Billing Specialist

JOB DESCRIPTION

Summary/Objective

The Billing Specialist is responsible for managing all premium billing activities within the Senior Living Department, ensuring accuracy, timeliness, and excellent customer service. This role supports both the agency team and clients by handling invoices, payment processing, account reconciliations, carrier billing questions, and resolving billing discrepancies. The ideal candidate is detail-oriented, organized, and comfortable working with multiple carriers and agency management system, Applied EPIC.

Essential Functions

This following list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities based on business necessity.  Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

Billing and Invoicing: Prepare and issue client invoices for new business, renewals, endorsements, and audits. Process payments received via check, ACH, credit card, and online portals. Reconcile premium amounts between agency management systems (Applied EPIC) and carrier invoices. Manage agency bill and direct bill workflows according to carrier guidelines.

Account Reconciliation: Monitor client amounts for overdue or missing payments. Review carrier statements and reconcile discrepancies. Track and resolve billing variances, refunds, or premium adjustments.

Customer & Carrier Support: Provide responsive, professional assistance to clients regarding billing questions. Communicate with carrier billing departments to troubleshoot and resolve issues. Assist account managers and producers with billing documentation and reporting.

Maintain accurate billing records in EPIC

Ensure compliance with state insurance regulations, agency procedures, and carrier requirements.

Support the finance or accounting team as needed and collaborate with account managers and producers.

Represent the organization with employees and prospective employees with the highest degree of professionalism.

Other duties as assigned by supervisor.

Maintain effective communication with team members and support the culture of the Company, honoring our core values of Tell the Truth, Work Hard, Have Fun!

Education & Experience

The following are the minimum requirements for the position, which may be satisfied by an equivalent combination of education and experience.

Prior experience in billing, accounting, or office administration. Insurance experience strongly preferred.

Proficiency in Microsoft Office (Excel, Outlook) and Applied EPIC

Knowledge, Skills & Abilities

The following are the minimum requirements for performing the essential functions of the position.

Strong administrative, organizational, and time management skills with the ability to successfully prioritize multiple projects and meet tight deadlines.

Professional level verbal and written communication skills. Providing clear, courteous support to clients, carriers, and team members.

Ability to handle stress and remain calm and professional while resolving issues.

Proficiency in Microsoft Office Suite, Outlook and Excel.

Accurate data entry skills with strong attention to detail.

Ability to manage priorities efficiently in a fast-paced environment.

Competence to handle financial information securely and confidentially.

Availability to work outside regular business hours, including evenings and weekends on an occasional basis.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle, or feel; and talk or hear. The employee is frequently required to stand, walk and reach with hands and arms.  Specific vision abilities required by this job include the ability to regularly read from a computer, tablet or smartphone device; and to occasionally operate a motor vehicle when traveling for business.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

This position operates in a fast-paced, business-casual office environment with a moderate noise level.