We are seeking a detail-oriented, organized, and dependable Administrative Assistant with strong experience in insurance billing and bookkeeping to support our daily office operations, client services, and financial administration.
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The ideal candidate is professional, reliable, accurate, and comfortable managing multiple priorities in a fast-paced environment. This position is ideal for someone who enjoys both administrative responsibilities and financial/insurance-related work and takes pride in maintaining accurate records and providing excellent client service.
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Key Responsibilities
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Insurance Billing & Client Services
- Manage referrals, client intakes, and insurance verification.
- Handle the full insurance billing cycle, from claim submission through payment.
- Submit, track, and follow up on insurance claims.
- Verify insurance benefits and eligibility.
- Monitor claim status and follow up on unpaid or outstanding claims.
- Research and resolve claim denials, rejections, and billing issues.
- Correct and resubmit denied or rejected claims as needed.
- Post insurance and client payments accurately.
- Follow up on outstanding insurance and client balances.
- Communicate with insurance companies regarding claims, benefits, and reimbursement.
- Maintain accurate billing records and supporting documentation.
- Help maximize timely and accurate reimbursement for services provided.
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Bookkeeping & Financial Administration
- Perform basic bookkeeping and financial administrative tasks.
- Record and post payments accurately.
- Reconcile accounts and assist with account maintenance.
- Track expenses and maintain accurate financial records.
- Assist with financial data entry and related administrative tasks.
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General Administrative Support
- Answer and respond to phone calls, emails, and other correspondence.
- Schedule appointments and maintain calendars.
- Prepare documents and maintain accurate electronic and paper records.
- Greet clients and provide professional, friendly, and responsive customer service.
- Manage office supplies and help maintain an organized, welcoming office environment.
- Assist with data entry and database management.
- Maintain confidentiality of client and financial information.
- Provide general administrative support to the team as needed.
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Social Media
- Assist with managing and maintaining Facebook and Instagram content.
- Collaborate with team members to support social media initiatives and content planning.
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Qualifications
- Previous insurance billing experience is required.
- Experience with insurance claims, eligibility verification, denials, rejections, and account follow-up.
- Strong understanding of the insurance billing and reimbursement process.
- Basic bookkeeping and accounting skills are required.
- Experience with payment posting, account reconciliation, and maintaining financial records is preferred.
- Previous administrative or office experience preferred.
- Proficiency with Microsoft Office, particularly Microsoft Excel.
- Experience with SimplePractice is preferred.
- Strong attention to detail, organization, accuracy, and follow-through.
- Excellent written and verbal communication skills.
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