Billing Relationship Associate

Howden; Charlotte (NC); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Flexible Paid Time Off

Parental leave

Life and Disability insurance

Job summary

Howden in Charlotte, NC is seeking a Billing Relationship Associate with a hybrid work schedule. You will manage client and carrier invoices, coordinate billing allocations, and ensure timely payments.

The role requires 2+ years in billing or insurance operations, a Bachelor's degree, and knowledge of SOX controls. Proficiency with Excel and billing systems such as Epic or AMS360 is expected.

Qualifications

• Bachelor's degree or equivalent work experience in accounting/finance.
• 2+ years of billing, accounting, or insurance operations experience.
• Knowledge of SOX controls or financial compliance is a plus.

Responsibilities

• Request, review, and ensure accurate and timely delivery of client and carrier invoices.
• Coordinate billing allocations based on client and carrier instructions.
• Process fee agreements and manage internal fee allocations per requirements.
• Calculate surplus lines tax obligations per state regulations.
• Align with accounting to confirm carrier payment terms and processing.
• Coordinate and maintain SOX compliance documentation for billing and audits.
• Identify and resolve accounting discrepancies related to billing and payments.
• Obtain premium finance quotes for viable accounts and review carrier audits for accuracy.

Skills

Organizational Skills

Attention to Detail

Financial Acumen

Communication Skills

Regulatory Knowledge

Technical Skills

Education

Bachelor's degree in Accounting, Finance, Business, or related field

Tools

Epic

AMS360

Billing systems

Job description

We are seeking a Billing Relationship Associate in Charlotte, NC with a hybrid work schedule.

What will you be doing?

Request, review, and ensure accurate and timely delivery of client and carrier invoices.

Coordinate billing allocations based on client and carrier instructions.

Process fee agreements and manage internal fee allocations in alignment with client and carrier requirements.

Calculate surplus lines tax obligations accurately and in accordance with state regulations.

Align with accounting to confirm carrier payment terms and ensure smooth payment processing.

Coordinate and maintain SOX compliance documentation to support billing and audit requirements.

Identify and resolve accounting discrepancies related to billing and payments.

Premium Finance & Audit Support

Request and obtain premium finance quotes for viable accounts.

Review carrier audits for accuracy and partner on corrective actions as needed.

Organizational Skills:

Ability to manage multiple tasks, deadlines, and record-keeping systems.

Attention to Detail:

Crucial for accurately preparing and verifying documentation for applications and compliance.

Financial Acumen:

Understanding of billing practices, allocations, and premium financing processes.

Communication Skills:

Ability to work effectively with account teams, accounting, and carriers to resolve issues.

Regulatory Knowledge:

Familiarity with SOX compliance standards and audit requirements.

Technical Skills:

Proficiency with Microsoft Excel and billing/insurance systems (e.g. Epic, AMS360, or similar)

Problem-Solving:

Skilled at investigating discrepancies and identifying corrective actions.

What are we looking for?

Qualifications:

Bachelor's degree in Accounting, Finance, Business, or related field; or equivalent work experience.

2+ years of billing, accounting, or insurance operations experience.

Familiarity with insurance billing practices, fee agreements, and premium financing preferred.

Knowledge of SOX controls or financial compliance processes a plus

Compensation and Benefits

The expected base salary range for this role is $50,000 - $70,000; actual base salary will be determined based on factors including candidate experience and work location. This role is classified as non-exempt under the Fair Labor Standards Act (FLSA).

In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including:

Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts

Flexible Paid Time Off and paid parental leave

Life and Disability insurance

Our sustainability promise

We're on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world. You can read more about our sustainability work here.