Billing Specialist

Job Title:

Billing Specialist

Job Description

The Billing Specialist manages a high volume of billing and transactional accounting activities, including invoicing, suspense and delinquency processing, and premium-related transactions. This role works extensively through a shared team email inbox to respond to clients, brokers, and internal partners, performing research to resolve questions, reconcile accounts, and ensure accurate and timely billing. The position supports the continuous improvement of billing processes and systems while delivering clear, professional communication to a wide range of stakeholders.

Responsibilities

+ Monitor and manage a shared team email inbox, responding promptly and professionally to high volumes of inquiries from clients, brokers, and internal partners.

+ Correspond with clients, brokers, producers, third-party administrators, field staff, and home office teams to provide accurate billing and policy information.

+ Research and resolve questions related to billing, invoicing, payments, and account discrepancies, including clearing suspense items and supporting reconciliations.

+ Monitor, process, report, and document a variety of transactions such as suspense items, adjustments, premium receipts, invoicing, deduction requests, reversals, reposts, and delinquencies.

+ Coordinate with other business areas to ensure accurate premium processing, reporting, billing, and fee disclosure.

+ Prepare and create monthly bills for alternately billed groups, ensuring completeness and accuracy.

+ Act as a resource for internal and external business areas on billing processes, procedures, and systems.

+ Implement billing and delinquency operations to maximize effectiveness, efficiency, and accuracy.

+ Audit the accuracy of billing and delinquency information entered into the system and monitor the ongoing operation of the billing system.

+ Identify billing and delinquency issues, develop practical solutions, and collaborate with system design teams to implement system and process enhancements.

+ Work on special projects with management related to billing, delinquency, and process improvement.

+ Proactively communicate sensitive and confidential policy and billing information in a clear and effective manner, in alignment with Generally Accepted Accounting Principles (GAAP), federal regulations, contractual provisions, and related policy requirements.

+ Organize and manage large volumes of data while prioritizing competing requests and deadlines.

+ Apply critical thinking and problem-solving skills to resolve moderately complex issues involving multiple factors and stakeholders.

Essential Skills

+ 2+ years of transactional accounting experience, including work with debits and credits.

+ Hands-on experience with invoicing, billing, and accounts receivable activities.

+ Strong customer service experience, with 2-3 years of direct interaction supporting clients or external partners.

+ Proficiency with Microsoft Excel, including regular use of core functions for data entry, analysis, and reporting.

+ Working knowledge of accounting and billing concepts, including medical billing, collections, and claims-related processes.

+ Ability to research and resolve customer and payment issues independently and efficiently.

+ Strong written and verbal communication skills for interacting with clients, brokers, and internal teams via email and phone.

+ Demonstrated ability to work with large volumes of data and prioritize multiple tasks and deadlines.

+ Proven problem-solving and critical-thinking skills to resolve moderately complex billing and transactional issues.

+ Intermediate systems knowledge, including experience with platforms such as Group Access, Group Facts, Admin Ease, Clarity, and OMAR (or similar systems).

+ Comfort working in a shared inbox environment and handling high volumes of incoming emails.

+ Solid organizational skills with attention to detail and accuracy in processing financial transactions.

Additional

Skills & Qualifications

+ Experience clearing suspense accounts and resolving aged items.

+ Familiarity with aging reports and account reconciliation practices.

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Experience with SAP or similar…