HBO Senior Billing Specialist

** Position Summary*
* The HBO Senior Billing Specialist is responsible for managing complex, multi-faceted agency-bill invoicing transactions within the HUB Billing Operations (HBO) West Region. This role covers all core agency-bill billing functions in addition to managing middle market and complex accounts, resolves billing exceptions and escalated issues, and serves as a subject matter resource for the HBO billing team. The HBO Senior Billing Specialist partners closely with Servicers and cross-functional teams to ensure accurate and timely billings, while supporting the development and training of HBO Billing Specialists.

A strong communicator with deep billing expertise, sound judgment, and a proactive team player approach are essential to success in this role.

** Responsibilities**   **:*
* Complex Transaction Processing

+ Process agency-bill invoicing transactions for middle market, complex, and multi-policy accounts including Personal Lines (PL) and Commercial Lines (CL)

+ Manage billing for accounts with three or more insurance policies and non-standard billing arrangements

+ Execute complex billing transactions including new business, renewals, endorsements, audits, and cancellations within Epic

+ Coordinate premium financing transactions for complex accounts

+ Complete complex invoicing for all agency bill items for the designated region based on applicable workflows and service level standards

+ Enter transactions in Epic to match carrier documents and ensure proper coding

+ Ensure carrier invoices are sent to accounting (HFC) and attach generated invoices tothe !

HBOactivity before recording back to the Servicer

+ Navigate complex policy structures, surplus lines, and non-standard billing arrangements

** Activity & Workload Management*
* + Manage !

HBOactivities assigned via Epic home screen based on designated Agency, Branch Code, or Profit Center

+ Monitor and process Normalpriority !

HBOactivities same day ifsubmittedbefore 2:00 p.m., or within 24 hours

+ Monitor and process

Urgentpriority !

HBOactivities within 3 business hours

+ Meetindividual productivity targetsto include activities, error rate, reduction in $Activities, and reduction in NOCs

+ Adhere consistently toestablishedworkflows, service standards, and quality controls

** Escalation & Exception Resolution*
* + Serve as the subject matter resource for HBO Billing Specialists on complex billing scenarios

+ Resolve billing exceptions and escalated !

HBOactivities, coordinating across internalfinanceteams as needed

+ Assistthe service team with $PX2 and $PDM activities as needed

+ Resolve open $Activities including $PX3s in partnership with the HFC

+ Resolve accounting discrepancies that have increased complexity or have been outstanding over
90 days

+ Provide problem-solving support to Servicers with complicated client invoicing and historic discrepancies

+ Work directly with finance companies to resolve difficult or complex financing situations

+ Exercise independent judgment on billing exceptions and escalations, in partnership with management as needed

** Servicer Partnership*
* + Review incoming Servicer activities for completeness before processing

+ Flag and return incomplete submissions to Servicers to reduce downstream billing errors

+ Partner closely with Servicers across the regional footprint to ensure complete andaccuratebillings on complex accounts

+ Review account setup in Epic to ensure proper account screen setup

+ Communicate to Servicers when adjustments oradditionalinformation is needed to invoice policies

** Training & Development*
* + Mentor and coach HBO Billing Specialists, providing guidance on complex billing requests and difficult financing situations

+ Assistin the training of new HBO employees

+ Provide regular insight into Team members' performance and development to the Team Leader

+ Support the development and documentation of standard operating procedures (SOPs) as the HBOmodel grows

+ Take the lead with new agencyacquisitionsand conversionsafter Go-Live

+ Backup Team Leader during absences

** Compliance & Documentation*
* + Maintainaccuratebilling documentation in activity notes and attachments

+ Double-check key transaction areas beforefinalizingevery billing:
Policy number, effective dates, PPE & ICO codes, commission %, andPr/Br coding

+ Adhere to all HUB International and HBO requirements and policies to support SOX compliance

+ Participate in process improvement initiatives and test new system functionality or workflows

** Qualifications*
* + Strong attention to detail, accuracy, and problem-solving skills

+ Excellent communication skills and a proactive, positive attitude

+ Ability to plan, organize, and execute independently

+ Ability to manage complex billing scenarios and resolve escalated issues

** Preferred*
* + Associate or Bachelor'sDegreeor Insurance Brokerage Distinction

+ High School diploma or equivalent required

+ 2-5 years ofpreviousaccounting or billing experience

+

Experience with Applied Systems Epic (insurance broker management system)

+…