Apply on Employer Site

HUB International · 3 weeks ago

Centralized Billing Technician

East Longmeadow, MA

Full-time

Onsite

Entry, Mid Level

$20.44/hr - $39.15/hr

2+ years exp

HUB International is a prominent insurance brokerage firm that empowers its employees and supports a collaborative work environment. The Centralized Billing Technician will work closely with Account Managers to ensure the accurate execution of the agency bill transacting process, including premium financing and resolving accounting discrepancies.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Review policies to confirm correct setup of carrier, commission, and billing/tax information in agency management system

Agency billing of client invoices within the agency management system using source documents for accuracy

Prepare and distribute invoices and other work product documents either directly to clients and or to internal staff as directed

Creation and follow up for premium finance agreements using vendor platform

Filing of various state surplus lines tax using vendor platform

Partner with client service team to quickly bring issues to their attention, working to understand the root cause and offering potential solutions

Resolve all accounting discrepancies as assigned by service team

Ensure that HUB Workflows are executed through utilization of agency management system in accordance with HUB policies and procedures

May assist in other special projects as required

Other responsibilities as assigned by Manager

Qualification

Finance experienceInsurance experienceAnalytical skillsAttention to detailProblem-solving skillsProactiveTeamworkWritten communicationVerbal communicationSelf-motivated