Bill/Payroll Case Coordinator

Location: San Antonio, TX (Flexible Hybrid Work Model Offered)
Schedule: Monday – Friday (8 am – 6 pm)

Opportunity Overview: Zinn Insurance is looking for a Billing and Payroll Case Coordinator to join their growing team in San Antonio, TX. The ideal candidate for this role is organized, personable, optimistic, enthusiastic, loyal, and fun. Monique Zinn, the CEO, has been an experienced executive and leader in the insurance industry for 20 years and started the agency in 2004. https://zinninsurance.com/personnel/monique-zinn/

If you have solid attention to detail, can multitask, and keep a smile, this might be the perfect opportunity for you!

Who You Are: An ideal candidate wants to work in a fast-paced environment and is willing to take the initiative when necessary. Three to five years of experience in Billing & Payroll is required with a high level of working knowledge with Microsoft Office Suite and payroll systems such as Sage or QuickBooks. Excellent communication skills with an ability to deliver quality results, meet deadlines and provide superior client care.

What’s In It for You:

Compensation package
Benefits: Health, Dental, Vision, Life, and Concierge insurance for employee coverage
Company-paid time off & eight (8) paid holidays
Professional growth opportunities available with the potential for advancement

Job Responsibilities Include:

Manage bill/payroll & assist with documenting procedures
Generating bill/payroll reports for clients
Auditing
Reconciliations
Assist clients with submitting payments and setting up draft payments
Creating Excel spreadsheets
Data Entry
Install clients in Benefits Administration & HR systems
Answering phones and inputting business lines in databases
Updating reports where needed
Working with companies’ phone and email
Prioritize emails and various projects
Expected to handle highly sensitive and confidential financial, legal, personnel, and institutional information while exercising professionalism and discretion
Coordinate work with other staff as needed; play a vital role in the coordination of projects
Other additional and alternative duties as assigned from time to time, including supporting other departments or Executives as needed

Reports To: Billing & Payroll Manager

Qualifications:

Coachable
High School Degree (required), College Education (preferred)
3-5 years of bookkeeping experience
Time management skills
Ability to pay attention to detail
Organized, multi-tasker with high standards for excellence
Strong communication and interpersonal skills
Team and goal-oriented
Strong work ethic and resourcefulness
Advanced understanding of software programs such as Microsoft Office Suite
Three to five years’ prior experience in supporting HR management.

Who Are We? We are a fast-paced insurance agency that thinks outside of the box. Some might call us a little crazy. We work hard, laugh a lot, and play hard. We come from diverse backgrounds and enjoy an eclectic array of music to increase productivity and brighten our day! We also take coffee very seriously! Our passion fires up our creative spirits like a warm cup of joe. We are a results-driven strategic machine that values self-motivation and the ability to harness your own initiative to get the job done. However, we are always a team first and everyone is willing to guide and help!

Monique Zinn has over 20 years of experience in the insurance industry and founded the company in 2004. She is an insurance expert and has grown the company double digits consecutively over the last five years.

We provide paid time off, eight paid holidays, flexible work schedules with hybrid workspaces, team events, ongoing growth and education, and employee benefits that include concierge medicine, medical, dental, vision, life, disability, and retirement benefits.

Our company values are:
Loyalty to our clients and team
Always putting the client first
Follow company culture