World Insurance Associates · 1 month ago
Wealth Billing Specialist
United States
Full-time
Remote
Mid Level
$80K/yr - $80K/yr
3+ years expWorld Insurance Associates is one of the fastest-growing insurance brokers in the U.S., specializing in various insurance lines and financial services. They are seeking a Wealth Billing Specialist to manage the wealth billing process in Tamarac, ensuring excellent customer service and timely execution of billing activities.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Manage the wealth billing process in Tamarac from end to end, including new account set up in the system according to specific contract terms
Generate, review, process and reconcile monthly and quarterly billings, submit to custodians for processing, and prepare Salesforce imports for processed billings
Manage account receivable collections and delinquent accounts
Assist with the timely execution and review of month-end billing activities, including, but not limited to account reconciliation, analysis, and reporting
Assist with onboarding of new acquisitions into Tamarac and perform shadow billings to compare against legacy billing systems to ensure a smooth transition to our platform
Provide timely and positive customer service by phone and e-mail, with advisors or clients regarding payment issues or discrepancies
Respond promptly to advisor requests
Additional projects and duties as assigned
Qualification
Required
A Bachelor's degree is required
Degree(s) must be from a credible college or university
Tamarac or Envestnet wealth billing experience is required
Must be extraordinarily detailed oriented
Must be highly skilled in use of Excel Spreadsheets
Must be skilled in use of MS Office and have very good verbal and written skills
A minimum of 3-5 years of experience in a similar role is required
Preferred
Experience within the financial services industry is strongly preferred
Salesforce experience is strongly preferred
Benefits
The firm also has a bonus program.
Company
World Insurance Associates
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
1001-5000 employees
H1B Sponsorship
World Insurance Associates has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Late StageCompany data provided by crunchbase