Billing Specialist – Shared Services

Responsibilities

• Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing.
• Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation.
• Process pre‑bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines.
• Review and verify EPIC data fields before processing.
• Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies.
• Investigate and resolve billing issues, coordinating with appropriate departments.
• Associate and manage documentation within EPIC activity codes for audit readiness.
• Navigate EPIC and Microsoft Office tools to support billing functions.
• Identify opportunities to improve billing workflows and efficiency.

• 2 years of billing and account support experience
• EPIC experience strongly preferred
• Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered
• Strong attention to detail with the ability to manage high‑volume transactional work
• Proven analytical and problem‑solving skills
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications, including Outlook, Excel, and Word
• Strong organizational, multitasking, and time‑management skills
• High level of personal integrity, accountability, and commitment to quality.

Demonstrates expertise in processing Agency Bill transactions in EPIC, ensuring compliance with regulatory guidelines while maintaining high attention to detail. Proficient in Microsoft Office applications to enhance billing workflows and support account management functions.