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 premium verification forms, following workflows for accounting and surplus lines policies, and functioning as a team member to ensure superior client service. The role also involves demonstrating technical expertise to maintain client insurance programs, which includes completing specific training, obtaining insurance designations, verifying document accuracy, communicating with insurance carriers, and becoming proficient in all invoice scenarios.

Requirements

High School Diploma, or Equivalent
No prior experience required.
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

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).

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.