Job Description

Scope and Purpose of Position:

Primary job responsibilities are assisting clients with billing/statement problems, posting checks and wires, balancing/auditing accounts utilizing CV/CVX or HSP. Provide effective communication with clients and staff, while handling inquiries and issues in a courteous, professional and timely manner. Must be flexible and disciplined enough to multi-task and handle a variety of tasks.

Essential Functions

• Research & apply daily checks to accounts. Post wires when given by Manager
• Download lockbox files and completes reconciliation as needed
• Work closely with clients, brokers and TPAs on various problems and concerns regarding billing, statements and eligibility issues
• Research, reconcile, audit, resolve and make balance adjustments on accounts when necessary
• Prepare statements for any that require mailing via U.S.P.S., emailing in pdf format.
• Download lockbox data from banks daily
• Manage tracking of adhoc billing in NetSuite to track and apply funds to as received.
• Responsible to support collections activities and call, mail or email past due accounts for collection as necessary
• Filing of monthly statements
• Establish work procedures and processes for Billing Department that support company and departmental standards and strategic directives
• Maintain and support any SOC related control activities, retaining evidence as needed per definition.
• Regular reliable attendance is required

Education and Experience

• High School Diploma/GED or equivalent
• Proven experience in Accounting – Accounts Receivable and Collections,
• Experienced and skilled in working with Microsoft Excel and Word.
• Prefer previous customer service and accounting experience or knowledge. Excellent computer skills and proficiency with word processing and spreadsheets.
• 2-3 years of Accounts Receivable experience preferred
• 1-2 years experience in the insurance, health, or vision care industry preferred
• Also requires excellent verbal and written communication skills to communicate with clients via phone and written correspondence. Experience and ability to prioritize multiple tasks appropriately.

Competencies:

• Excellent interpersonal verbal and written communication skills
• Excellent customer service orientation
• Proven computer skills and ability to be proficient in database programs: Microsoft Access, Excel, Word
• Ability to provide exceptional support to the company’s and department’s vision and direction
• Resourceful and organized
• Flexible and supportive of others in the department and company
• Goal oriented with ability to meet department standards
• Team oriented and ability to work effectively across functional areas of the company
• Ability to coordinate, track and efficiently organize multiple tasks/projects
• Able to follow complex directions
• Ability to work independently with moderate supervisio

Essential Responsibilities related to Physical Demands/Work Environment:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the associate is required to stand, use hands and fingers to handle, feel, pick or pinch, and talk or hear most of the time. The associate is occasionally required to stand, walk, and reach with hands and arms. The associate must frequently lift and/or move up to 20 pounds. The noise level in this location is moderate (use of computers, printers and machines). Ability and willingness to travel as required.

HIPAA & Security Requirements

All Associates must comply with the Health Insurance Portability Accountability Act of 1996 (HIPAA) as it pertains to disclosures of protected health information (PHI) as described in the Notice of Privacy Practices and HIPAA Privacy Policies and Procedures. As a component of job roles and responsibilities, Associates may have access to covered information, cardholder data or other confidential customer information which must be protected at all times. As a result, Associates must explicitly adhere to all data security guidelines established within the Company’s Privacy & Security Training Program.

We provide equal employment opportunities (EEO) to all associates and applicants for employment without regard to race, color, religious beliefs, sex, gender identity, sexual orientation, age, marital status, national origin, ancestry, physical or mental disability or history of disability, genetic information, status as a protected veteran or disabled veteran, or any other status protected by Federal, state or local law.

Accounts Receivable Representative

Who are we?

Versant Health is one of the nation's leading administrators of managed vision care, serving over 35 million of our clients' members across the United States. Our purpose is to make healthy vision a reality for everyone by improving access to care and education in the communities we serve. Fueled by our mission to improve members' lives with easy-to-use vision solutions rooted in choice value, and care, we believe that everyone has the power to become anything they set their sights on.

See how you can make a difference with the support of strong leadership and a team environment.

Versant Health: Making Healthy Vision a Reality for Everyone

What are we looking for?

Primary job responsibilities are posting checks and wires, balancing/auditing accounts and assisting clients with billing/statement problems. Provide effective communication with clients and staff, while handling inquiries and issues in a courteous, professional and timely manner. Must be flexible and disciplined enough to multi-task and handle a variety of tasks.

