Billing Insurance Administrator

Aston Carter•Neenah, WI

13d•$24 - $26•Onsite

About The Position

This role focuses on supporting surplus lines tax filing and compliance activities by ensuring accurate tax reporting, documentation, and state filings. You will work as part of a fast-paced, detail-oriented team that is managing a high volume of new and backlogged filings, helping to bring filings up to date and maintain ongoing compliance. The position requires strong administrative, organizational, and data reconciliation skills, as well as comfort working with manual, process-driven tasks and collaborating closely with multiple internal teams.

Requirements

Demonstrated administrative and organizational skills with experience handling documentation, filing, and data entry.
Working knowledge of general accounting principles to support tax, billing, and reconciliation activities.
Proficiency in Microsoft Excel, including the ability to perform accurate data entry, organize data, and reconcile detailed datasets.
Comfort working in manual, process-driven environments where procedures and SOPs guide daily tasks.
Strong attention to detail and follow-through to ensure accuracy in tax filings, documentation, and reconciliations.
Ability to manage workload effectively in a fast-paced, evolving environment with shifting priorities.
Experience with general administrative support in insurance, tax, accounting, or related fields.
Ability to work with Microsoft Office Suite for documentation, reporting, and communication.

Nice To Haves

Experience with surplus lines tax filings or surplus lines insurance processes.
Experience in insurance licensing or regulatory compliance.
Familiarity with agency management systems; experience with Nexsure is a plus.
Experience supporting billing, reconciliation, or reporting functions within an insurance, tax, or accounting environment.
Experience with document processing and administrative documentation in insurance or compliance settings.

Responsibilities

Support the surplus lines tax filing process by preparing reports and assembling all supporting documentation required for state filings.
Compile, review, and reconcile policy, billing, and tax-related data to ensure accuracy and compliance with state and internal requirements.
Coordinate closely with internal teams, including underwriting, service, billing and collections, licensing, and compliance, to gather information and resolve issues related to filings.
Extract and organize information from the agency management system to support surplus lines tax filings and related reporting.
Maintain and update spreadsheets used to track filings, reconciliations, and reporting, ensuring that records remain current and accurate.
Assist with resolving discrepancies so that tax filings align with billing, collection, and policy records.
Follow established procedures and standard operating procedures (SOPs) to promote consistency and accuracy across all filings.
Manage a high volume of work in an environment where priorities may shift frequently, adjusting focus as needed to meet deadlines.
Communicate effectively with internal stakeholders to clarify data, address questions, and support the overall surplus lines and compliance functions, without direct client-facing responsibilities.
Perform administrative tasks related to documentation, data entry, and filing to support insurance, tax, and accounting processes.