Senior Billing Specialist
Dallas, Texas, United States of America
Full Time
2 weeks ago
No Visa Sponsorship
About this role
Role Overview
- Manage complex, multi-faceted agency-bill invoicing transactions within the HUB Billing Operations (HBO) West Region
- Process agency-bill invoicing transactions for middle market, complex, and multi-policy accounts
- Manage billing for accounts with three or more insurance policies and non-standard billing arrangements
- Execute complex billing transactions including new business, renewals, endorsements, audits, and cancellations within Epic
- Complete complex invoicing for all agency bill items for the designated region
- Enter transactions in Epic to match carrier documents and ensure proper coding
- Ensure carrier invoices are sent to accounting (HFC) and attach generated invoices to the HBO activity
- Navigate complex policy structures, surplus lines, and non-standard billing arrangements
- Manage HBO activities assigned via Epic home screen
- Monitor and process Normal priority HBO activities
- Monitor and process Urgent priority HBO activities within 3 business hours
- Meet individual productivity targets
- Adhere consistently to established workflows, service standards, and quality controls
- Serve as the subject matter resource for HBO Billing Specialists
- Resolve billing exceptions and escalated HBO activities
- Assist the service team with PX2 and PDM activities
- Resolve open Activities including PX3s in partnership with the HFC
- Provide problem-solving support to Servicers with complicated client invoicing and historic discrepancies
- Review incoming Servicer activities for completeness before processing
- Mentor and coach HBO Billing Specialists
- Assist in the training of new HBO employees
- Maintain accurate billing documentation in activity notes and attachments
Requirements
- Associate or Bachelor’s Degree or Insurance Brokerage Distinction
- High School diploma or equivalent required
- 2–5 years of previous accounting or billing experience
- Experience with Applied Systems Epic (insurance broker management system)
- Previous experience in insurance billing or financial services
- Insurance Broker License
Benefits
- N/A