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Billing Associate

Role overview

Qualifications

  • High school diploma or GED required
  • Two (2) years of billing or related experience or equivalent combination of education and experience required
  • Knowledge of general accounting practices
  • Excellent oral and written communication, including presentation skills

Responsibilities

  • Creates accurate installment and per claim invoices for assigned clients
  • Generates and maintains department spreadsheets
  • Maintains a system of Recurring Journal Entries to accurately defer revenue
  • Creates monthly revenue versus budget variance reports

Key facts

Hard skills

Other skills

  • Microsoft Office
  • Spreadsheets
  • Communication
  • Organizational Skills
  • Social Skills
  • Teamwork
  • Ability To Meet Deadlines

About the company

EFI Global logo

EFI Global

  • Engineering Services
  • SME
  • 501–1,000
Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, to becoming a recognized leader in engineering failure analysis, origin and cause investigations, environmental consulting, laboratory testing and specialty consulting. Each member of our multi-disciplinary team of more than 700 professional engineers, fire investigators, architects and scientists was selected for his or her technical proficiency, in-depth industry knowledge and commitment to professional integrity. Together, our diverse backgrounds and collective insights empower clients to make better-informed business decisions. This expertise, coupled with the extensive coverage of more than 62 national offices plus offices in Canada, the United Kingdom and Brazil to provide global work abroad capability, has earned us a reputation for delivering timely responses that consistently meets our clients’ expectations — anytime, anywhere. EFI Global currently provides engineering services in the state of North Carolina by our partner firm, EFI Global of North Carolina, P.C. We also provide engineering services in the states of New York and New Jersey by our partner firm, EFI Global Engineering of New York, P.C. EFI Global is part of the Sedgwick family of companies, a global leader in the independent insurance claims industry.

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Job description

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies

Certified as a Great Place to Work®

Fortune Best Workplaces in Financial Services & Insurance

Billing Associate

PRIMARY PURPOSE:  To create accurate client installment and audit invoices according to lines of business; to record revenue accurately by client and location; and to analyze revenue versus budget variances.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES

  • Creates accurate installment and per claim invoices for assigned clients; properly allocates revenue to appropriate clients and company locations.
  • Generates and maintains department spreadsheets.
  • Maintains a system of Recurring Journal Entries to accurately defer annual, semi-annual, and quarterly revenue.
  • Keys journal entries for accounting staff.
  • Maintains client billing files with current billing instructions and contracts.
  • Creates monthly revenue versus budget variance reports.  

ADDITIONAL FUNCTIONS and RESPONSIBILITIES

  • Performs other duties as assigned.
  • Supports the organization's quality program(s).

QUALIFICATIONS

Education & Licensing

High school diploma or GED required. Associate degree in Accounting or Finance from an accredited college or university preferred.

Experience

Two (2) years of billing or related experience or equivalent combination of education and experience required.

Skills & Knowledge

  • Knowledge of general accounting practices
  • Excellent oral and written communication, including presentation skills
  • PC literate, including Microsoft Office products
  • Strong organizational skills
  • Excellent interpersonal skills
  • Ability to meet deadlines
  • Ability to work in a team environment
  • Ability to meet or exceed Performance Competencies

WORK ENVIRONMENT

When applicable and appropriate, consideration will be given to reasonable accommodations.

Mental:  Clear and conceptual thinking ability; excellent judgment and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines

Physical:  Computer keyboarding, travel as required

Auditory/Visual:  Hearing, vision and talking

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.

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