Billing & Accounting Support Representative
About The Position
We are seeking a Billing & Accounting Support Representative plays a key role within the Commercial Lines service team, supporting invoicing operations, accounts receivable management, and overall financial workflow accuracy. This role is responsible for ensuring timely and accurate invoicing, monitoring and following up on outstanding client balances, and assisting Account Managers with billing-related inquiries. The representative contributes to a seamless client experience by resolving issues efficiently, supporting internal teams, and maintaining strong service standards, while also identifying opportunities to improve and streamline operational processes.
Requirements
- Minimum 6 months of billing or accounting experience required
- High school diploma or GED required
- Proficiency with Microsoft Office
Nice To Haves
- AMS Experience preferred
- Prior Insurance Agency billing or Accounting experience preferred
- Strong relationship-building and a proactive, client-focused communication style.
- High attention to detail and accuracy in a fast-paced environment.
- Excellent organizational, multitasking, and time-management skills.
- Team-oriented, solutions-focused approach with strong problem-solving ability.
- Ability to work independently with accountability and minimal supervision.
- college degree preferred.
- Prior customer service experience preferred.
- experience with AMS systems is a plus.
Responsibilities
- Prepare, review, and issue client invoices accurately and in a timely manner.
- Monitor accounts receivable and track outstanding balances.
- Proactively follow up with clients regarding unpaid invoices and past-due balances.
- Respond to client and internal billing inquiries, providing clear and timely resolution.
- Support Account Managers with billing questions, discrepancies, and account reconciliations.
- Investigate and resolve invoicing issues, including discrepancies between carrier, client, and agency records.
- Maintain accurate billing and payment records within the Agency Management System.
- Collaborate with internal teams to ensure alignment between service, accounting, and carrier information.
- Contribute to continuous improvement efforts by identifying inefficiencies and recommending process enhancements.
- Assist with reporting and tracking of invoicing and collection activity as needed.
- Maintain professional relationships with team members, clients, and carriers.
- Adhere to agency procedures, financial controls, and Errors & Omissions guidelines.
- Perform additional duties and special projects as assigned.
Benefits
- Medical, dental, and vision insurance
- FSA (traditional & dependent care)
- Supplemental insurance options (STD, LTD, Life/AD&D, LTC)
- 401(k) with Safe Harbor employer contribution
- PTO, floating holidays, sick leave, and paid holidays
- Paid leave programs (jury duty, parental, volunteer, disability)
- Employee Assistance Program & discount programs
- Designation course reimbursement
- licensing support
- skill development opportunities
- a defined growth path within the commercial lines service team
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
