equitable provides compensation to reward performance with base salary increases spot bonuses and short-term incentive compensation opportunities. Eligibility for these programs depends onleveland functional area of responsibility.

For eligible employees Equitableprovidesa full range of benefits. This includes medical dental vision a 401(k) plan and paid time off. For detailed descriptions of these benefits pleasereferencethe link below.

Equitable Pay and Benefits: Equitable Total Rewards Program