AR & Billing Specialist

Overview

An insurtech organization is seeking a detail-oriented and proactive AR & Billing Specialist to manage the end-to-end accounts receivable and billing cycle. This includes invoicing, cash application, collections, and reconciliations across multiple programs and carrier relationships. The role also involves supporting revenue reconciliations, investigating billing-to-revenue discrepancies, and analyzing variances against forecasts and P&L trends.

Responsibilities

• Generate and issue accurate customer invoices timely, ensuring alignment with contract terms, fee schedules, and service activity
• Manage day-to-day billing operations across multiple programs and carrier relationships
• Investigate and resolve billing discrepancies, short payments, and unapplied cash
• Monitor accounts receivable aging and proactively follow up on outstanding balances
• Apply incoming payments and reconcile customer accounts
• Prepare AR aging reports and provide regular updates on collections status to leadership
• Support revenue reconciliations by reviewing billing activity against expected revenue
• Identify and investigate revenue variances compared to forecasts, prior periods, and P&L trends
• Assist with month-end close tasks related to AR, billing, and revenue accounts, including reconciliations and journal entry support
• Collaborate cross-functionally with Operations, Data Analytics, Customer Success, Sales, and Accounting to resolve billing and account issues
• Support audit requests by providing AR, billing, and revenue-related schedules and documentation
• Help improve and streamline AR, billing, and revenue reporting processes and internal controls
• Maintain accurate records and supporting documentation in compliance with company policies

Requirements

• Minimum 3 years of experience in accounts receivable, billing, revenue operations, or general accounting
• Strong understanding of AR processes, billing workflows, cash application, collections, and reconciliations
• Familiarity with revenue concepts and ability to analyze revenue fluctuations, billing trends, and P&L variances
• Experience with ERP or accounting systems such as NetSuite, QuickBooks, or similar
• Experience navigating online banking systems and payment portals
• Proficiency in Excel or Google Sheets
• Strong analytical mindset with high attention to detail and accuracy
• Excellent organizational and time management skills
• Strong written and verbal communication skills
• Ability to work independently and manage multiple priorities in a dynamic environment

Preferred Qualifications

• Experience in insurance, insurtech, or TPA environments
• Experience with NetSuite (organization is actively migrating to NetSuite)
• Experience with AP/expense management platforms such as Ramp
• Familiarity with BI/reporting tools like Looker
• Startup experience
• Curiosity and openness toward using AI tools

Compensation & Benefits

• Generous health insurance package with nationwide coverage, including vision and dental
• 401(k) retirement plan with employer matching
• Competitive paid time off policy
• Generous family leave policy after 8 months of continuous employment
• Remote work flexibility to support work-life balance
• Apple laptop, large second monitor, and other quality-of-life equipment provided

Location

Remote work from anywhere