Billing Analyst

WHO WE ARE:

Zinnia is simplifying how people buy, sell, and administer insurance products. Combining intuitive enterprise technology solutions and data insights, the Policygenius marketplace, and market-leading products including SmartOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting, Zinnia is redesigning the insurance experience for shoppers, advisors, and insurers alike — and enabling more people to protect their financial futures along the way. Zinnia has over $173.7 billion in assets under administration across 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders

WHO YOU ARE:

Join our dynamic team at Zinnia as a Billing Analyst! We’re on the lookout for a detail-oriented individual with a knack for commercial billing and accounts receivable/collection. In this role, you’ll be a vital member of our billing process, ensuring that our valued customers receive their invoices promptly and with utmost accuracy. You’ll dive into the intricate world of commercial billing, meticulously managing accounts receivable and collections to maintain smooth financial operations.

WHAT YOU’LL DO:

• Manage the billing and collection processes for designated accounts with precision and efficiency, ensuring timely resolution.
• Foster seamless communication and collaboration with sales and business teams to address billing and collection matters promptly and effectively.
• Conduct professional collection calls and correspondence, maintaining a courteous and firm demeanor to support positive customer relationships.
• Maintain accurate customer account information, including billing addresses and contacts, to facilitate smooth transactions.
• Assist customers in resolving delinquent accounts while upholding a supportive and constructive approach.
• Deliver exceptional service to callers, surpassing quality assurance benchmarks and embodying a customer-centric ethos.
• Consistently achieve or surpass monthly goals and company objectives, demonstrating unwavering commitment to excellence.
• Present a positive and professional image in all interactions, employing negotiation skills to balance customer needs and business requirements.
• Fulfill additional tasks and responsibilities as assigned, contributing to the overall efficiency of the Billing & Collections Department.
• Uphold exemplary standards of work ethic, including punctuality, attendance, and compliance with company policies and procedures.
• Prepare monthly billing statements and reconcile them with department reports to ensure accuracy and completeness.
• Support timely invoicing of all contracts, contributing to smooth financial operations.
•  Assist in cash processing activities, including research to identify and allocate unidentified payments.
• Address customer inquiries regarding billing and collections promptly and courteously, whether by phone or email.
• Generate weekly and monthly reports on collections and billing activities for management review.
• Initiate phone calls and emails to engage with delinquent customers and facilitate resolution of outstanding balances.
• Mediate customer disputes related to payment issues with a focus on achieving mutually beneficial outcomes.
• Provide attentive and considerate customer service at all times, reflecting our commitment to customer satisfaction.

WHAT YOU’LL NEED:

• Minimum two (2) years of commercial billing/collections experience, with an emphasis on billing.
• Minimum college degree in Accounting or Business; or equivalent experience.
• Possess exceptional communication, negotiation, and active listening abilities, fostering positive interactions with both internal teams and external stakeholders.
• Demonstrate proficiency in Microsoft Excel and familiarity with billing or general ledger systems, leveraging technology to streamline processes effectively.
• Showcase a track record of successfully coordinating and resolving issues across various internal departments, demonstrating adeptness in cross-functional collaboration.
• Exhibit a solid understanding of fundamental accounting principles, business documents, and internal controls, ensuring accuracy and compliance in financial operations.
• Display meticulous attention to detail coupled with strong analytical skills, enabling thorough analysis and interpretation of complex data.
• Apply critical thinking skills to solve problems and make informed decisions, contributing to strategic initiatives and process improvements.

WHAT’S IN IT FOR YOU?

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

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