Billing Specialist

Hub International Insurance • Austin, TX

15h • $26 - $29 • Hybrid

About The Position

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. 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

• 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
• 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
• 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
• 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
• Number of Employees: 5,001-10,000 employees