Billing Specialist

HUB International • Waukesha, WI

312d • $48,000 - $50,000

About The Position

The Billing Specialist is responsible to complete agency bill invoicing and serve as a liaison between the account management teams and the accounting team to ensure prompt client billing and resolve any invoicing discrepancies. A strong communicator with a desire to learn, problem-solve and be a proactive team player are essential to success in this role. In this role, you will: Complete invoicing for all agency bill items for designated Region based on applicable workflows and service level standards Provide support to account servicing teams that have questions on completing invoicing requests Review account setup in broker management system to ensure proper account screen setup Communicate to account servicing teams when adjustments to account screen setup or additional information is needed to invoice policies Complete review and resolution for open direct bill discrepancies from accounting team Coordinate with accounting team on any corrections needed to expedite carrier payments Provide support to account servicing teams on check requests for return premiums or other cash advance activities.

Requirements

• 1-2 years of experience in corporate office environment
• College degree (preferred)
• Previous accounting experience or education (preferred)
• Experience with Applied Systems EPIC (preferred)
• Ability to plan, organize and execute work activities independently
• Strong attention to detail, accuracy and problem-solving skills
• Excellent communication skills and proactive, positive attitude

Responsibilities

• Complete invoicing for all agency bill items for designated Region based on applicable workflows and service level standards
• Provide support to account servicing teams that have questions on completing invoicing requests
• Review account setup in broker management system to ensure proper account screen setup
• Communicate to account servicing teams when adjustments to account screen setup or additional information is needed to invoice policies
• Complete review and resolution for open direct bill discrepancies from accounting team
• Coordinate with accounting team on any corrections needed to expedite carrier payments
• Provide support to account servicing teams on check requests for return premiums or other cash advance activities

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• 401(k) accounts
• Paid-time-off benefits such as vacation, sick, and personal days
• Eligible bonuses, equity and commissions for some positions

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree