Billing Representative

Job Summary

The Billing Representative is responsible for processing all requests associated with premium receipts and funds transfer requests for brokered insurance products. Daily functions include, but are not limited to, data entry across various internal systems, maintaining accurate records, reconciling billing statements and client payments, and managing data across administrative systems and Excel spreadsheets.

Job Description

Duties / Responsibilities

(The following reflects duties for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.)

Application of multi-pay mode premiums (e.g., weekly, bi-weekly, semi-monthly, and monthly premium payments and payroll deductions) received from individuals and clients

Processing billing-related correspondence

Reconciling and auditing expected vs. actual payroll deductions; resolving any discrepancies

Processing requests for premium refunds, retroactive premium changes, invoice adjustments, and validating transaction accuracy in the system

Setting up and managing simplified billing (group bills) and handling related service requests

Processing changes in payment methods upon customer or client request

Communicating with carriers, office staff, agents, and customers via email, telephone, or mail to provide requested policy information

Tracking premium payments to ensure timely receipt, preventing coverage lapses, and notifying clients of missed deadlines

Qualifications

Bachelors degree in Business, Accounting, or Finance preferred

Familiarity with insurance industry concepts, practices, and procedures preferred

Proficient in Microsoft Office Suite (Excel, Word, Outlook); advanced Excel skills are required

Strong data reconciliation and organizational skills

Attention to detail and ability to work efficiently under deadline pressure

Not a remote / work-from-home position on a daily basis

Ability to multitask, prioritize, and manage time effectively

Ability to work in both team and independent environments

Strong interpersonal and communication skills (written and verbal)

Flexibility, adaptability, and self-motivation

Experience with Benefit Enrollment / Benefit Administration Systems is a plus