Client Account Specialist
corgi insurance servicesDallas, TX
Client Account Specialist
corgi insurance servicesDallas, TX
9 days ago
Occupations
Billing and Posting ClerksBookkeeping, Accounting, and Auditing ClerksInsurance Claims and Policy Processing ClerksIndustries
All Other Insurance Related ActivitiesOffice Administrative ServicesDirect Property and Casualty Insurance CarriersAbout the role
Client Account Specialist We're hiring a Client Account Specialist to own billing accuracy and the client experience around it making sure every property manager on our platform gets clear, correct, on-time billing.
What You'll Do:
Billing & client support
Act as the primary billing contact for property managers.
Update our Insurance Operating System (IOS) to reflect client requests and changes.
Accuracy & revenue
Keep billing structures in the IOS accurate.
Spot revenue-flow improvements and work with engineering to ship them.
Build dashboards that show leadership how billing is performing.
Process & enablement
Create training videos and tools to improve the client billing experience.
Write playbooks for billing support, validation, and troubleshooting.
Standardize processes to prevent workflow breakdowns.
What We're Looking For:
Sharp attention to detail and a strong instinct for data integrity.
Can explain technical and billing issues clearly to non-technical people.
Proactive, organized, and takes ownership.
Comfortable in-person, 5 days/week, in a fast-paced startup.
Compensation & Growth
Performance bonuses tied to billing accuracy, CSAT/NPS, and revenue KPIs.
Fast-tracked salary growth for strong performers.
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JOB OVERVIEW
Experience level
Senior
Location
Dallas, TX
Occupation
Billing and Posting Clerks
Industry
All Other Insurance Related Activities
Posted
9 days ago
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