Bursar/Student Account Representative

Touro University•Great Falls, MT

About The Position

The Student Account Representative is the primary point of contact for student accounts and the student health insurance program at Touro College of Osteopathic Medicine. This individual will oversee payment and collection activities of student accounts and manage the student health insurance program. The ideal candidate will have strong analytical, social, and communication skills.

Requirements

Bachelor's Degree and/or equivalent work experience.
Excellent written and verbal communication skills
Strong customer service skills
Strong organizational skills. Must be able to multi-task and prioritize work.
Excellent interpersonal skills and the ability to adjust and interact with all levels of personnel.
Proficiency in Microsoft Office Suite including Word, Excel, & Outlook

Nice To Haves

Business, Economics or Accounting background is preferred.
Previous knowledge of Banner is preferred

Responsibilities

Manage student refund process to ensure compliance with US Department of Education regulations
Review and clear pending accounts, and contact students by phone and email when necessary, clear accounts for registration
Promote and support the enrollment of students in Direct Deposit and Payment Plans
Prepare and process bank deposits weekly
Post wire payments
Calculate refunds owed to students; submits requests for refunds for timely payment
Pre-collections activity including sending out final notices and preparing and placing files to internal collections
Provide support and resolutions to students via Zoom, phone, or email
Monitor and analyze credit and debit balance reports in compliance with US Department of Education regulations
Track Payment Plans
Prepare routine, special, and ancillary reports as required
Work closely with the Office of the Registrar, Financial Aid, and Admissions
Reconcile and notify the Financial Aid office of pending adjustments necessary
Reconcile and notify the Registrar of pending adjustments necessary
Manage opt out procedures for student health insurance
Make necessary billing adjustments to accounts for health insurance premium, while maintaining enrollment records for student health insurance
Mediate conversations between claims processor and students
Negotiate with broker regarding changes needed and enrollment/coverage problems
Reconcile Student Health Insurance invoices and communicate issues with broker
Serve as Campus Groups student engagement platform site administrator and the Montana TouroOne Portal liaison
Serve as coordinator of the student gym membership program
Administers the TouroCOM Montana Marketplace
Assists with university activities outside of normal business hours, during peak times within the year
Support Help Desk inquiries
Other duties as assigned