Billing Specialist - Shared Services (Florida)

Overview

A remote Billing Specialist position is available for candidates located in Florida to support Shared Services. This role requires at least 2 years of billing and account support experience, with strong preference for candidates experienced in EPIC agency management systems.

Please note: If the position is posted as fully remote or hybrid, individuals residing within a 50-mile radius of a branch location may be required to work onsite occasionally to meet specific business needs. Remote work requires a dedicated, distraction-free workspace and is not intended to accommodate childcare, elder care, or other personal responsibilities during working hours.

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
• Handle specialized billing such as pre-bill transactions and surplus lines activity in compliance with business and regulatory requirements
• Review and verify EPIC data fields including policy numbers, commissions, ICO/PPE, and related billing details prior to processing
• Collaborate with Account Management and internal teams to resolve billing questions, corrections, and discrepancies
• Investigate and resolve billing issues, coordinating with appropriate departments and processing necessary adjustments
• 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 turnaround timelines while maintaining high quality standards
• Identify opportunities to improve billing workflows, efficiency, and accuracy

Requirements

• Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered
• Minimum 2 years of billing, accounting support, or customer service experience
• Experience with agency management systems, EPIC preferred
• Strong attention to detail and 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

Compensation & Benefits

• Salary range: $40,000 to $60,000 annually, depending on experience, skills, and geographic location
• Competitive salaries with bonus potential
• Company-paid health insurance
• Paid holidays, vacation, and sick time
• 401(k) plan with employer match
• Opportunities for professional growth and career progression
• Supportive work environment promoting work/life balance
• Community service involvement

Location

Remote position for candidates residing in Florida. Occasional onsite presence may be required within a 50-mile radius of a branch location.

Application Process

Includes a 30-minute phone screen, online assessments, and interviews.