Billing Specialist – Shared Services

Jobtailor; Palm Bay (FL); On-site; USD 55,000 - 70,000; Full time

Job summary

Jobtailor is seeking a Billing Specialist in Florida to manage Agency Bill transactions in EPIC, handle supporting documentation, and coordinate with internal teams to resolve billing questions and discrepancies.

The role requires EPIC experience, strong analytical abilities, and proficiency with Microsoft Office tools. You will contribute to audit-ready records and strive to improve billing workflows while maintaining high accuracy.

Qualifications

• 2 years of billing and account support experience.
• EPIC experience strongly preferred.
• Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered.
• Strong attention to detail with the ability to manage high‑volume transactional work.
• Proven analytical and problem‑solving skills.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office applications, including Outlook, Excel, and Word.
• Strong organizational, multitasking, and time‑management skills.
• High level of personal integrity, accountability, and commitment to quality.

Responsibilities

• Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing.
• Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation.
• Process pre‑bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines.
• Review and verify EPIC data fields before processing.
• Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies.
• Investigate and resolve billing issues, coordinating with appropriate departments.
• Associate and manage documentation within EPIC activity codes for audit readiness.
• Navigate EPIC and Microsoft Office tools to support billing functions.
• Identify opportunities to improve billing workflows and efficiency.

Skills

Billing processes

Attention to detail

Analytical thinking

Communication skills

Time management

Education

Bachelor's degree in Business/Finance/Accounting

Tools

EPIC

Microsoft Office (Outlook Excel Word)

Job description

Responsibilities

• Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing.
• Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation.
• Process pre‑bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines.
• Review and verify EPIC data fields before processing.
• Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies.
• Investigate and resolve billing issues, coordinating with appropriate departments.
• Associate and manage documentation within EPIC activity codes for audit readiness.
• Navigate EPIC and Microsoft Office tools to support billing functions.
• Identify opportunities to improve billing workflows and efficiency.

Requirements

• 2 years of billing and account support experience
• EPIC experience strongly preferred
• Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered
• Strong attention to detail with the ability to manage high‑volume transactional work
• Proven analytical and problem‑solving skills
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications, including Outlook, Excel, and Word
• Strong organizational, multitasking, and time‑management skills
• High level of personal integrity, accountability, and commitment to quality.

Core Competencies

Demonstrates expertise in processing Agency Bill transactions in EPIC, ensuring compliance with regulatory guidelines while maintaining high attention to detail. Proficient in Microsoft Office applications to enhance billing workflows and support account management functions.