Senior Operations Specialist

🔥 54 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

⚙️ Operations

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Review and correct invoices generated in the management system and sent to clients • Liaise with Client Experience and Accounting to resolve invoice discrepancies • Determine whether invoiced amounts match schedules • Create installment invoices and send them to clients or provide invoicing instructions to Operations Analysts in Epic • Review billing for accuracy • Participate in document review to create accurate workflows, how-to documents, and reports • Research invoicing and service-related items requested by Client Experience • Work on and supervise reconciliation of direct-bill discrepancies • Review tasks assigned by the Training & Quality Assurance Leader and determine implementation approaches • Monitor aged receivable reports and assist with statements, collections, system cleanup, and activity entries • Maintain project-management and tracking documents, records, and status updates • Assist with month-end tasks • Support reporting needs • Perform special projects assigned by the Director of Operations or manager

🎯 Requirements

• Bachelor’s Degree or 2 years experience • Bachelor’s Degree or Technical/Trade School 5 years • Moderate detail orientation and ability to handle complexity • Experience with multiple management, accounting, reporting, and project-tracking systems implied by the responsibilities • Ability to audit, research, and reconcile data variances • Ability to review and correct invoices and determine whether invoiced amounts match schedules • Ability to monitor aged receivables, assist with statements and collections, and perform system cleanup and activity entries • Ability to maintain accurate records and track project status