Mentor and lead lower level Customer Service Advocates. Maintains a more advanced knowledge of company products and services. Provides basic technical assistance and troubleshooting guidance for digital and electronic applications. Proactively provides information and education to members, providers & brokers, as appropriate, about a variety of health, financial, and self-service programs. Ability to attend client meetings (weekly or monthly) and trainings during normal business hours (Monday through Friday 9:00 am to 5:00 pm est) requiredīookminders is the place where work-life balance is the rule, not the exception!Ĭheck out our Applicant FAQ and Employee Testimonials pages to learn more.Responsible for answering member, provider & broker inquiries pertaining to product information, benefits, claims resolution, eligibility and billing questions in a call center environment.Ability to attend orientation and monthly training and meetings at our office.Separate, dedicated home office space, a computer to access on-line software and high-speed internet connection, reliable transportation and a mobile phone required.Ability to work independently with precision, a strong attention to detail and in accordance with Bookminders’ established standards and procedures required. ![]() Excellent communication and computer skills required.Experience with general ledger accounting software required, Quick Books preferred.Must reside within 45 miles of local Bookminders’ office.A minimum of five years of accounting or finance experience required.Bachelor’s Degree required, accounting or business-related degree preferred.Build and maintain positive working relationships with assigned clients.Track and report client billing information in a timely, accurate and consistent manner.Attend brief weekly meetings with the Client to discuss financials.Understand the Client’s business, what the Client (and Client’s accountant) needs from the accounting system, and how to implement Bookminders' service to provide the information they need.Understand and apply Bookminders' Standards and Procedures, implement procedural or system improvements, and periodically review procedures to ensure Client accounts meet current standards.Activities typically include, time and expense billing, job costing, expense allocations, fund accounting, programs and restricted funds tracking as well as comprehensive and customized Board Reporting. ![]()
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