Sr. Enrollment & Billing Specialist (Remote)

The Sr. Enrollment & Billing Specialist will report to the Director or Sr. Director, Client Management in the CDB Client Services department. This role is responsible for working with Associate Account Manager and external team to support all small group business inquiries. Responsible for reviewing member claims, determining allowable reimbursements-based off IRS guidance within 48 hours. Works with Finance on all financial aspects of the business. Review’s client specific issues and opportunities, identifies solutions, and also lead to resolution by collaborating with other operational areas or outside vendors.

• Responsible for Small Group Client Invoicing and tracking of revenue and expenses.
• Primary point of contact for all client/member communication and member portal support including design.
• Responsible for creation of renewal documents and tracking for completion.
• Responsible for maintaining and updating system setup and configuration for clients.
• Responsible for the loading of all enrollment templates including quality review of data.
• Review and process claims submission to ensure eligible expense and member reimbursement is provided
• Stay informed of IRS guidelines with respect to the Flexible Spending Account and Health Reimbursement Accounts
• Audit member and/or employer accounts for any missing claims due to late enrollments via multiple platforms
• Align with internal and external departments for any file transfer, loading, or missing claims data
• Void and reissue payments weekly
• Other duties as assigned

Education & Experience:

• 4-7 years of experience in consumer direct benefits enrollments and billing
• Bachelor's degree in business, finance, or related field.

Skills & Abilities:

• Excellent analytical skills with a proactive nature
• Strong organization skills with a drive to meet deadlines
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
• Strong verbal and written communication skills
• An aptitude for prioritization and multi-tasking
• Strong collaboration skills
• A drive to learn and apply new concepts quickly
• Ability to prioritize numerous tasks

Other Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Infrequent travel (10%)
  • Ability to provide personal transportation from time to time