- Inbound calls
- Processing billing payments
- Placing orders
- Using Salesforce to analyze the customer accounts and their information.
- Using Zuora to review customers subscriptions and to solve billing and payment issues.
- Reviewing Quotes, Opportunities, Sales Orders & Orders for alignment.
- Using autorize.net, Business View Global, Zuora & Salesforce for recording and responding of Chargebacks.
- Working with Customer Success Managers on Customized Invoicing and Auditing domain.
- Working on different projects overtime.
- Interface with the Sales, Deal Desk, Returns and Fulfillment team to ensure rapid issue resolution.
- Use computers for various applications, such as database management or word processing to create, maintain, and enter information into databases.
- Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as
- Conduct searches to find needed information, using such sources as DPS and Syncada
- Prepare invoices and reports using different applications and databases.
- Run daily reports to retrieve shipments which need billed.
- Confer with agents by telephone or email to determine rates for service as provided on invoices.
- Answer agent questions regarding problems with their accounts and give them information regarding payment status.
- Receive payments from Insurance and post amounts paid to Patients accounts
- Answer Patients questions regarding problems with their accounts.
- Contact insurance companies to check on status of claims payments and submit appeal narrative for denial on claims.
- Prepare and submit clean claims to various insurance companies.
- Prepare pre-estimate for various Insurance to assure proper patient portion such as for General,Orthodontic, Oral surgery procedures.
- Review Dr clinical notes in order for them to match with the treatment render
- Sent statements to patient once payment is enter
- Helping with Customer Satisfaction
- Real time problem solving
- Information processing
- Perform general office duties, such as answering telephones