Risk Services Coordinator
About The Position
About Marsh McLennan Agency Midwest Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment. A day in the life. As our Risk Services Coordinator you will be responsible for daily, weekly, and monthly billing operations, ensuring accurate invoice processing, and revenue tracking for all Risk Services practices. You will collaborate with stakeholders in Risk Services and Centralized Support to understand current billing practices and establish a consistent process for entering billing information into Epic that allows for timely sending of invoices.
Requirements
- Experience with invoice processing
- Strong attention to detail and commitment to data accuracy
- Proficiency with Microsoft Office Suite, SharePoint, Smartsheet, and billing software
- Excellent communication and interpersonal skills
- Ability to manage multiple priorities and deadlines and collaborate effectively with multiple departments
Nice To Haves
- 2+ years of experience within an insurance brokerage, or comparable experience
Responsibilities
- Management of contractor billing and payment processes by accurately logging and updating completed invoices and billing data on the Revenue Tracker and Smartsheet, reviewing and verifying 1099 contractors’ Harvest timesheets against submitted invoices, following up for corrections, and uploading formatted time details to the Midwest Billing SharePoint folder
- Experience supporting contractor onboarding and compliance by creating and maintaining candidate files in SharePoint, assisting contractors with completing onboarding paperwork and iPROC information to ensure completeness and adherence to requirements
- Support for comprehensive billing processes including completing regional billing request forms, uploading Statements of Work (SOWs) and Client Information Sheets for new clients, handling billing for ATS, Poster Elite, and Background Screening services, downloading and submitting invoices from Indeed, Loxo, and Talevation, and submitting approved contractor timesheets and invoices for payment processing and follow-up
- Facilitation of client communication by promptly responding to billing questions from clients and internal teams, reviewing and contacting clients with past due invoices to ensure timely payments, and conducting client outreach for service renewals and invoice processing
- Regular collaboration with department leadership and risk service leaders to review and approve billing projects, contractor timesheets, and invoices—submitting combined approvals through DocuSign—while effectively communicating with clients, contractors, and internal stakeholders to resolve billing and onboarding questions and supporting the onboarding process for new 1099 contractors
Benefits
- Medical, dental, vision, 401K benefits and more
- The flexibility to work at home or an office, based on your discretion and schedule
- Start with 20 days of paid time off
- A paid day off to volunteer and company-organized volunteer events
- Up to $1,000 per year in matching charitable donations
- Up to $750 per year in wellness rewards
- All the nitro cold brew coffee and sparkling water you can drink
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
