Client Account Representative

Job Description

Job Description

AgeSpan

About Us: Since 1974 our agency has strived towards supporting an individual's desire to make their own decisions, secure their independence and remain living independently in the community. We are proud of our employees who make this possible every day. Our agency is a thought-leader, a nationally known generator of new ideas, because it welcomes creativity, your ideas. It is an outstanding place to work stimulating, friendly, collaborative. We offer competitive salaries, generous vacation time, and an excellent work/life balance. We value diversity and encourage career growth. If you have a passion for improving the lives of the elderly community and enjoy working in a diverse team driven by its mission, you've found the right place!

At AgeSpan, you'll find a work environment that combines:

• A refreshing culture that is supportive, collaborative, and encouraging of diverse perspectives and backgrounds.
• A focus on innovation with a team recognized for developing and implementing innovative programs and novel solutions.
• Encouragement of your development through opportunities to get involved, use your voice, and gain new knowledge and skills.
• A satisfying balance between your work and personal life, including a flexible workplace, generous paid time off, and wellness programs.

Depending on your role and your hours, we offer

• Flexible schedule and hybrid work opportunities
• Competitive salaries
• Healthcare (medical, dental, vision)
• 403b Retirement Plan with agency match
• 20 Vacation Days, 12 Sick Days, and 12 Paid Holidays
• Social Work Licensing Program
• License Renewal Paid by agency for RN's and Social Workers
• And MORE!

Position Responsibilities: The Client Account Representative will complete monthly processes with a high degree of timeliness and accuracy. In addition, the position may be asked to fill in during the absence of other billing staff. This position will be in-office during 6-month provisional period.

Essential Functions: (Core duties or tasks that are fundamental and not marginal to the performance of the job)

• Answer and document incoming calls regarding consumer billings/accounts.
• Return consumer calls regarding account balances in a timely manner.
• Process credit card payments.
• Post receipts to consumers accounts in system.
• Generate monthly consumer billings and donation letters. Includes printing invoices, reviewing, and preparing them for mailing.
• Process bi-monthly report of consumers with outstanding balances.
• Perform other related duties as requested.

Qualifications:

• Minimum of two years billing/customer service experience required; Associate's Degree in accounting or bookkeeping is preferred. Experience may be substituted for a degree.
• Experience with customer billing systems
• Strong proficiency in Microsoft Office, particularly Microsoft Excel and Word.
• Ability to work independently and with a team.
• Problem solving
• Ability to work professionally with internal staff, vendors and funding sources.
• Strong customer service skills
• Strong verbal and written communication skills.
• Ability to manage deadlines.
• Ability to manage multiple priorities and adjust to changing priorities in a professional manner.

Hours: 37.5 hours per week

At AgeSpan, we carefully consider a wide range of factors when determining rate of pay. Actual rate of pay depends on factors including but not limited to internal equity, experience, and qualifications. The pay range for this position is $23.00 - $25.00/hour.

Our Commitment to Diversity and Inclusion

AgeSpan is strongly committed to fostering a professional environment that recognizes, respects, and encourages the unique contributions of a broad spectrum of qualified employees. It is important that our employees reflect the diverse communities we serve. We maintain a work atmosphere that allows people of varied backgrounds to grow professionally and contribute to our mission by promoting diversity, equity, inclusion, and work-life balance.