Billing Specialist

We are seeking a detail-oriented and organized Billing Specialist to support daily billing operations, payment processing, policy updates, and customer inquiries. This position is responsible for accurately processing payments, managing payment plans and refunds, resolving billing issues, and ensuring policy information is maintained accurately and efficiently.

The ideal candidate will have billing and customer service experience, strong attention to detail, and the ability to work independently in a fast-paced environment.

Key Responsibilities

• Review and process daily payment receipts through the company's payment processing system.
• Review checks for accuracy, including dates, written and numeric amounts, and associated policy information.
• Apply payments accurately within the company's insurance billing system.
• Review and resolve system tasks and errors to ensure policies are updated accurately and on time.
• Process customer refunds and return requests as needed.
• Set up, maintain, and process automated payment plans.
• Process returned or rejected payments, including checks and electronic transactions.
• Respond to billing inquiries from customers by phone and email.
• Provide billing support to Customer Service Representatives.
• Research and resolve billing and policy issues through adjustments and corrections.
• Address customer complaints directly or escale them to the appropriate department when necessary.
• Maintain accurate documentation and follow established billing policies and procedures.
• Identify opportunities to improve billing processes and departmental efficiency.
• Assist with additional responsibilities as assigned by management.

Qualifications & Skills

• Billing and customer service experience required.
• Banking or payment processing experience preferred.
• Associate's degree in Accounting, Business, or a related field preferred.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.
• Ability to handle confidential customer and banking information appropriately.
• Strong data entry and computer skills.
• Proficiency with Microsoft Office and general computer applications.
• Experience handling checks, payments, daily balancing, and financial transactions.
• Ability to multitask and prioritize responsibilities in a fast-paced environment.
• Ability to work independently as well as part of a team.
• Flexible and adaptable when workloads and priorities change.
• Knowledge of property insurance, policy coverage, and insurance terminology is preferred.