Billing Specialist - Shared Services. St George LilyLifestyle

Job Description

Title: Billing Specialist - Shared Services
Remote: candidates in Eastern, Central or Mountain Time Zones | Supporting: Shared Services
Seeking: 2 years of billing and account support experience, EPIC experience preferred

Please note:

If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.

Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit:

About the Role: The Billing Specialist is responsible for processing Agency Bill transactions, including premiums, taxes, fees, installments, and related billing activities. This role ensures accurate and timely transaction entry within EPIC, supports internal teams with billing inquiries, and maintains high standards of data accuracy and operational efficiency. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high quality results within established turnaround timelines.

• 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, including policy numbers, commissions, ICO/PPE, and related billing details 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 and processing adjustments as needed.
• Associate and manage documentation within EPIC activity codes to ensure accuracy and audit readiness.
• Navigate EPIC and utilize Microsoft Office tools (Outlook, Excel, Word) to support daily billing functions and communication.
• Deliver accurate work within established timelines while maintaining strong attention to detail and quality standards.
• Identify opportunities to improve billing workflows, efficiency, and accuracy within agency billing processes.
• Demonstrate integrity and leadership.

• Bachelor's degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered.
• 2+ years of billing, accounting support, or customer service experience.
• Experience with agency management systems (EPIC preferred).
• Strong attention to detail with 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.

• Competitive salaries and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick time.
• 401K with employer match.
• Professional growth and career progression opportunities.
• Respectful culture and work/family life balance.
• Community service commitment.
• Supportive teammates and a rewarding work environment.

• 30-Minute Phone Screen, Online Assessments, and Interview(s).

The expected pay range for this position is $40,000. annually, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.