account assistant

Yale University

<div>Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!
Overview
Under the general direction of the Yale Medicine Pre-Estimation Manager, the Financial Counselor plays a critical role in supporting patients through the financial aspects of their care journey. This position is primarily responsible for proactively engaging with patients to determine their financial responsibility and provide clear, personalized estimates of the anticipated costs for medical services prior to those services being rendered.
The Financial Counselor initiates direct communication with patients, via phone, secure messaging, or in-person consultations to explain insurance coverage, out-of-pocket obligations, and available payment options. They ensure patients understand the estimate by addressing questions, clarifying billing components, and offering empathetic guidance tailored to each patient&rsquo;s financial situation.
In addition to providing estimates, the Financial Counselor is responsible for securing payment or establishing payment arrangements prior to service delivery. This includes discussing financial assistance programs, facilitating pre-service collections, and coordinating with clinical and administrative teams to ensure a seamless patient experience. Throughout the process, the Financial Counselor maintains a compassionate and professional demeanor, recognizing the stress financial uncertainty can bring and striving to empower patients with transparency and support.
Required Skills and Abilities 
1. Superior oral and written communication skills. Independent decision-making. 
2. Knowledge and thorough understanding of insurance benefits and ability to interpret and discuss deductibles and co-insurances with patients. Excellent customer service skills and work well as a team player. 
3. Excellent attendance and reliability. Highly energetic and motivated with the ability to work under pressure and handle and maintain a high volume of accounts. 
4. Ability to maintain a high degree of tact, diplomacy and understanding in dealing with patients and maintain a high level of confidentiality in discussing personal and financial matters. 
5. Excellent organizational skills. 
 
Preferred Skills and Abilities
At least two years medical billing and customer service experience. Working knowledge of medical insurance authorizations and referrals preferred. Working knowledge of ICD-10 and CPT codes. EPIC experience. Understanding of Credit Balance process in EPIC. Working knowledge of Microsoft Office. Spanish speaking preferred.
Principal Responsibilities
1. Serves as a principal source of information on rules and procedures governing University accounts receivable. Oversees and instructs support staff. 2. Oversees maintenance of account files, ensuring accuracy and completeness. Reviews payment histories. 3. Resolves problem and delinquent accounts with supervisor and collection agency. Assists with final review and disposition of problem accounts. 4. Recommends and implements changes to systems and operating procedures. Composes form letters and correspondence used in accounts receivable activities. 5. Researches individual accounts. Summarizes findings in reports. Completes and processes forms. Performs clerical functions incidental to account activity. Required Education and Experience Four years of related work experience, two of them in the same job family at the next lower level, and high school level education; or two years of related work experience and an Associate's degree, or an equivalent combination of experience and education.
Job Posting Date
04/13/2026
Job Category
Administrative Support
Bargaining Unit
L34
Compensation Grade
Labor Grade D
Compensation Grade Profile
Hourly Range
$31.83
Time Type
Full time
Duration Type
Staff
Work Model
Hybrid
Background Check Requirements
All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit &quot;Learn about background checks&quot; under the Applicant Support Resources section of Careers on the It's Your Yale website.
Health Requirements
Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.
Posting Disclaimer
The hiring rate of a role is determined in accordance with the provisions outlined in the respective collective bargaining agreement. 
The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department. 
 
The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual&rsquo;s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran. 
 
Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).
Note
Yale University is a tobacco-free campus.</div>

Account Assistant 4, Pre-Estimations

Insurance Office of America

<div>
 
 Job Description
 
 
 
 
 Title: Account Assistant - Commercial Lines
 
 
 
 
 Work Mode
 
 
 :
 
 In-Office M-F 8:00 AM - 5:00 PM at our Home Office in Longwood, FL
 
 
 
 Book Focus:
 
 General, Select Business |
 
 Experience:
 
 3-5+ years in customer service (required), insurance (preferred)
 
 
 
 Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
 
 
 
 
 About the Role:
 
 Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Specific responsibilities include data entry, word processing, reviewing policy forms for accuracy, handling transmittals to clients/insureds, and providing general office support.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Office Support: Assist with general office tasks and administration.
 </li>
 <li>
 Policy Processing: Assist with endorsements, audits, cancellations, reinstatements, and policy releases.
 </li>
 <li>
 Task Management: Prepare check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
 </li>
 <li>
 Data Management: Maintain accurate and up-to-date data in agency systems.
 </li>
 <li>
 Activity Monitoring: Ensure timely completion of tasks and activities.
 </li>
 <li>
 Communication: Keep the account team informed of workload status and any issues.
 </li>
 <li>
 Service Excellence: Provide proactive and responsive service.
 </li>
 <li>
 Performance Monitoring: Ensure productivity and quality standards are met.
 </li>
 <li>
 Promote Culture: Participate in team building and promote a positive work environment.
 </li>
 <li>
 Continuous Improvement: Seek and adopt best practices.
 </li>
 <li>
 Compliance: Adhere to company policies and procedures.
 </li>
 <li>
 Professional Development: Enhance technical skills and industry knowledge.
 </li>
 <li>
 Relationship Building: Foster positive relationships with colleagues and leadership.
 </li>
 <li>
 Other Duties: Perform additional tasks as assigned.
 </li>
 <li>
 Champion IOA Values: Demonstrate integrity and leadership.
 
 
 </li>
 </ul>
 
 Ideal Candidate Qualifications
 
 
 
 <ul>
 <li>
 3-5 years&rsquo; experience in customer service, industry experience preferred
 </li>
 <li>
 Exceptional customer service, communication, multitasking, and organizational skills
 </li>
 <li>
 Proficiency in MS Office (Outlook, Word, Excel)
 </li>
 <li>
 High School Diploma (or equivalent)
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 <ul>
 <li>
 Competitive salaries and bonus potential
 </li>
 <li>
 Company-paid health insurance
 </li>
 <li>
 Paid holidays, vacations, and sick time
 </li>
 <li>
 401K with employer match
 </li>
 <li>
 Professional growth and career progression opportunities
 </li>
 <li>
 Respectful culture and work/family life balance
 </li>
 <li>
 Community service commitment
 </li>
 <li>
 Supportive teammates and a rewarding work environment
 
 
 </li>
 </ul>
 
 What To Expect (Application Process)
 
 
 
 <ul>
 <li>
 30-Minute Phone Screen, Online Assessments, and Interview(s)
 
 
 </li>
 </ul>
 
 Salary Range
 
 
 
 The expected pay range for this position is $33,000.00 - $45,000.00 annually depending on experience, relevant skills, and geographic location.
 
 
 Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
</div>

Account Assistant (Entry Level, In Office)

<div>Job Description:<div><div>
Title: Account Associate - Commercial Lines</div><div>
Work Mode: Fully remote for candidates located in the Northeast| Location/Supporting: Cherry Hill, NJ office | Book Focus: General Book, Real Estate, Habitational 
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations</div><div> 
 
About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.</div><div> 
 
Key Responsibilities:</div><div><ul><li>
Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.</li></ul></div><div><ul><li>
Office Support: Assist with general office tasks and administration.</li></ul></div><div><ul><li>
Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.</li></ul></div><div><ul><li>
Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.</li></ul></div><div><ul><li>
Data Management: Maintain accurate and up-to-date data in agency systems.</li></ul></div><div><ul><li>
Activity Monitoring: Ensure timely completion of tasks and activities.</li></ul></div><div><ul><li>
Communication: Keep the account team informed of workload status and any issues.</li></ul></div><div><ul><li>
Service Excellence: Provide proactive and responsive service.</li></ul></div><div><ul><li>
Performance Monitoring: Ensure productivity and quality standards are met.</li></ul></div><div><ul><li>
Promote Culture: Participate in team building and promote a positive work environment.</li></ul></div><div><ul><li>
Continuous Improvement: Seek and adopt best practices.</li></ul></div><div><ul><li>
Compliance: Stay updated on company policies and procedures.</li></ul></div><div><ul><li>
Professional Development: Enhance technical skills and industry knowledge.</li></ul></div><div><ul><li>
Relationship Building: Foster positive relationships with colleagues and leadership.</li></ul></div><div><ul><li>
Champion IOA Values: Demonstrate integrity and leadership.</li></ul></div><div> 
 
