Billing Support Associate

New

PathpointInsurance

Remote United StatesFull-TimeMiddle

Salary$60K - $70K

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Job Details

2+ years in insurance billing, AR, premium accounting, or payment operations.
Experience with a Salesforce-based agency management or policy system.
Working knowledge of premium billing mechanics: agency vs. direct bill, premium finance, commission netting, surplus lines taxes and fees, pro-rata and short-rate.
Advanced Excel skills including lookups, pivots, and large-file reconciliation.
Ability to distinguish user error from platform defect and write reproducible bug reports.
Strong written communication skills with the ability to explain invoices to non-accountants.
Exposure to SQL or BI tools such as Metabase or Hex.
Experience with SOP authoring and Slack-based operational monitoring.
E&S/wholesale or MGA experience preferred.
Knowledge of the insurance industry is a plus.

Manage payment-link and portal access issues for agents and insureds.
Maintain an internal known-issues and workaround log for consistent inquiry resolution.
Log recurring payment platform defects and escalate to leadership while tracking resolution status.
Serve as first-line triage for billing issues to determine root causes such as data entry or system integration errors.
Investigate and resolve invoice generation failures, including policies not billing or stuck in draft.
Resolve sync and integration breaks between the payment platform and Salesforce.
Research payment application failures such as failed ACH/card payments or incorrect posting.
Handle refund and return-premium exceptions including incorrect cancellation amounts.
Manage and correct notice-of-cancellation and dunning misfires.

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