Billing Specialist - Shared Services

Overview

This role involves supporting Shared Services as a Billing Specialist responsible for 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 high standards of data accuracy and operational efficiency.

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 in compliance with business requirements and regulatory guidelines
• Review and verify EPIC data fields such as policy numbers, commissions, ICO/PPE, and related billing details prior to 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 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

Preferred Qualifications

• 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/life balance

Location & Work Arrangement

• Remote position available for candidates located in Eastern, Central, or Mountain Time Zones
• Candidates residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity when necessary
• Remote work requires a dedicated, distraction-free workspace; remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours

Application Process

• 30-minute phone screen
• Online assessments
• Interview(s)