Billing Specialist - Shared Services (Florida)

Overview

This role involves supporting Shared Services as a Billing Specialist with a focus on processing Agency Bill transactions including premiums, taxes, fees, installments, and related billing activities. The position requires accurate and timely transaction entry within EPIC, supporting internal teams with billing inquiries, and maintaining data accuracy and operational efficiency.

Candidates must reside in Florida. Remote work requires a dedicated, distraction-free workspace. Individuals living within 50 miles of a branch location may be required to work onsite in a hybrid capacity when necessary.

Responsibilities

• Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing
• Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation
• Process pre-bill transactions and surplus lines activity following business requirements and regulatory guidelines
• Review and verify EPIC data fields such as policy numbers, commissions, ICO/PPE, and related billing details before processing
• Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies
• Investigate and resolve billing issues, coordinating with appropriate departments and processing adjustments as needed
• Manage documentation within EPIC activity codes to ensure accuracy and audit readiness
• Utilize EPIC and Microsoft Office tools (Outlook, Excel, Word) to support daily billing functions and communication
• Deliver accurate work within established timelines while maintaining strong attention to detail and quality standards
• Identify opportunities to improve billing workflows, efficiency, and accuracy within agency billing processes

Requirements

• Minimum 2 years of billing, accounting support, or customer service experience
• Experience with agency management systems; EPIC experience strongly preferred
• Strong attention to detail with ability to manage high-volume transactional work
• Proven analytical and problem-solving skills
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications including Outlook, Excel, and Word
• Strong organizational, multitasking, and time-management skills
• High level of personal integrity, accountability, and commitment to quality

Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered.

Compensation & Benefits

• Salary range: $40,000.00 - $60,000.00 annually, depending on experience, relevant skills, and geographic location
• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401(k) with employer match
• Professional growth and career progression opportunities
• Supportive work environment promoting work/family life balance

Application Process

• 30-minute phone screen
• Online assessments
• Interviews

Location

Remote position for candidates residing in Florida. Hybrid onsite work may be required for those within 50 miles of a branch location as business needs dictate.