Billing and Collections Specialist I (Finance)
Support and assist Billing and Collections Managers in various tasks such as performing detailed data analysis of Unbilled and Billed Accounts Receivable, and collections for various business units. Partner with subject matter experts, as well as domestic and international managers to improve collections and DSO performance.
- Bachelor's degree in Business, Finance or related field preferred but not required or the equivalent combination of education and experience.
- A minimum of one year of data analysis, billing, collections and accounts receivables experience.
- Working knowledge of business analysis concepts, reporting methods and general business practices and procedures.
- Working knowledge of Microsoft office and Peoplesoft skills are preferred but not required.
- Working with large amounts of data.
- Working knowledge of Legal-X and Tymetrix (T360) preferred but not required.
- Property and Casualty Insurance or Independent Adjuster Company experience a plus.
- Excellent quantitative analysis skills and the ability to create conceptual frameworks enabling the analysis of varied business problems
- Must be able to analyze and interpret data to develop recommendations
- Ability to clearly communicate analysis and complex concepts to non-subject matter experts orally and in writing
- Must be detailed oriented, accurate and have a sense of urgency in completing multiple assignments
- Must complete continuing education requirements as outlined by Crawford Educational Services
#LIEM3
- Responsible for generating the quantitative Accounts Receivable analysis necessary for data-driven business recommendations.
- Works with leadership to identify data and reporting needs
- Prepares monthly A/R financial and periodic client billing reports.
- Analyzes accounts receivables and collections data, in search of trends and patterns to improve Interim Billing, Collections, and DSO results.
- Works with clients to ensure billing is set up correctly. Revise or customize deliverables specific to client requirements.
- Works with business units and customers to ensure invoices are paid within terms.
- Initiates and provides training to employees for improving their billing, and collection effectiveness along with knowledge of Excel, Word; and Crawford billing systems.
- Monitors efforts to answering branch/department and client inquiries in a prompt and gracious manner.
- Works on queries with diverse and varied scope. Complete thorough research, then prepare thorough client friendly deliverables.
- Provides guidance to better understand, resolve and answer billing inquiries, payment issues, and contract compliance matters.
- Drives continuous advancement in billing efficiency, process improvement, and accuracy to all business units.
- Monitors the A/R exposure of established accounts and brings irregularities to the attention of the manager as appropriate.
- Develops and maintains relationships with business units/clients to ensure and improve payment timeliness.
- Researches customer payment trends where issues exist.
- Upholds the Crawford Code of Conduct.
