Full Time, Non-Exempt

$30-$35 per hour/plus benefits

On-site: Santa Rosa, CA

The Member Insurance Customer Service and A/R Manager serves as the primary contact for the insurance Trust Program and is the liaison between NCBE members and the Third-Party Administrator (TPA).

• Provide daily customer service support by answering questions regarding health insurance plans from NCBE members by phone or in the office.
• Send enrollments, terminations, and changes to TPA daily.
• Resolve benefit/billing-related issues with the TPA and members.
• Review monthly premium statements for Trust participating firms to ensure they are accurate.
• Mail/email Past Due insurance premium letters to members, or contact them by
• Maintain COBRA enrollment records.
• Forward payments received on behalf of Trust accounts to the phone.
• Maintain and secure member insurance files and documentation.
• Attend Quarterly NBBE Insurance Trust meetings (by Zoom or in person).
• Attend Administrators' meetings as needed.
• Support the broker with all annual “open enrollment” materials for NBBE Annual Insurance Trust Benefit renewal.
• Email “Open Enrollment” materials to all participating firms annually.
• Receive & review all open enrollment documents from each participating firm and forward completed enrollment documents to the TPA.
• Provide member feedback regarding benefits and administration.
• Assist with marketing efforts to recruit new participating firms.
• Assist with NCBE annual events.

Accounts Receivable Manager Summary:

In support of the CFO, the Accounts Receivable Manager prepares and sends monthly statements, receives and posts payments, follows up on delinquent accounts, and maintains membership and workers’ compensation records.

• Assist NCBE members and vendors with billing/account
• Maintain membership records, including entering new members, reinstating members, and terminating members. Keep contact information current with the membership manager.
• Balance the new membership and resignations report for each monthly Board meeting with the membership manager.
• Enter member billings in McTrade for dues, permits, advertising, seminars, legal program, compensation dues, and online planroom, etc.

• Prepare, print, and mail all invoices/statements to members.
• Receive and post payments and process credit card payments.
• Prepare and deliver bank deposits to the bank for all NCBE-related payments.
• Assist in making reminder calls to members who are delinquent in paying their outstanding invoices.
• Send membership cancellation notices or bad debt letters to members who have canceled or who have failed to pay.
• Maintain records and balance the NCBE Workers' Comp program with George Petersen Insurance Agency.
• Maintain current and archived A/R files and documentation
• Quarterly, compare the “online planroom” report with the McTrade report.
• Balance/maintain Petty Cash for NCBE & Community Funds.
• Order and maintain the contractor’s forms.
• Assist with all NCBE Events throughout the year, such as Crab Feed, Golf Tournament, or when needed.

Education and/or Experience

• High school diploma or equivalent required
• 2+ years’ experience in applicable accounts receivable, general ledger systems and procedures, and financial chart of accounts
• Knowledge of GAAP, Workers' Compensation, and Health Insurance plans
• Proficient in QuickBooks, Microsoft Office (Outlook, Word, Excel)

POTENTIAL CANDIDATES WHO SUBMIT AN UPDATED RESUME AND COVER LETTER WILL RECEIVE A FULL JOB DESCRIPTION/BENEFIT INFORMATION