HBO Senior Billing Specialist
Hub International Insurance•Dallas, TX
•Onsite
About The Position
The HBO Senior Billing Specialist is responsible for managing complex, multi-faceted agency-bill invoicing transactions within the HUB Billing Operations (HBO) West Region. This role covers all core agency-bill billing functions in addition to managing middle market and complex accounts, resolves billing exceptions and escalated issues, and serves as a subject matter resource for the HBO billing team. The HBO Senior Billing Specialist partners closely with Servicers and cross-functional teams to ensure accurate and timely billings, while supporting the development and training of HBO Billing Specialists. A strong communicator with deep billing expertise, sound judgment, and a proactive team player approach are essential to success in this role.
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 complex billing scenarios and resolve escalated issues
- High School diploma or equivalent required
- 2–5 years of previous accounting or billing experience
- Experience with Applied Systems Epic (insurance broker management system)
- Previous experience in insurance billing or financial services
Nice To Haves
- Associate or Bachelor’s Degree or Insurance Brokerage Distinction
Responsibilities
- Process agency-bill invoicing transactions for middle market, complex, and multi-policy accounts including Personal Lines (PL) and Commercial Lines (CL)
- Manage billing for accounts with three or more insurance policies and non-standard billing arrangements
- Execute complex billing transactions including new business, renewals, endorsements, audits, and cancellations within Epic
- Coordinate premium financing transactions for complex accounts
- Complete complex invoicing for all agency bill items for the designated region based on applicable workflows and service level standards
- Enter transactions in Epic to match carrier documents and ensure proper coding
- Ensure carrier invoices are sent to accounting (HFC) and attach generated invoices to the !HBO activity before recording back to the Servicer
- Navigate complex policy structures, surplus lines, and non-standard billing arrangements
- Manage !HBO activities assigned via Epic home screen based on designated Agency, Branch Code, or Profit Center
- Monitor and process Normal priority !HBO activities same day if submitted before 2:00 p.m., or within 24 hours
- Monitor and process Urgent priority !HBO activities within 3 business hours
- Meet individual productivity targets to include activities, error rate, reduction in $Activities, and reduction in NOCs
- Adhere consistently to established workflows, service standards, and quality controls
- Serve as the subject matter resource for HBO Billing Specialists on complex billing scenarios
- Resolve billing exceptions and escalated !HBO activities, coordinating across internal finance teams as needed
- Assist the service team with $PX2 and $PDM activities as needed
- Resolve open $Activities including $PX3s in partnership with the HFC
- Resolve accounting discrepancies that have increased complexity or have been outstanding over 90 days
- Provide problem-solving support to Servicers with complicated client invoicing and historic discrepancies
- Work directly with finance companies to resolve difficult or complex financing situations
- Exercise independent judgment on billing exceptions and escalations, in partnership with management as needed
- Review incoming Servicer activities for completeness before processing
- Flag and return incomplete submissions to Servicers to reduce downstream billing errors
- Partner closely with Servicers across the regional footprint to ensure complete and accurate billings on complex accounts
- Review account setup in Epic to ensure proper account screen setup
- Communicate to Servicers when adjustments or additional information is needed to invoice policies
- Mentor and coach HBO Billing Specialists, providing guidance on complex billing requests and difficult financing situations
- Assist in the training of new HBO employees
- Provide regular insight into Team members' performance and development to the Team Leader
- Support the development and documentation of standard operating procedures (SOPs) as the HBO model grows
- Take the lead with new agency acquisitions and conversions after Go-Live
- Backup Team Leader during absences
- Maintain accurate billing documentation in activity notes and attachments
- Double-check key transaction areas before finalizing every billing: Policy number, effective dates, PPE & ICO codes, commission %, and Pr /Br coding
- Adhere to all HUB International and HBO requirements and policies to support SOX compliance
- Participate in process improvement initiatives and test new system functionality or workflows
Benefits
- Property and casualty, life and health, employee benefits, investment and risk management products and services
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