Ideal Candidate Qualifications:</div></div><div><div><ul><li>
2+ years of commercial insurance experience</li></ul></div><div><ul><li>
Thorough knowledge of insurance brokerage and client needs</li></ul></div><div><ul><li>
Required active licensing strongly preferred</li></ul></div><div><ul><li>
Strong analytical, problem-solving, and decision-making skills</li></ul></div><div><ul><li>
Exceptional customer service, communications. multitasking, and organizational skills</li></ul></div><div><ul><li>
Proficiency in MS Office (Outlook, Word, Excel)</li></ul></div><div><ul><li>
High School Diploma (or equivalent)</li></ul></div><div> 
 
What We Offer:</div><div><ul><li>
Competitive salaries and bonus potential</li></ul></div><div><ul><li>
Company-paid health insurance</li></ul></div><div><ul><li>
Paid holidays, vacations, and sick time</li></ul></div><div><ul><li>
401K with employer match</li></ul></div><div><ul><li>
Professional growth and career progression opportunities</li></ul></div><div><ul><li>
Respectful culture and work/family life balance</li></ul></div><div><ul><li>
Community service commitment</li></ul></div><div><ul><li>
Supportive teammates and a rewarding work environment</li></ul></div><div> 
 
What to Expect (Application Process):</div><div><ul><li>
30-Minute Phone Screen, Online Assessments, and Interview(s)</li></ul></div></div>
Salary Range
The expected pay range for this position is $24.00 to $26.00 per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</div>

Account Associate - Commercial Lines

Supreme Rental Services

Job Summary We are seeking a detail-oriented Billing Assistant to join our team in Midland, TX. In this role, you will be an essential part of our day-to-day operations &mdash; gathering billing information, preparing accurate invoices, and ensuring timely delivery to customers and internal teams. You'll work in a fast-paced office environment supporting both field operations and management, and you will be expected to communicate professionally with customers and staff alike. This is a great opportunity for someone who takes pride in accuracy and thrives in a structured, team-oriented setting.Duties<ul><li>Collect all necessary information required to generate accurate customer invoices</li><li>Prepare and issue invoices in a timely and accurate manner</li><li>Review invoices for accuracy prior to delivery and distribute through proper procedures</li><li>Assist with month-end reporting and billing reconciliation</li><li>Communicate professionally with customers and internal staff to resolve billing inquiries</li><li>Maintain organized billing records and documentation</li><li>Perform other duties as assigned by management</li></ul>Required Qualifications<ul><li>Previous billing or accounts receivable experience preferred</li><li>Proficiency in Open Invoice, Open Ticket, Microsoft Excel, and general Office software</li><li>Strong written and verbal communication skills in English</li><li>High attention to detail and commitment to accuracy</li><li>Ability to manage multiple tasks and meet deadlines in a fast-paced environment</li><li>Must be authorized to work in the United States</li></ul>Preferred<ul><li>Experience in oilfield, energy, or chemical industry billing</li><li>Familiarity with field ticketing and invoice workflows</li><li>Associates degree or higher in accounting, business, or a related field</li><li>Ability to handle a high volume of invoices with consistent accuracy</li></ul>Pay: $18.00 - $20.00 per hourBenefits:<ul><li>AD&amp;D insurance</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Language:<ul><li>English (Required)</li></ul>Ability to Commute:<ul><li>Midland, TX 79707 (Required)</li></ul>Work Location: In person

