Client Reporting and Billing Specialist jobs in United States
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TrueScripts Management Services · 2 days ago

Client Reporting and Billing Specialist

TrueScripts Management Services is a pharmacist-founded Prescription Benefit Manager dedicated to providing customized prescription benefit expertise. The Client Reporting and Billing Specialist will assist in client invoicing, account maintenance, reporting, and collections, ensuring accurate financial management and client support.

PharmaceuticalProfessional ServicesSmall and Medium Businesses

Responsibilities

Client Invoicing
Setup and maintain client accounts
Prepare weekly and monthly invoices, detailed reports, and correspondence
Update and maintain detailed work instructions on the invoicing process
Maintain accurate client contacts
Work with Client Success Team for all client onboarding activities
Perform quality audits of client data
Client Reporting
Provide clients, TPAs, and brokers with requested reporting on a weekly or monthly basis
Provide adhoc reports or supporting backup reports, as requested
Client Collections
Payment application and reconciliation
Coordinates collections of past due accounts
Provide A/R reporting to brokers and management as needed
Account Reconciliation
Monthly account reconciliation and analysis, including bank reconciliations for all cash accounts
TPA & Broker Commissions
Prepare backup, communication, and payments for executive approval
Calculate monthly commissions
Quarterly Client Rebates
Calculate quarterly rebates
Prepare backup, communication, and payments for client distribution
Cash Management
Maintain monthly cash flow analysis and share with executive team monthly
Update and determine monthly cash flow buckets
ACH for vendor and client payments
Monthly bank reconciliations for TrueScripts Checking & Savings, TruePartners Checking, and any other accounts
Perform other duties as assigned

Qualification

Microsoft ExcelQuickBooksAnalytical thinkingProblem solvingMulti-taskingAttention to detailTeam player

Required

College associate's degree in Business or Accounting or related field or equivalent experience
Strong Microsoft Excel skills required, 2 to 3 years relevant experience
Exceptional problem solving, analytical thinking, and attention to detail
Ability to multi-task and prioritize in an ever-changing environment
Ability to work in an open team environment and be a team player with all levels of staff and management is required

Preferred

QuickBooks knowledge helpful

Benefits

A wide range of health insurance options including medical, dental and vision
A strong salary and bonus program
A robust 401k and company match
Truescripts is transitioning to an ESOP, a team member owned company! Each year team members are allocated shares of stock through our ESOP, a Qualified Retirement plan!
Employee Assistance Program
A wellness program including financial incentives, chiropractic and massage services, and fitness stipends
Dream Manager Program (yes, it’s a real thing!)
A cohesive, family-based culture
Charitable contributions and volunteer time
Lots of celebrations!

Company

TrueScripts Management Services

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TrueScripts Management Services is a pharmacist-founded, fully-transparent PBM that has focused on revolutionizing the pharmacy benefit management industry since our beginning in 2014.

Funding

Current Stage
Growth Stage

Leadership Team

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Dean Merder
President & CEO
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John C. Bell
Co-Founder
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Company data provided by crunchbase