Billing Specialist - Shared Services
New
United States, Eastern, Central or Mountain Time ZonesFull-TimeMiddle
Salary40,000 - 60,000 USD per year
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Job Details
- Experience
- 2 years
- Required Skills
- Microsoft Excel
Requirements
- Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered.
- 2+ years of billing, accounting support, or customer service experience.
- Experience with agency management systems (EPIC preferred).
- Strong attention to detail with the ability to manage high‑volume transactional work.
- Proven analytical and problem‑solving skills.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office applications (Outlook, Excel, Word).
- Strong organizational, multitasking, and time‑management skills.
- High level of personal integrity, accountability, and commitment to quality.
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 accordance with business requirements and regulatory guidelines.
- Review and verify EPIC data fields 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.
- Associate and manage documentation within EPIC activity codes.
- Navigate EPIC and utilize Microsoft Office tools to support daily billing functions.
- Deliver accurate work within established timelines.
- Identify opportunities to improve billing workflows and efficiency.
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