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