Billing Operations Specialist

Responsibilities

• Review and process client and carrier invoices for accuracy, ensuring alignment with contractual terms and brokerage standards.
• Exercise judgment in identifying and resolving billing discrepancies; escalating complex issues as appropriate.
• Maintain accurate financial records in agency management and accounting systems; ensuring adherence to internal controls and audit standards.
• Collaborate with account managers, finance teams, and carriers to ensure timely and accurate billing.
• Monitor receivables and assist in collections efforts to maintain cash flow and reduce outstanding balances.
• Support audits and compliance reviews by providing documentation and responding to inquiries.
• Recommend process improvements to enhance efficiency and accuracy in billing operations.

• Strong attention to detail and accuracy in financial transactions.
• Ability to interpret billing agreements and apply judgment to resolve discrepancies.
• Effective communication skills for internal and external interactions.
• Proficiency in Microsoft Office Suite and familiarity with accounting or agency management systems.
• Ability to manage multiple priorities and meet deadlines in a fast‑paced environment.

• Bachelor’s degree in business, finance, accounting, or related field preferred.
• 0–2 years in billing, accounting, or insurance operations (internship experience acceptable).

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.