Client Revenue Specialist

Are you a problem solver? Do you enjoy looking for discrepancies and noticing patterns to resolve issues? Do you enjoy working as a team and managing multiple priorities?

ARAG is hiring a Client Revenue Specialist! This person will coordinate all aspects of revenue for a designated book of business. A high level of collaboration and professional communication with clients is necessary.

• Manages an assigned portfolio of client accounts as the subject matter expert on billing, premium administration, receivables, account setup, and client inquiries.
• Partners closely with designated Client Managers to support client retention, financial accuracy, implementation activities, and overall client satisfaction.
• Owns the financial administration of an assigned client portfolio, proactively monitoring account health, receivables, premium activity, and unresolved issues.
• Maintains ownership of premium posting for assigned client accounts, ensuring timely and accurate application of premium remittances and resolution of posting discrepancies.
• Researches and resolves premium application variances, payment discrepancies, unapplied cash, and remittance exceptions to maintain accurate client account balances.
• Prepares and analyzes audits of client accounts as needed to review proper premium application and client set up.
• Reconciles remittance details to membership records, as necessary, to understand payment discrepancies; works directly with client/broker/TPA for resolution.
• Contacts clients to resolve over/under payments as well as to obtain past due premiums in a manner which safeguards company profitability while maintaining client satisfaction.
• Interacts frequently with clients to obtain necessary supporting documentation and remittance files to properly apply premium payments.
• Develops a strong working relationship and partners closely with Finance, Client Management, Client Support Services and EDI Analyst teams to ensure a positive customer experience for our internal stakeholders, clients, and plan members.
• Responsible for managing the accounts receivable aging process/timeline.
• Represents the Finance team on implementation calls with new clients to ensure proper set up and answers client questions regarding premium remittance.
• Tracks status and timeline of new client implementation and manages requests (payroll calendar set-up, client requests for W-9, and other client-specific forms/documentation).
• Analyzes premium and receivable trends within assigned accounts and recommends actions to improve collection performance, client experience, and operational efficiency.
• Assists with monthly, quarterly and year end accounts receivable processes including 5500 preparation.
• Prepares monthly manual invoices for clients when necessary.
• Performs analysis of the Company’s monthly premiums.
• Assist in preparation for external audits of the Company as assigned.
• Compiles and analyzes financial information to prepare journal entries.
• Serve as a positive role model by representing ARAG at Its Best.
• Other duties as requested.

• Knowledgeable of company products and services.
• General knowledge of accounting and accounts receivable/billing.
• Understanding of general ledger accounts and how they relate to accounts receivable.
• Strong computer skills with proficiency in Excel, basic knowledge of pivot tables and vlookups.

• Strong customer orientation including ability to listen to customer needs and recommend solutions.
• Strong verbal and written communication skills. Excellent grammar and spelling skills.
• Highly organized and detail oriented.
• Demonstrated analytical skills, ability to identify trends and gaps and proactively solve problems.
• Strong interpersonal skills and the ability to interact effectively with different personalities across all levels of the organization and external clients.
• Ability to multi-task and prioritize with interruptions.
• Ability to negotiate difficult conversations in a professional manner.

Associate’s Degree in Accounting or equivalent experience required; insurance experience a plus.

2+ years’ experience in finance or accounting, required. Direct customer contact or customer service, preferred.

None required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.