Where you will have an impact

• Research & apply daily cash (check, ACH, wires, and credit cards) to accounts for the LOBs assigned utilizing excel spreadsheets
• Support download lockbox files and completes reconciliation as needed
• Enter daily/weekly credit/debit adjustments into financial systems
• Work closely with clients, brokers and TPAs on various problems and concerns regarding billing, statements and eligibility issues
• Research, reconcile, audit, resolve and make balance adjustments on accounts when necessary in collaboration with the Sr Billing.
• Manage tracking of adhoc billing in various Versant systems and apply funds.
• Establish work procedures and processes for Billing and Accounts Receivable Department that support company and departmental standards and strategic directives
• Maintain and support any SOX and/or SOC related control activities, retaining evidence as needed per definition
• Regular reliable attendance is required
• Responsible to support the month end close across all of Finance
• Learn and follow departmental procedures which include, phone and R/T queue responsibilities and activities
• and providing guidance to the team when there is a technical question. Setup calendar and
• communicate deadlines. Prepare various journal entries. Review all Balance Sheet
• reconciliations and prepare binders for Director’s revie Responsible for coordinating the month end close across all of Finance and providing guidance to the team when there is a technical question. Setup calendar and communicate deadlines. Prepare various journal entries. Review all Balance Sheet reconciliations and prepare binders for Director’s revieRespond to inquiries from group customer, providers and Client Managers regarding receivable balances due.
• Prepare and update Excel spreadsheets to track Accounts Receivable and collection efforts
• Support the Senior AR Representative with various reconciliations for month end close
• Proficient in resolving issues and/or directing customers to the most appropriate department for resolution
• Participate in any/all training and educational activities necessary to fulfill at least the minimum requirements as specified within your departmental goals. This is in addition to, the completion of any activities necessary for the maintenance of professional affiliations or organizational requirements
• Responsible for identification of pending issues and bringing to the attention of the supervisor/manager
• Effective communication with internal/external departments on issues
• Assist in special projects and department initiatives as assigned
• Assist and support process improvements for Billing and Accounts Receivables
• Diffuse and escalate challenging situations
• Perform other duties as assigned by leadership to support the overall success of the Billing and Accounts Receivable Department

What’s necessary to do the job?

• High School Diploma/GED or equivalent
• 1-2 years experience in the insurance, health, or vision care industry required
• Proven experience in Accounting – Accounts Receivable and Collections
• 2-3 years of Accounts Receivable experience preferred
• Experienced and very skilled in working with Microsoft Excel and Word
• Proficient in Microsoft Excel features such as sorting, filtering, formulas and vlookup compares
• Preferred prior experience in customer service and/or accounting knowledge
• Excellent computer skills and proficiency with word processing and spreadsheets
• Also requires excellent verbal and written communication skills to communicate with clients via phone and written correspondence
• Ability to prioritize multiple tasks appropriately

HIPAA & Security Requirements

All Associates must comply with the Health Insurance Portability Accountability Act of 1996 (HIPAA) as it pertains to disclosures of protected health information (PHI) as described in the Notice of Privacy Practices and HIPAA Privacy Policies and Procedures. As a component of job roles and responsibilities, Associates may have access to covered information, cardholder data or other confidential customer information which must be protected at all times. As a result, Associates must explicitly adhere to all data security guidelines established within the Company’s Privacy & Security Training Program.

We offer a comprehensive and competitive total rewards package designed to support your health, financial well being, and work life balance. Benefits include medical, dental, and paid vision coverage; paid time off and company holidays; retirement savings with employer contribution; employee wellness resources; and professional development opportunities. Additional benefits may include flexible work arrangements, employee assistance programs, and other programs that support you both at work and beyond.

This role is compensated on an hourly basis. The expected hourly pay range for this position is $20– $22 per hour, based on factors such as experience, skills, and role requirements. Actual pay within the range will be determined during the hiring process and in accordance with applicable wage and hour laws.

Versant Health will never request money from candidates who seek employment with us and will never ask for any payment as part of the recruitment process.

Versant Health is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at Versant Health without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.

Our purpose is to make healthy vision a reality for everyone by improving access to care and education in the communities we serve.

Fueled by our mission to improve members’ lives with easy-to-use vision solutions rooted in choice, value, and care, Versant Health believes that everyone has the power to become anything they set their sights on.

Our team is guided by core Leadership Principles—Perspective, Care, Drive, and Ownership—which shape how we work, lead, and grow together.

Our Management Team is committed to fostering a strong and supportive culture, cultivating a thriving work environment, providing clear direction, optimizing resources, enabling innovative solutions, and driving meaningful results.