Billing Assistant

Lumenco Canada

About the roleLumenco Canada is a B2B lighting and electrical supply distributor based in Qu&eacute;bec, Canada. We are looking for a sharp, self-directed Accounts Assistant to manage our day-to-day financial operations independently. You will report directly to our Operations Manager and be expected to own your responsibilities with minimal oversight &mdash; this role suits someone who takes initiative, communicates proactively, and is comfortable working autonomously within a remote team structure.Responsibilities<ul><li>Process supplier and customer invoices accurately and on time using QuickBooks Online</li><li>Manage accounts payable and receivable, including payment runs and follow-ups</li><li>Perform monthly bank and account reconciliations</li><li>Maintain up-to-date financial records, databases, and spreadsheets</li><li>Prepare weekly and monthly financial reports and summaries for management</li><li>Coordinate with the Operations Manager on purchase orders, supplier credits, and cost tracking</li><li>Flag discrepancies and resolve issues independently, escalating only when necessary</li><li>Support month-end and year-end closing activities as directed</li></ul>Qualifications<ul><li>Bachelor's degree in Accounting, Finance, or a related field (required)</li><li>Hands-on experience with QuickBooks Online (required)</li><li>Strong proficiency in Microsoft Excel</li><li>Excellent written and spoken English (required)</li><li>High attention to detail and strong organizational skills</li><li>Proven ability to work independently and manage your own workload without day-to-day supervision</li><li>Comfortable working with a Canadian-based team across time zones</li><li>Experience in a distribution, wholesale, or e-commerce environment is an asset</li></ul>Why join Lumenco<ul><li>Competitive salary of PKR 45,000&ndash;55,000 based on experience and demonstrated skills</li><li>Direct ownership of day-to-day financial operations for a North American distribution business from day one</li><li>Resume-building international experience with a Canadian company</li><li>Clear career path toward Senior Accounts Executive, Finance Lead, or Commercial Operations roles</li><li>Opportunity for future flexibility or hybrid work based on performance</li><li>Health coverage</li><li>Paid leaves</li><li>Supportive, process-driven, and professional team culture</li></ul>Shift hours : 3:00 PM &ndash; 12:00 AM PKT Monday to Friday &middot; Office-basedReports to: Operations ManagerLanguage requirement : English &mdash; professional written and spoken fluency required.Job Type: Full-timePay: Rs45,000.00 - Rs65,000.00 per monthApplication Question(s):<ul><li>Are you able to work office-based hours of 3:00 PM to 12:00 AM PKT, Monday to Friday?</li></ul>Experience:<ul><li>Quickbooks Online: 1 year (Required)</li></ul>Language:<ul><li>English (Required)</li></ul>Work Location: In person

Accounts Assistant

Insurance Market Place

Commercial Lines Account ManagerWe are seeking a motivated and detail-oriented Commercial Lines Account Manager to support and grow our expanding commercial insurance division. This role manages day-to-day servicing of commercial accounts while assisting with new business growth.Responsibilities:<ul><li>Manage commercial lines accounts (GL, BOP, Property, Auto, WC, etc.)</li><li>Issue Certificates of Insurance (COIs)</li><li>Process endorsements, renewals, audits, and policy changes</li><li>Handle billing inquiries and carrier communication</li><li>Market and negotiate renewal accounts as needed</li><li>Support quoting and placement of new business</li><li>Provide exceptional customer service in English and Spanish</li></ul>Qualifications:<ul><li>Commercial lines experience preferred</li><li>2-20 license preferred; 4-40 license accepted</li><li>Strong knowledge of commercial coverages</li><li>Experience with agency management systems and carrier portals</li><li>Organized, proactive, and growth-oriented</li></ul>Join a growing agency where you&rsquo;ll play a key role in expanding our commercial lines division.Job Type: PermanentPay: $35,000.00 - $55,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul>Work Location: In person

Commercial Lines Account Manager

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Account Assistant 4, Pre-Estimations

Account Assistant (Entry Level, In Office)

Account Assistant (Entry Level, In Office)

Account Associate - Commercial Lines

Billing Assistant

Accounts Assistant

Commercial Lines Account Manager