SUMMARY

The Billing Specialist role requires an individual who is professional and who displays the drive, determination, and self-motivation to help build a business.

Specifically, your mission will be to work closely with the Accounting Resource Center (ARC) and local Producers to fill the gap of agency bill issues.

JOB RESPONSIBILITIES

• Invoice ALL agency bill items for Account Manager
• 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 Hub Financial Center (HFC) to review and correct all discrepancies
• Work with Payable department to ensure payments sent on all large 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

QUALIFICATIONS

• Prior insurance accounting experience would be helpful
• 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
• Hybrid work schedule; must be in office minimum of three days weekly.

Department Account Management & ServiceRequired Experience : 1-2 years of relevant experienceRequired Travel : No Travel RequiredRequired Education : High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race / ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

The EEO is the Law poster and its supplement is available here at.

This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Last updated : 2024-06-11