HBO Billing Specialist

Hub International Insurance•Denver, CO

3d•Hybrid

About The Position

The HBO Billing Specialist processes agency-bill invoicing transactions within HUB Billing Operation (HBO) West Region. Working in Applied Systems Epic, the specialist handles !HBO activities assigned by Agency, Branch Code, or Profit Center and partners with Servicers across the region to ensure complete, accurate billing in accordance with established workflows, service standards, quality controls, and compliance requirements. The role processes Personal Lines and Commercial Lines transactions, including new business, renewals, endorsements, and premium financing. It also involves monitoring assigned activities, meeting productivity and quality targets, reviewing submissions and account setup, maintaining accurate documentation, and escalating exceptions or complex issues to Senior Billing Specialists. Success requires strong communication, attention to detail, problem-solving, organization, and the ability to manage a high volume of work independently. This is a hybrid role requiring four days per week in the office. HUB offers training, licensing support, and ongoing development opportunities. Benefits and programs may vary based on employment status, role, location, and eligibility.

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 in a structured environment.
Ability to meet productivity and quality targets.

Nice To Haves

Associate or Bachelor’s Degree.
1–2 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.
Execute routine billing transactions, including new business, renewals, and endorsements, in Epic.
Coordinate premium financing transactions.
Complete invoicing for agency-bill items in 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 back to the Servicer.
Monitor and manage assigned !HBO activities through the Epic home screen according to designated Agency, Branch Code, or Profit Center.
Process Normal priority !HBO 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 the weekly team rotation across specialized focus areas.
Review incoming Servicer activities for completeness and return incomplete submissions to Servicers to reduce downstream billing errors.
Partner with Servicers to ensure complete billings, review account setup in Epic, and communicate when adjustments or additional information are needed.
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 billing transactions.
Follow HUB International and HBO requirements and policies supporting SOX compliance.
Escalate billing exceptions and complex issues to Senior Billing Specialists.