HBO Billing Specialist

HUB International•Salt Lake City, UT

4d•Hybrid

About The Position

The HBO Billing Specialist processes agency-bill invoicing transactions within the HUB Billing Operation (HBO) West Region. Working in Epic, the specialist receives and processes assigned !HBO activities based on a designated Agency, Branch Code, or Profit Center. The role partners with Servicers across the region to ensure complete and accurate billings while following established workflows, service standards, quality controls, and SOX-related requirements. Success calls for strong communication, attention to detail, problem-solving, and a proactive, collaborative approach. This is a hybrid role requiring four days per week in the office. The position handles routine billing for Personal Lines and Commercial Lines accounts, manages assigned workloads and service timelines, reviews submissions with Servicers, maintains documentation, and escalates exceptions or complex matters as needed.

Requirements

Strong attention to detail, accuracy, and problem-solving skills.
Excellent communication skills and a proactive, positive attitude.
Ability to plan, organize, and execute independently.
Ability to manage high volumes of tasks efficiently within a structured environment.
Ability to meet productivity and quality targets.

Nice To Haves

Associate or bachelor’s degree.
One to two years of previous accounting or billing experience.
Experience with Applied Systems Epic, an insurance broker management system.
Previous experience in insurance billing, insurance account management, or financial services.
Insurance Broker License.

Responsibilities

Process agency-bill invoicing transactions for Personal Lines and Commercial Lines accounts, including new business, renewals, and endorsements in Epic.
Coordinate premium financing transactions.
Complete agency-bill invoicing for the designated region according to applicable workflows and service-level standards.
Enter transactions in Epic to match carrier documents and ensure proper coding.
Send carrier invoices to accounting (HFC), attach generated invoices to the !HBO activity, and record the completed work back to the Servicer.
Monitor and manage assigned !HBO activities through the Epic home screen based on designated Agency, Branch Code, or Profit Center.
Process Normal-priority activities the same day when submitted before 2:00 p.m., or within 24 hours; process Urgent-priority activities within three business hours.
Meet individual productivity targets, including activity volume, error rate, and reduction in NOCs.
Follow established workflows, service standards, and quality controls, and participate in weekly team rotations across specialized focus areas.
Review incoming Servicer activities for completeness and flag or return incomplete submissions to reduce billing errors.
Partner with Servicers across the regional footprint to ensure complete billings; communicate when adjustments or additional information are needed.
Review account setup in Epic to ensure proper account-screen setup.
Maintain accurate billing documentation in activity notes and attachments.
Verify policy number, effective dates, PPE and ICO codes, commission percentage, and Pr/Br coding before finalizing each billing.
Follow HUB International and HBO requirements and policies supporting SOX compliance.
Escalate billing exceptions and complex issues to Senior Billing Specialists as needed.