Accounting & Billing Specialist
Hire Solutions•Brooklyn, NY
About The Position
The Premium Accounting & Billing Specialist supports the Finance & Accounting department by handling agency bill invoicing, premium payables, customer billing inquiries, and treasury functions. The role involves preparing and issuing invoices, processing and reconciling premium payments, addressing billing issues, and assisting with receipts and bank reconciliations. The ideal candidate is detail-oriented, responsive, organized, and comfortable managing multiple responsibilities in a fast-paced environment.
Requirements
- Previous experience in insurance accounting, billing, or accounts payable/receivable.
- Strong attention to detail and organizational skills.
- Proficiency in Microsoft Excel.
- Ability to manage multiple tasks and meet deadlines.
- Strong communication and problem-solving skills.
Nice To Haves
- Experience with Applied Epic.
- Familiarity with NetSuite or other ERP/accounting systems.
Responsibilities
- Prepare and issue agency bill invoices.
- Review invoices for accuracy and proper documentation.
- Process policy cancellations, returns, and related billing adjustments.
- Process timely premium payments to insurance carriers.
- Reconcile carrier statements and resolve discrepancies.
- Monitor outstanding payables and maintain accurate aging records.
- Respond to customer billing and payment inquiries.
- Resolve payment discrepancies, refund requests, and billing issues.
- Follow up on outstanding and past-due accounts.
- Assist with preparing and processing premium payments.
- Record and post premium receipts.
- Assist with bank reconciliations and related treasury activities.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
