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WTW · 9 hours ago

Client Services & Billing Specialist

United States

Contract

Remote

Entry Level

$62K/yr - $68K/yr

2+ years exp

WTW is expanding its Client Services team within the Americas Insurance Consulting Technology Business. They are seeking a Client Services & Billing Specialist to support operations, manage client project setup, billing, and ensure seamless client service delivery.

ConsultingInformation TechnologyInsuranceMedicalService Industry

Responsibilities

Project Setup: Create and manage client project records across CRM, accounting, and planning systems

Billing & Invoicing: Prepare, adjust, and finalize invoices for timely delivery via email or client e‑billing platforms

Financial Coordination: Partner with Project Managers to support reporting and budget oversight

Record Management: Maintain organized electronic records and supporting documentation

Compliance: Ensure billing aligns with client contracts and secure approvals for adjustments

Issue Resolution: Troubleshoot billing challenges and collaborate with finance teams on complex matters

Accounts Receivable Support: Liaise with collections and reconcile discrepancies across systems (Oracle, Dynamics, Mavenlink, etc.)

Vendor Invoice Processing: Perform three‑way matching invoices, purchase orders, and expense documents

Special Projects: Contribute to ad hoc initiatives that strengthen operations

Qualification

Billing experienceOracleMS OfficeAnalytical skillsAttention to detailCommunication skillsProblem-solving skills

Required

2–3 years of billing experience (time & materials, fixed pricing, e‑billing) in professional services preferred

Strong organizational skills with attention to detail and deadlines

Excellent communication, analytical, and problem‑solving abilities

Comfortable working independently and collaboratively in high‑volume settings

Proficient with MS Office and billing systems (Oracle preferred)

Flexible, dependable, and adaptable to change

Hands-on experience with MS Office and Oracle (or similar billing system) desired

Numerical skills and attention to detail

Availability to work standard East Coast business hours, with occasional overtime

Preferred

Knowledge of Oracle, Ariba, Cupa and Microsoft Office is a plus

Benefits

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off

Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.