Billing Relationship Associate II

Job Title and Location

Billing Relationship Associate – Charlotte, NC

The Billing Relationship Associate supports billing activities within the US Regional Business Service Center, ensuring accuracy, timeliness, and compliance in the preparation and delivery of client and carrier invoices.

• Invoice Management: review and ensure accurate and timely delivery of client and carrier invoices.
• Coordinate billing allocations based on client and carrier instructions.
• Process fee agreements and manage internal fee allocations in alignment with client and carrier requirements.
• Calculate surplus lines tax obligations accurately and in accordance with state regulations.
• Financial Coordination & Compliance: align with accounting to confirm carrier payment terms, maintain SOX compliance documentation, and identify and resolve accounting discrepancies related to billing and payments.
• Premium Finance & Audit Support: request and obtain premium finance quotes for viable accounts and review carrier audits for accuracy, partnering on corrective actions as needed.

• Bachelor’s degree in Accounting, Finance, Business, or a related field; or equivalent work experience.
• At least 2+ years of billing, accounting, or insurance operations experience.
• Familiarity with insurance billing practices, fee agreements, and premium financing (preferred).
• Knowledge of SOX controls or financial compliance processes (a plus).

Expected base salary range: $50,000 - $70,000 (actual base determined by experience and location). This role is classified as non-exempt under the Fair Labor Standards Act (FLSA) and is eligible for a discretionary bonus.

Benefits include Medical, dental, and vision insurance; healthcare savings and reimbursement accounts; 401(k) retirement plan;
Flexible Paid Time Off; paid parental leave; and Life and Disability insurance.

We are committed to providing reasonable accommodations to ensure our positions accommodate your needs, such as software, IT, office setups, flexible hours, or hybrid working arrangements (subject to position availability).

We value diversity and encourage individuals who share our values of collaboration, ownership, and the desire to make a positive difference at work and beyond.