Invoicing Specialist I - Regional Billing Services

Marsh McLennan•San Antonio, TX

About The Position

The Invoicing Specialist I, Regional Billing Services role is responsible for processing invoices daily using the agency management system, based on documents provided by the service team. This includes completing forms for premium verification, following workflows for accounting payments, and adhering to surplus lines policies in various states. The role also involves functioning as a team member to ensure superior service to MMA Clients, performing tasks as part of the Agency Standard Service Plan, attending meetings, and treating clients and colleagues with courtesy and respect. Additionally, the specialist will demonstrate technical expertise to assist in maintaining the Client Insurance Program by completing Kaplan Pictorials, obtaining insurance designations (CISR or equivalent), verifying document accuracy, communicating with insurance carriers, and becoming proficient in all invoice scenarios.

Requirements

High School Diploma, or Equivalent
No prior experience required.
Applicants from the MMA Associate Program are eligible.
Prefer 12+ months equivalent industry experience to include invoicing and basic insurance accounting math.
Internal team rotation recommended (required if not training in a specific vertical)
Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
Operational knowledge of various Windows-based application programs such as Outlook, Excel and Word
Willing to work overtime due to cyclical nature of business.

Nice To Haves

12+ months equivalent industry experience to include invoicing and basic insurance accounting math.
Internal team rotation recommended (required if not training in a specific vertical)

Responsibilities

Process invoices tasked to them daily by the service team, utilizing the agency management system.
Complete the appropriate forms for premium verification based on the workflow.
Follow the outlined workflow for accounting to pay invoices generated by the team.
Follow the outlined workflow for surplus lines policies in various states.
Perform tasks assigned as part of the Agency Standard Service Plan.
Attend meetings as appropriate.
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Demonstrate cooperation and effective communication with clients, vendors and co-workers.
Service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness.
Complete Kaplan Pictorials.
Obtain insurance designations of CISR or equivalent.
Verify accuracy of documents provided by service team.
Communicate with insurance carriers as needed.
Become proficient in all invoice scenarios.
Provides guidance / quality check for other’s work.