Billing Account Specialist

Mdvip•Boca Raton, FL

10d•Hybrid

About The Position

MDVIP is seeking a collaborative and detail-oriented Billing Account Specialist to join our Finance team in Boca Raton, FL. Reporting to the Supervisor, Accounts Receivable, you will be responsible for acting as the liaison to Corporate Accounts and oversees all activities within billing and membership to ensure accurate and timely invoices, payment processing and collections. Key responsibilities include invoice generation, resolving discrepancies, creating and presenting reconciliation reports, and membership updates. The ideal candidate brings strong financial analysis, customer service, communication, time management, and organization skills, along with proficiency in accounting software and Microsoft Excel.

Requirements

High School diploma or GED.
Two (2) year of experience in billing, accounts receivable, financial operations, or a similar customer-facing finance role.
Intermediate Microsoft Excel skills (e.g., VLOOKUP, pivot tables, data manipulation).
Accurate use of 10-key machine.
Effectively operates computer programs and maintains extensive knowledge of appropriate computerized systems necessary for data entry and retrieval.
Proficiency in accounting software and Microsoft Excel, along with strong data entry abilities.
Excellent active listening, verbal and written communication skills are needed for liaising with staff, customers, and other departments.
Strong analytical and problem-solving ability to research and resolve discrepancies and address customer inquiries efficiently.
Ability to manage multiple tasks, prioritize effectively, and maintain organized records.
Proactively identifies process improvements and seeks opportunities to take on new responsibilities.
Takes responsibility for own actions; Sets and meets reasonable deadlines; Reports timely and prepared for the day.

Nice To Haves

Prior experience with Sage/MAS.
Experience working with corporate accounts or high-volume billing environment.

Responsibilities

Manage the entire billing cycle, from invoice creation to payment collection, ensuring accuracy and timeliness.
Process, post and apply incoming payments to customer accounts.
Follow up on overdue payments through calls or emails.
Communicate with Corporate Accounts by phone, email and on-camera meetings.
Respond to inquiries regarding billing and membership topics and provide excellent customer service.
Review and analyze billing data, prepare and present financial reconciliation reports to Corporate Accounts and track outstanding balances to ensure timely collection of payments.
Proactively address customer concerns and inquiries, and act as a liaison to resolve billing and membership issues quickly and effectively.