Sr. Billing Operations Specialist

Primary Responsibilities

• Review and process invoices for complex accounts, ensuring accuracy and compliance with contractual terms and brokerage standards.
• Exercise judgment in identifying and resolving billing discrepancies; collaborate with account managers, finance teams, and carriers to resolve issues promptly.
• Maintain accurate financial records in agency management and accounting systems; ensure adherence to internal controls and audit standards.
• Monitor receivables and assist in collections efforts for high-value or escalated accounts.
• Support audits and compliance reviews by providing documentation and responding to inquiries.
• Mentor and provide guidance to junior billing specialists on processes and best practices.
• Recommend process improvements and assist in implementing workflow enhancements to improve efficiency and accuracy.

Required Knowledge, Skills & Abilities

• Strong attention to detail and accuracy in financial transactions.
• Ability to interpret billing agreements and apply judgment to resolve discrepancies.
• Effective communication skills for internal and external interactions.
• Proficiency in Microsoft Office Suite and familiarity with accounting or agency management systems.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Qualifications

• Bachelor’s degree in business, finance, accounting, or related field preferred.
• 2–4 years in billing, accounting, or insurance operations, with experience handling complex accounts.