Billing Specialist

HUB International • Austin, TX

2d • $26 - $29 • Hybrid

About The Position

The Billing Specialist plays a key role in HUB RPW’s initiative to build a centralized billing function across multiple offices and legacy entities. This role is responsible for processing, auditing, and collecting on retirement plan revenue across administration, advisory, and consulting services — while helping establish consistent, scalable billing processes as the organization consolidates operations. This is a hands-on operations role for a candidate with an accounting background who is ready to dig in and build something from the ground up.

Requirements

• Associate’s or Bachelor’s degree in Accounting, Finance, Business, or related field, or equivalent experience
• 1+ years of experience in billing, accounts receivable, collections, or a related function preferred
• Proficiency in Microsoft Excel; strong attention to detail and accuracy in a high-volume environment
• Ability to manage multiple priorities and meet recurring deadlines
• Effective communicator with a collaborative mindset across operations, accounting, and client service teams

Nice To Haves

• Background in financial services, retirement plan administration, or TPA operations preferred
• Experience with CRM and billing systems in a financial services environment preferred
• Familiarity with retirement plan fee structures across administration, advisory, and consulting services preferred

Responsibilities

• Billing & Invoice Processing
• Process and distribute billing statements for retirement plan revenue across administration, advisory, and consulting services on a monthly, quarterly, and annual cycle
• Reconcile billing data against plan documents, advisor agreements, and fee schedules across all revenue streams prior to invoicing
• Set up and maintain new plan accounts in billing and CRM systems, including verification of fee schedules
• Conduct periodic billing audits to verify fees charged against contracted rates and plan-level agreements across all service types
• Collections
• Monitor AR aging and proactively follow up on past-due balances with plan sponsors and clients
• Track collection activity for overdue invoices, maintaining records of outreach and resolution status
• Escalate delinquent accounts to leadership and coordinate with consultants and client service teams to resolve disputes
• Centralization & Process Building
• Support the implementation of centralized billing processes across offices, helping transition decentralized activity into a unified function
• Document billing workflows, fee schedule standards, and reconciliation procedures as they are developed
• Identify gaps in existing billing practices across offices and participate in process improvement efforts
• Reporting & Collaboration
• Prepare billing reports and data summaries for accounting and leadership review
• Respond to billing inquiries from plan consultants and internal stakeholders across offices
• Perform other billing, operations, and administrative duties as assigned

Benefits

• Compensation: $26-$28.85 per hour
• 6% yearly discretionary bonus
• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Monday-Friday (8am-5pm)
• 2 weeks of vacation, sick leave, personal days, and floating holiday’s

What This Job Offers

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