Billing Specialist (Temporary)

Position Summary

The Temporary Billing Specialist supports Tres Health’s billing operations, including billing configuration migration, data validation, renewal processing, and quality assurance. This role is responsible for reviewing and reconciling billing data, updating configurations within internal systems, creating and updating renewal rates, preparing renewal packets, and ensuring billing and renewal information is accurate, complete, and processed in accordance with established procedures.

The Billing Specialist works across multiple systems and portals to maintain accurate records, identify and resolve discrepancies, and support timely completion of billing and renewal activities. The ideal candidate has strong Excel skills, exceptional attention to detail, and the ability to learn internal systems quickly, work independently, and manage high-volume processing workloads while maintaining accuracy and meeting deadlines.

Essential Duties & Responsibilities

• Review, audit, and reconcile existing billing configuration data maintained in Excel spreadsheets and legacy systems to support accurate migration into internal portals.
• Enter, edit, and update group billing configurations within designated systems and portals, ensuring data accuracy and completeness.
• Validate billing configuration information and submit configurations for approval in accordance with established procedures.
• Perform quality assurance reviews of billing configurations to identify discrepancies, missing information, and potential processing errors.
• Review and approve billing configurations within internal portals when authorized and in accordance with established approval procedures.
• Audit existing billing configurations to identify, investigate, and correct data inconsistencies and configuration discrepancies.
• Create and update renewal rates and related billing information in accordance with established requirements.
• Prepare, review, and submit renewal packets, ensuring required documentation and supporting information are accurate and complete.
• Validate renewal data, rates, calculations, documentation, and system entries before submission and final processing.
• Perform quality assurance reviews of renewal rates, renewal packets, billing configurations, and related submissions to identify and resolve errors.
• Update premium builders and billing configurations as part of the renewal process, ensuring system information aligns with applicable renewal requirements.
• Research and troubleshoot data inconsistencies, calculation discrepancies, and configuration issues, escalating complex or unresolved matters as appropriate.
• Maintain accurate records of completed work, validation activities, identified discrepancies, and corrective actions.
• Manage assigned workloads and competing priorities to meet production targets, quality standards, and time-sensitive billing and renewal deadlines.
• Follow established workflows, documentation standards, approval requirements, and internal controls, maintaining appropriate separation between processing, quality assurance, and approval responsibilities.
• Identify recurring errors and opportunities to improve data accuracy, processing efficiency, and operational workflows.
• Collaborate with team members and internal stakeholders to resolve exceptions and support consistent execution of billing and renewal processes.
• Other tasks as assigned.

Minimum Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree in Business Administration, Finance, Accounting, Insurance, or a related field preferred.
• 2+ years of experience in billing operations, insurance operations, benefits administration, renewals, data entry, or a related field preferred.
• Intermediate proficiency in Microsoft Excel, including the ability to review, reconcile, compare, and validate large datasets.
• Experience entering, maintaining, and validating data across multiple business systems, portals, or administrative platforms.
• Working knowledge of billing configurations, billing structures, premium calculations, or related insurance and benefits administration processes preferred.
• Familiarity with rate development, renewal processing, renewal documentation, and submission workflows preferred.
• Experience performing quality assurance reviews, identifying discrepancies, and validating data accuracy.
• Strong analytical and problem-solving skills, including the ability to investigate data inconsistencies and determine appropriate corrective actions.
• Exceptional attention to detail and commitment to accuracy and completeness.
• Strong organizational skills and the ability to manage high-volume processing workloads while meeting deadlines.
• Ability to learn new systems, internal processes, and configuration requirements quickly.
• Ability to work independently, follow established procedures, and escalate issues appropriately.
• Strong written and verbal communication skills and the ability to collaborate effectively with remote team members.
• Ability to maintain accurate documentation and handle confidential business, customer, financial, and benefits-related information appropriately.
• Insurance, employee benefits, healthcare billing, or benefits administration experience preferred.
• Experience with billing system migrations, premium builder configuration, rate calculations, or renewal platforms preferred.

Work Schedule & Remote Work

Temporary, remote position aligned with U.S. business hours. Flexibility may be required to support billing deadlines, renewal processing, migration milestones, high-volume processing periods, and other time-sensitive operational needs. The anticipated duration of the temporary assignment and expected weekly hours will be communicated separately.

Remote Work Requirements

• Dedicated home office with reliable, high-speed internet.
• Secure workspace aligned with applicable company security and privacy requirements, including secure Wi-Fi and screen privacy.
• Ability to complete billing, data migration, renewal processing, and quality assurance activities effectively in a fully remote environment.
• Ability to maintain confidentiality and securely handle customer, financial, benefits, and other sensitive information.
• Ability to use Microsoft Excel, internal billing and renewal portals, document management systems, video conferencing tools, and other standard remote work technology.
• Ability to manage assigned work independently while maintaining communication with the manager and team regarding progress, discrepancies, and potential delays.

Security, Privacy & Compliance

This position requires adherence to Tres Health’s security and privacy policies and applicable requirements for safeguarding confidential business, customer, financial, and benefits-related information. The employee must complete required security training, follow access management protocols, use approved systems and tools, and comply with applicable company policies and regulatory requirements.

The employee is expected to access and modify billing configurations and renewal information only within the scope of assigned responsibilities and authorized permissions. All data changes, quality assurance activities, and approvals must follow established procedures and internal controls.

Physical Requirements

• Prolonged periods of sitting and working at a computer.
• Ability to communicate effectively through video, phone, and written platforms.
• Ability to effectively use computers, spreadsheets, billing and renewal systems, and other standard remote work technology.
• Visual and auditory capabilities suitable for remote work.
• Ability to occasionally lift up to 15 pounds.

Tres Health is committed to ADA compliance and will provide reasonable accommodations to individuals as needed.

Employment Status

This is a temporary employment position. The anticipated assignment duration, schedule, and applicable employment terms will be communicated separately. Employment is governed by applicable law and the terms of the employee’s employment arrangement.

EEO & Reasonable Accommodation

Tres Health is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other protected category. Tres Health provides reasonable accommodations to enable individuals with disabilities to perform the essential functions of the role. This description is not intended to list all duties or qualifications and may be updated at any time.