Billing Specialist

Role Overview

• Invoice ALL agency bill items for region
• Follow set workflows for all agency invoicing
• Work with account managers to invoice all agency billed premiums for endorsements, renewals, new business, audits
• Review account set up in EPIC to be sure PR/BR and production credit information is correct
• Review and update all commissions in EPIC for the carrier, producer and agency
• Work with HFC to review and correct all discrepancies
• Work with Payable department to ensure payments sent on accounts
• Track aged receivables past due and advise producer and account manager to request cancellations or provide completed advance documentation
• Complete all finance agreement transactions
• Work with producers to find, verify and track down missing transactions, make corrections to their producer commission that are on their statements by fixing any errors
• Other duties assigned as they relate to direct bill transactions, corrections and reports
• Work with the agency bill and payables team to expedite corrections and carrier payments
• Work with Ops Manager to gather information for accounts going to collection
• Other duties as assigned

Requirements

• Prior insurance accounting experience preferred
• A high school diploma required; some college preferred
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
• Knowledge of EPIC agency management system highly preferred
• High attention to detail essential

Benefits

• Equal opportunity employer
• Accessibility assistance for applicants