Billing Specialist

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

SUMMARY:

The Billing Specialist position, as part of our Centralized Billing Unit (CBU) will work closely with servicers, advisors and our HUB enterprise centralized accounting teams to handle multiple processes surrounding agency bill transactions and other accounting related tasks. This Billing Specialist will support all of these functions for the department(s) or location(s) for Commercial Lines, Personal Lines and Employee Benefits. Will also provide professional, courteous service to our HUB colleagues and display drive, determination and self-motivation to follow process and resolve issues as they arise.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Invoices all agency bill items for the Carolinas region, including new business, renewals, endorsements, audits, consulting fees, etc.
• Follows set workflows for all agency invoicing
• Review account set up in agency management system to ensure critical fields are set up appropriately before invoicing
• Review and update commission data in agency management system for all parties relevant to commission information
• Work with our HUB Financial Center (HFC) to review and correct all discrepancies
• Work with payables team to expedite corrections and carrier payments to avoid cancellation notices
• Work to resolve accounting activities created as a result of the team’s work efforts
• Track aged receivables and work with advisors and servicers on collection timing
• Work with advisors and servicers to resolve any internal billing errors in agency management systems to ensure they are paid correctly
• Generate invoices/statements in Epic for distribution
• Review monthly NOCs & issues
• Other duties as related to direct bill transactions, corrections and reports
• Supports team with regards to anty M&A responsibilities
• Champions communication of goals, vision, and procedures developed by the leadership teams
• Prepares reports for management as required
• Other accounting duties as assigned which may be outside of CBU duties

EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS:

• 2+ years of experience in accounting/finance related field
• Four-year college degree preferred
• Insurance industry knowledge preferred, but not required
• Exceptional written and verbal communication skills
• Superior customer service and problem-solving skills
• Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
• Detail-oriented self-starter
• Significant skill in handling competing demands and projects
• Excellent organizational skills and ability to prioritize and delegate responsibility
• Mastery of virtual technology, including meeting scheduling, video display and screen sharing
• Relevant Insurance licenses per state/regional statutes, preferred, but may not be required

Department Account Management & Service

Required Experience: 1-2 years of relevant experienceRequired Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

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