Benefit Specialist

Imagine360•,

2d•$20 - $25•Remote

About The Position

Imagine360 is seeking a Benefit Specialist to work alongside the Client and Member Services teams. The role builds relationships among clients, their members, and internal and external stakeholders, while using consultative skills to identify pain points, define strategic initiatives, and facilitate solutions that support client engagement and success. The position is 100% remote. The role is responsible for monthly premium billing for assigned client groups, including preparing accurate invoices on schedule, applying client-specific billing methodologies and fee structures, reviewing and correcting billing details, and ensuring that renewals, rate changes, and new group implementations are reflected correctly. It also maintains organized, audit-ready billing records; responds to client inquiries; coordinates with internal teams to resolve billing issues; and meets production, quality, and turnaround expectations. The specialist is expected to follow HIPAA guidelines, protect confidential member information, adhere to established procedures and company standards, and participate in team meetings, training, quality reviews, and continuous improvement initiatives. A high school diploma or GED is required.

Requirements

High school diploma or GED.
Experience interpreting large data sets and identifying discrepancies.
Strong mathematical and reconciliation skills.
Advanced Microsoft Excel skills, including data manipulation, validation, and reporting.
Proficiency with Microsoft Lists, Excel, and related Microsoft Office applications.
Working knowledge of Word, PowerPoint, Visio, and Copilot.
Ability to navigate billing and operational systems efficiently.
Strong verbal and written communication skills, including the ability to explain complex billing concepts to clients and internal teams.
Professional customer service approach when handling escalated billing concerns.
Comfort interacting with clients, brokers, and operational departments.
Effective time-management and prioritization skills.
High accuracy and attention to detail.
Strong organizational and documentation skills.

Responsibilities

Create, review, and release monthly premium bills for assigned client groups.
Manage assigned groups and complete required billing activity on schedule.
Apply established billing methodologies, fee structures, and client-specific requirements.
Review billing details for inconsistencies, discrepancies, or missing information; investigate errors and make corrections before invoice distribution.
Verify fees, rates, and administrative charges against approved documentation and contractual requirements.
Ensure annual renewals, mid-year rate changes, new group implementations, and client modifications are accurately reflected in invoices and billing calculations.
Review and validate group rates through established billing processes.
Coordinate with Configuration, Eligibility, Finance, and Client Banking teams when rate discrepancies are identified, and confirm billing data aligns with approved client setups and system configurations.
Follow company naming conventions and documentation standards; organize and store billing files and supporting documentation in approved systems.
Maintain audit-ready billing transaction, rate change, and client communication records that can be retrieved for future reference or audits.
Respond to client billing inquiries professionally and promptly.
Partner with Client Experience, Member Experience, Eligibility, Finance, Configuration, and Banking teams to resolve billing issues.
Research invoicing concerns and explain charges, adjustments, and billing calculations clearly.
Communicate effectively with clients, brokers, and internal stakeholders at various organizational levels.
Review production reports and performance metrics throughout the month.
Meet assigned billing volume and turnaround expectations and maintain established quality audit scores.
Review and respond to quality audit findings within required timeframes and implement corrective actions when improvement opportunities are identified.
Follow HIPAA guidelines and protect confidential member information.
Adhere to billing processes, operational procedures, and company standards for quality, documentation, and client service.
Participate in team meetings, training sessions, quality reviews, and continuous improvement initiatives.