Client Services & Billing Specialist jobs in United States
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WTW · 8 hours ago

Client Services & Billing Specialist

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.

Company

WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.

Funding

Current Stage
Public Company
Total Funding
$1.75B
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity

Leadership Team

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Andrew Krasner
Chief Financial Officer
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Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
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Company data provided by crunchbase