Job Description

Overview

Who We Are

Because health is personal. That's why Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.

Learn even more about the work that drives us at personifyhealth.com.

At Personify Health, we value and celebrate diversity and are committed to creating an inclusive environment for all employees. We believe in creating teams made up of individuals with various backgrounds, experiences, and perspectives. Why? Because diversity inspires innovation, collaboration, and challenges us to produce better solutions. But more than this, diversity is our strength, and a catalyst in our ability to #changelivesforgood.

Responsibilities

What You'll Actually Do

Responsible for client invoicing and set up activities, including but not limited to, new client invoice set up and rate configuration, existing monthly client invoices and renewals. Research client invoice inquiries and vendor payment discrepancies. Interdepartmental and external communication and support regarding invoicing. Set up and maintain client profiles in our secure portal and assist with troubleshooting issues.

Essential Functions/Responsibilities/Duties

• Prepare and issue invoices and account statements
• Maintain and update accounts receivable records in multiple billing systems
• Reconcile accounts and verify transaction accuracy
• Keep accurate records
• Process payments, refunds, and billing adjustments
• Communicate with clients to resolve billing issues
• Excellent ability to organize and coordinate tasks
• Collaborate with finance and sales teams to ensure billing accuracy
• Understand and document process and controls, systems, workflows, etc.
• Work with third party payment processors
• Generate billing reports for management
• Ad hoc projects. Perform other job duties as required.
• Ensure compliance with financial regulations and company policies

Qualifications

What You Bring to Our Team

Education and Experience

• TPA experience preferred but not required.
• Previous health insurance industry experience preferred.
• Advanced Excel skills and proficiency in other Microsoft Office applications.
• Ability to work effectively in a team environment.
• Proficient in financial and TPA systems: QuicLink, Javelina, GIAS, and El Dorado, NetSuite

Required Knowledge, Skills, and Abilities

• Strong attention to detail and organizational skills
• Excellent communication and interpersonal abilities
• Ability to handle sensitive financial data with confidentiality
• Familiarity with billing procedures and financial documentation

Physical Requirements

• Must be able to remain in a stationary position 50% of the time.
• The person in this job needs to occasionally move inside the office to access office machinery, filing cabinets, and meeting facilities.
• Constantly operates a computer and other office productivity machinery, such as copy machine, computer printer, calculator, etc.
• Frequently positions self to maintain files in file cabinets.
• Frequently move boxes or equipment weighing up to 25 pounds.
• Must communicate information and ideas so others understand. Must be able to exchange accurate information in these situations.
• Must be able to observe details at close range.

Disclaimer

This job description is not intended to contain a comprehensive list of activities, duties, or responsibilities, but constitutes a general description of the scope and function of the role within the company. Activities, duties, and responsibilities are subject to change at any time with or without notice.

Benefits

The Highlights:

• Competitive base salary and benefits effective day one
• Comprehensive medical and dental through our own health solutions (yes, we use what we build)
• Paid Time Off—rest and recharge time is non-negotiable
• Mental health support, retirement planning, and financial protection
• Professional development with clear career progression and learning budgets
• Mission-driven culture where diverse perspectives drive real impact on people's health

Want the full picture? Visit personifyhealthbenefits.com to explore our complete benefits package, wellness programs, and other employee perks.

Compensation: This position offers a an hourly pay range of $24.04 to $27.88 per hour, depending on location, skills, and experience. You're eligible for our full benefits package starting day one.

Our Commitment: Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive—because diversity is core to who we are and critical to our work in health and wellbeing.

Stay Safe: Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and or our secure applicant tracking system. Suspicious requests? Report them to talent@personifyhealth.com. View all legitimate openings at personifyhealth.com/careers.