Billing Specialist

Lee Agency Inc•Muscatine, IA

65d•Onsite

About The Position

The Billing Specialist is responsible for managing all premium billing activities within the Senior Living Department, ensuring accuracy, timeliness, and excellent customer service. This role supports both the agency team and clients by handling invoices, payment processing, account reconciliations, carrier billing questions, and resolving billing discrepancies. The ideal candidate is detail-oriented, organized, and comfortable working with multiple carriers and agency management system, Applied EPIC.

Requirements

Prior experience in billing, accounting, or office administration.
Proficiency in Microsoft Office (Excel, Outlook) and Applied EPIC.
Strong administrative, organizational, and time management skills with the ability to successfully prioritize multiple projects and meet tight deadlines.
Professional level verbal and written communication skills. Providing clear, courteous support to clients, carriers, and team members.
Ability to handle stress and remain calm and professional while resolving issues.
Proficiency in Microsoft Office Suite, Outlook and Excel.
Accurate data entry skills with strong attention to detail.
Ability to manage priorities efficiently in a fast-paced environment.
Competence to handle financial information securely and confidentially.

Nice To Haves

Insurance experience strongly preferred.

Responsibilities

Prepare and issue client invoices for new business, renewals, endorsements, and audits.
Process payments received via check, ACH, credit card, and online portals.
Reconcile premium amounts between agency management systems (Applied EPIC) and carrier invoices.
Manage agency bill and direct bill workflows according to carrier guidelines.
Monitor client amounts for overdue or missing payments.
Review carrier statements and reconcile discrepancies.
Track and resolve billing variances, refunds, or premium adjustments.
Provide responsive, professional assistance to clients regarding billing questions.
Communicate with carrier billing departments to troubleshoot and resolve issues.
Assist account managers and producers with billing documentation and reporting.
Maintain accurate billing records in EPIC.
Ensure compliance with state insurance regulations, agency procedures, and carrier requirements.
Support the finance or accounting team as needed and collaborate with account managers and producers.
Represent the organization with employees and prospective employees with the highest degree of professionalism.
Other duties as assigned by supervisor.
Maintain effective communication with team members and support the culture of the Company, honoring our core values of Tell the Truth, Work Hard, Have Fun!