Billing Analyst - Commercial Insurance

Responsibilities

• Execute daily insurance billing and policy-related transactions with a focus on accuracy, timeliness, and consistency.
• Create and distribute finance agreements, bind documentation, invoices, affidavits, and other required billing records.
• Maintain complete and audit-ready files in internal systems while preserving data quality and documentation standards.
• Handle large-volume invoicing, apply established agency billing practices, and support smooth accounts receivable activity.
• Process refunds, chargebacks, collection items, and reconciliations while recording each transaction clearly and correctly.
• Review direct bill and agency policy details for accuracy and assist with commission-related payment processing.
• Prepare cancellation notices, monitor accounting communications, and respond promptly to routine requests and questions.
• Partner with Sales, Accounting, Compliance, and Operations teams to resolve discrepancies, support audits, and improve workflow efficiency.
• Contribute to monthly financial close activities, including assigned reconciliations, carrier remittance support, and payable-related tasks.
• Identify opportunities to strengthen processes through better controls, workflow updates, and automation recommendations.

Requirements

• A high school diploma or equivalent required; an associate's or bachelor's degree in Accounting, Finance, or a related discipline is preferred.
• At least 2 years of experience in insurance billing, accounts receivable, agency accounting, or similar financial operations.
• Practical knowledge of billing procedures, collections, reconciliations, and policy-related financial processing within a commercial insurance environment.
• Ability to manage a high-volume workload while maintaining strong attention to detail and financial accuracy.
• Demonstrated problem-solving skills with the ability to investigate discrepancies and determine appropriate next steps.
• Proficiency with Microsoft Office applications, including Excel functions such as lookups, pivot tables, and spreadsheet formatting.
• Experience working with insurance or financial systems such as NetSuite or comparable platforms is preferred.
• Strong written and verbal communication skills, sound judgment with confidential information, and a collaborative approach to cross-functional work.

Qualifications

• High school diploma or equivalent required.
• At least 2 years of relevant experience in insurance billing, accounts receivable, agency accounting, or similar financial operations.
• Practical knowledge of billing procedures, collections, reconciliations, and policy-related financial processing within a commercial insurance environment.
• Ability to manage a high-volume workload while maintaining strong attention to detail and financial accuracy.
• Demonstrated problem-solving skills with the ability to investigate discrepancies and determine appropriate next steps.
• Proficiency with Microsoft Office applications, including Excel functions such as lookups, pivot tables, and spreadsheet formatting.
• Experience working with insurance or financial systems such as NetSuite or comparable platforms is preferred.
• Strong written and verbal communication skills, sound judgment with confidential information, and a collaborative approach to cross-functional work.

Skills

• Insurance billing
• Accounts receivable
• Agency accounting
• Financial operations
• Microsoft Office
• Excel functions
• Insurance systems

Benefits

• Medical coverage
• Vision coverage
• Dental coverage
• Life insurance
• Disability insurance

Pay

• Competitive compensation package

Schedule

• Full-time