Premium and Billing Specialist
About The Position
This role is responsible for performing routine and complex accounting functions to ensure accurate financial reporting and premium disbursements. The position focuses on Guaranteed Standard Issue (GSI) and individual disability insurance premium application and billing services, including payment processing, reconciliation, and customer communication. The Billing Specialist will manage transactions across multiple systems, maintain compliance documentation, and build strong relationships with internal and external stakeholders. This position requires availability to work a schedule of 7:00 a.m. to 4:00 p.m. PST.
Requirements
- High School Diploma or equivalent required.
- Minimum 2 years of medical or insurance billing.
- 2+ years customer service experience
- Experience with general accounting principles and financial systems
- Strong billing and reconciliation experience
- Advanced spreadsheet and PC skills
- Strong communication and problem-solving skills
Nice To Haves
- Associate’s degree with advanced coursework in accounting preferred.
Responsibilities
- Input and reconcile premium payments in ID3 system
- Research and process accounting transactions and adjustments
- Manage wire transfers, cash clearing, and inter-company payments
- Communicate with policy owners, brokers, MGAs, and internal teams
- Maintain billing documentation and support financial reporting compliance
Benefits
- medical
- dental
- vision
- 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
- Paid parental leave and adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
