Insurance Billing Assistant

Overview 

With Coverage is seeking a detail-oriented and proactive Billing & Accounting Owner to lead our billing operations and payment tracking processes. This role is essential to ensuring accurate, timely invoicing and diligent payment oversight across client, carrier, and internal systems. You will work closely with client teams, insurance carriers, and accounting systems to manage a smooth billing lifecycle, including the processing of fees, commissions, and refunds. 

Key Responsibilities 

1. Client Billing Management 
   
   
   
   • Generate and distribute billing notices for clients. 
   
   
   • Collect and track policy invoices from insurance carriers. 
   
   
   • Create and issue invoices for With Coverage service fees. 
   
   
   • Process billing through our third-party platform, Ascend. 
   
   
   
   


2. Payment Tracking & Reconciliation 
   
   
   
   • Direct-billed Policies: Provide clients with payment instructions. 
   
   
   • Agency-billed Policies: 
     
     
     
     • Monitor payments through Ascend and track checks received via mail.
     
     
     • Log into carrier portals (e.g., Hartford, Travelers, etc.) to verify due balances—especially for carriers with limited billing communication. 
     
     
     • Reconcile payment statuses and follow up on outstanding balances.
     
     
     • Respond to carrier inquiries regarding payment and billing issues. 
     
     
     
     
   
   
   
   


3. Cancellations & Return Premium Processing 
   
   
   
   • Track and process return premium checks from carriers. 
   
   
   • Coordinate and issue client refunds promptly and accurately. 
   
   
   • Maintain thorough records of all returned premiums and associated correspondence. 
   
   
   
   

Qualifications 

• Proven experience in billing, accounting, or insurance operations (agency experience preferred). 


• Familiarity with insurance carrier billing portals and third-party billing tools (e.g., Ascend). 


• Strong attention to detail and process orientation. 


• Ability to work independently and proactively manage deadlines. 


• Proficiency with spreadsheet tools and accounting systems.