- Complete invoicing for all agency bill items for designated Region based on applicable workflows and service level standards
- Provide support to account servicing teams that have questions on completing invoicing requests
- Review account setup in broker management system to ensure proper account screen setup
- Communicate to account servicing teams when adjustments to account screen setup or additional information is needed to invoice policies
- Complete review and resolution for open direct bill discrepancies from accounting team
- Coordinate with accounting team on any corrections needed to expedite carrier payments
- Provide support to account servicing teams on check requests for return premiums or other cash advance activities
- College degree (preferred)
- Previous accounting experience or education (preferred)
- Experience with Applied Systems EPIC (preferred)
- Ability to plan, organize and execute work activities independently
- Strong attention to detail, accuracy and problem-solving skills
- Excellent communication skills and proactive, positive attitude
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Billing Specialist - San Antonio, United States - Hub International
Description
Position Summary:
The Billing Specialist is responsible to complete agency bill invoicing and serve as a liaison between the account management teams and the accounting team to ensure prompt client billing and resolve any invoicing discrepancies. A strong communicator with a desire to learn, problem-solve and be a proactive team player are essential to success in this role.
Responsibilities:
Qualifications
About HUB International
HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 500 offices across the United States, Canada and Puerto Rico with more than 18,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.
Why Choose HUB?
Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
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Department Business Operations
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: Associate degree (2-year degree)
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Hi, we're HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.