Billing Specialist - Shared Services

Job Description

Title: Billing Specialist – Shared Services

Remote: candidates in Eastern, Central or Mountain Time Zones | Supporting:
Shared Services

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.

• Agency Bill Processing:
  Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing.
• Transaction Execution:
  Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation.
• Specialized Billing:
  Process pre‑bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines.
• Data Validation:
  Review and verify EPIC data fields, including policy numbers, commissions, ICO/PPE, and related billing details before processing.
• Billing Coordination:
  Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies.
• Issue Resolution:
  Investigate and resolve billing issues, coordinating with appropriate departments and processing adjustments as needed.
• Documentation Management:
  Associate and manage documentation within EPIC activity codes to ensure accuracy and audit readiness.
• System Utilization:
  Navigate EPIC and utilize Microsoft Office tools (Outlook, Excel, Word) to support daily billing functions and communication.
• Turnaround & Quality Management:
  Deliver accurate work within established timelines while maintaining strong attention to detail and quality standards.
• Process Improvement:
  Identify opportunities to improve billing workflows, efficiency, and accuracy within agency billing processes.
• Champion IOA Values:
  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 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

• 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

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.