About the job Billing Specialist (2565536) Job Overview: The Billing Specialist is responsible for managing billing operations for the Property & Casualty team, handling both agency and direct billing processes. Duties include retrieving endorsements, audits, and cancellations from carrier portals, ensuring policy accuracy, and processing life, health, and dental bill receipts. This role also involves managing premium finance requests and collaborating with the accounting team to address discrepancies, manage payments, and provide high-quality service to clients and carriers. Key Responsibilities:
- Oversee agency and direct billing processes, including issuing invoices and resolving billing discrepancies.
- Process return premiums and coordinate with carriers, brokers, and clients.
- Retrieve necessary documents for billing from carrier portals.
- Ensure accuracy in policy checking and manage carrier statements.
- Confirm that billed premiums match financed premiums.
- Work closely with the accounting team on billing-related tasks and reconciliations.
Qualifications:
- Strong knowledge of agency and direct billing, as well as premium financing.
- Excellent organizational and time management skills with attention to detail.
- Proficiency in Applied Epic or similar agency management software.
- Minimum of two years of experience in an insurance agency.