Billing Specialist - Shared Services

Insurance Office of America•Palm Bay, FL

2d•Remote

About The Position

The Billing Specialist is responsible for processing Agency Bill transactions, including premiums, taxes, fees, installments, and related billing activities. This role ensures accurate and timely transaction entry within EPIC, supports internal teams with billing inquiries, and maintains high standards of data accuracy and operational efficiency. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

Requirements

2+ years of billing, accounting support, or customer service experience
Experience with agency management systems (EPIC preferred)
Strong attention to detail with the ability to manage high‑volume transactional work
Proven analytical and problem‑solving skills
Excellent verbal and written communication skills
Proficiency in Microsoft Office applications, including Outlook, Excel, and Word
Strong organizational, multitasking, and time‑management skills
High level of personal integrity, accountability, and commitment to quality

Nice To Haves

Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered
EPIC experience preferred

Responsibilities

Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing.
Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation.
Process pre‑bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines.
Review and verify EPIC data fields, including policy numbers, commissions, ICO/PPE, and related billing details before processing.
Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies.
Investigate and resolve billing issues, coordinating with appropriate departments and processing adjustments as needed.
Associate and manage documentation within EPIC activity codes to ensure accuracy and audit readiness.
Navigate EPIC and utilize Microsoft Office tools (Outlook, Excel, Word) to support daily billing functions and communication.
Deliver accurate work within established timelines while maintaining strong attention to detail and quality standards.
Identify opportunities to improve billing workflows, efficiency, and accuracy within agency billing processes.
Demonstrate integrity and leadership.