Billing Analyst at Equitable in UNITED STATES-NC-Charlotte

Summary: Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking an experienced Billing Analyst to manage billing and reconciliation processes, oversee delinquency procedures, and enhance collections efficiency. Responsibilities: - Create weekly SOX control version of suspense report - Identify each item on suspense as it relates to TPA, Portability or Regular suspense funds - Research regular suspense items to be applied to client group or refund back to submitter within 3 months of receipt - Escheat regular suspense items after 13 months of no client identification - Run weekly reports of active and terminated clients with credit balance - For active clients—ensure latest invoice is generated and posted - For terminated clients—ensure outreach to refund client is completed and refund issued where appropriate, otherwise send for escheatment after 13 months - 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 - Get Bill Lapse Date applied to groups when lapse letters are issued - Check for groups that have paid current within lapse grace period and remove the lapse status to bill client current - Submit termination for non-payment on clients that lapse due to non-payment - Research groups that aren’t lapsed that appear on monthly KPI report - 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 - Process Group/Policy Anniversary changes requested by client and review impact the change has to invoice 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 Required Skills: Billing, Financial experience, MS Excel, Pivot tables, SQL, Data Integrity, Document Management, Customer-oriented, Effective Communications Benefits: Compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities, For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off, Flexible work schedule: it may be fully remote or hybrid, Hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection