Billing Specialist

HUB International•St. Louis, MO

17d

About The Position

The Billing Specialist role requires an individual who is professional and who displays the drive, determination, and self-motivation to help build a business. Specifically, your mission will be to work closely with the ARC and local Producers to fill the gap of agency bill issues.

Requirements

Prior insurance accounting experience preferred
A high school diploma required; some college preferred
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Knowledge of EPIC agency management system highly preferred
High attention to detail essential
2-5 years of relevant experience

Responsibilities

Invoice ALL agency bill items for region
Follow set workflows for all agency invoicing
Work with account managers to invoice all agency billed premiums for endorsements, renewals, new business, audits,
Review account set up in EPIC to be sure PR/BR and production credit information is correct
Review and update all commissions in EPIC for the carrier, producer and agency
Work with HFC to review and correct all discrepancies
Work with Payable department to ensure payments sent on accounts
Track aged receivables past due and advise producer and account manager to request cancellations or provide completed advance documentation
Complete all finance agreement transactions
Work with producers to find, verify and track down missing transactions, make corrections to their producer commission that are on their statements by fixing any errors
Other duties assigned as they relate to direct bill transactions, corrections and reports
Work with the agency bill and payables team to expedite corrections and carrier payments
Work with Ops Manager to gather information for accounts going to collection
Other duties as assigned