Job Description
- Manage a personal daily queue of 25–35 customer cases, ensuring timely and accurate resolution.
- Handle complex customer inquiries, including:
- Billing audits
- Interim billing adjustments
- Price matching
- Financial discrepancies
- Work across thousands of customer accounts with high attention to detail.
- Utilize 40+ internal programs and systems, including Salesforce and AS400 (primary system of record).
- Collaborate with team leads and managers within a structured team environment divided by invoice specialties
-Communicate with customers primarily via email, with some phone interaction (not a call‑center environment).
- Maintain accuracy and professionalism when handling sensitive financial information.
- Prioritize workload effectively in a fast‑paced, high‑volume environment.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
- Background in finance, business, or a related field strongly preferred.
- Experience in customer service, particularly in a finance‑driven or billing‑focused environment.
- Strong problem‑solving abilities and comfort navigating complex issues.
- Ability to work under pressure with high expectations and tight deadlines.
- Excellent written communication skills; majority of customer interaction is email‑based.
- High level of comfort working with multiple systems and learning new tools quickly.
- Strong organizational skills and the ability to manage a consistent daily caseload.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.