Billing Relationship Associate

HowdenCharlotte, NC
$50,000 - $70,000Hybrid

About The Position

The Billing Relationship Associate is responsible for supporting billing activities within the US Regional Business Service Center. This role ensures accuracy, timeliness, and compliance in the preparation and delivery of client and carrier invoices. The Analyst works closely with account management and accounting teams to coordinate payment terms, resolve issues, and maintain strong financial controls.

Requirements

  • Bachelor’s degree in Accounting, Finance, Business, or related field; or equivalent work experience.
  • 2+ years of billing, accounting, or insurance operations experience.
  • Familiarity with insurance billing practices, fee agreements, and premium financing preferred.
  • Knowledge of SOX controls or financial compliance processes a plus

Nice To Haves

  • Organizational Skills: Ability to manage multiple tasks, deadlines, and record-keeping systems.
  • Attention to Detail: Crucial for accurately preparing and verifying documentation for applications and compliance.
  • Financial Acumen: Understanding of billing practices, allocations, and premium financing processes.
  • Communication Skills: Ability to work effectively with account teams, accounting, and carriers to resolve issues.
  • Regulatory Knowledge: Familiarity with SOX compliance standards and audit requirements.
  • Technical Skills: Proficiency with Microsoft Excel and billing/insurance systems (e.g. Epic, AMS360, or similar)
  • Problem-Solving: Skilled at investigating discrepancies and identifying corrective actions.

Responsibilities

  • Request, review, and ensure accurate and timely delivery of client and carrier invoices.
  • Coordinate billing allocations based on client and carrier instructions.
  • Process fee agreements and manage internal fee allocations in alignment with client and carrier requirements.
  • Calculate surplus lines tax obligations accurately and in accordance with state regulations.
  • Align with accounting to confirm carrier payment terms and ensure smooth payment processing.
  • Coordinate and maintain SOX compliance documentation to support billing and audit requirements.
  • Identify and resolve accounting discrepancies related to billing and payments.
  • Request and obtain premium finance quotes for viable accounts.
  • Review carrier audits for accuracy and partner on corrective actions as needed.

Benefits

  • Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
  • 401(k) retirement plan
  • Flexible Paid Time Off and paid parental leave
  • Life and Disability insurance
  • Discretionary bonus
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