Accounting Assistant

Accounting & Administrative Assistant

DESCRIPTION

Working out of our Corporate Office in Green Bay, the Accounting & Administrative Assistant provides support to the accounting/finance team with a focus on managing long term care insurance billing, reviewing billing and payroll records and assisting with accounts receivable collection.  As the face of Home Instead, this team member must demonstrate our core value, Love (v.), in all interactions with internal and external customers and staff: patience, kindness, humility, selflessness, respectfulness, forgiveness, honesty and commitment. 

RESPONSIBILITIES

• Manage Long Term Care (LTC) Insurance claims for clients for all office locations
• Initiate Long Term Care Insurance claim submission
• Gather and input CAREGiver Log Notes for LTC clients
• Respond to client inquiries and LTC requests for information in a timely fashion
• Reconcile Long Term Care Insurance payments and earnings of benefits
• Create and standardize processes regarding Long Term Care Insurance cases
• Coach CAREGivers and administrative staff to gather necessary and effective LTC processing
• Support billing and payroll within the Corporate Accounting Department
• Review daily billing and payroll records
• Review billing exceptions (red shifts, overlaps, & trip charges)
• Assist in sending out the weekly/monthly Accounts Receivable statements
• Initiate and respond to client balance inquiries and collection letters
• Monitor client payment plans
• Verify accuracy of data and revise any errors
• Answer questions about client invoices and services
• Assist in providing financial, operational and management information by gathering information from various sources
• Create and maintain spreadsheets to provide relevant data to management
• Recognize opportunities for process improvement in accounting or operational procedures
• Provide administrative support activities as required
• Occasional inter-departmental support as needed

• Participate in department projects
• All other duties as assigned

MINIMUM QUALIFICATIONS

• Associate Degree in Accounting or equivalent work experience
• Professional office work experience preferred
• Previous experience and comfort with Excel required ability to work with formulas, charts/graphs, pivot tables, etc.
• Aptitude for attention to detail and analyzing data
• Demonstrated professional verbal and written communication skills

SUPERVISORY

This position has no direct supervisory responsibilities.

PHYSICAL DEMANDS

These physical demands are representative of the physical requirements necessary for an employee to successfully perform the responsibilities of the position.  Reasonable accommodation can be made to enable people with disabilities to perform the described responsibilities of the position.

While performing the responsibilities of the position, the employee is required to talk and hear. The employee is often required to sit and use hands and fingers, to handle or feel and to manipulate keys on a keyboard.  The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required in this job include close vision.

WORKING ENVIRONMENT

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones.  Minimal travel may be required.

Each Home Instead franchise is independently owned and operated.