Billing Support Associate

Pathpoint; United States; Remote; USD 42,000 - 64,000; Full time

Job summary

Pathpoint is seeking a Billing Support Associate to manage billing operations, verify payments, and ensure billing platform accuracy. This role is responsible for ensuring funds are properly received, payments are correctly applied, and billing data remains clean across systems and portals used by agents and insureds.

Key duties include resolving invoice generation failures, payment processing errors, and portal access issues; maintaining issue logs; and coordinating with Financial Operations

Qualifications

• Minimum 2 years of experience in insurance billing, accounts receivable, premium accounting, or payment operations.
• Experience in E&S/wholesale insurance or MGA environment is preferred.
• Strong written communication skills to explain billing issues clearly.
• Experience working with Salesforce-based agency management or policy systems.
• Ability to identify system errors and prepare detailed bug reports.
• Working knowledge of premium billing processes, including agency billing, direct billing, premium finance, commission netting, surplus lines taxes and fees, pro-rata, and short-rate calculations.
• Advanced Excel skills (lookups, pivot tables, large-file reconciliation).
• Experience with SQL or BI tools such as Metabase or Hex is preferred.

Responsibilities

• Manage payment link and portal access issues for agents and insured customers.
• Maintain internal records of known issues and solutions to improve response efficiency.
• Investigate and resolve billing platform issues, including invoice generation failures and payment processing errors.
• Serve as the first point of contact for Ascend billing-related concerns from agents, insureds, and internal teams.
• Identify root causes of billing issues, including data entry errors, synchronization problems, carrier configuration issues, or platform defects.
• Resolve payment application problems, including incorrect invoice allocation, failed payments, and partial payment issues.
• Handle refund and return-premium exceptions, including incorrect refund calculations and credit application issues.
• Monitor notice-of-cancellation and payment reminder issues to ensure accurate customer communication.
• Coordinate with Financial Operations teams and platform support to track and resolve technical issues.

Skills

Strong written communication

Advanced Excel

Data analysis

Billing operations

Attention to detail

Education

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

Tools

Salesforce

SQL

Metabase

Hex

Job description

Pathpoint is seeking a Billing Support Associate to manage billing operations, payment verification, and billing system accuracy. This role will be responsible for ensuring funds are properly received, payments are correctly applied, and billing platforms maintain accurate information.

Key Responsibilities

• Manage payment link and portal access issues for agents and insured customers.
• Maintain internal records of known issues and solutions to improve response efficiency.
• Investigate and resolve billing platform issues, including invoice generation failures and payment processing errors.
• Serve as the first point of contact for Ascend billing-related concerns from agents, insureds, and internal teams.
• Identify root causes of billing issues, including data entry errors, synchronization problems, carrier configuration issues, or platform defects.
• Resolve payment application problems, including incorrect invoice allocation, failed payments, and partial payment issues.
• Handle refund and return-premium exceptions, including incorrect refund calculations and credit application issues.
• Monitor notice-of-cancellation and payment reminder issues to ensure accurate customer communication.
• Coordinate with Financial Operations teams and platform support to track and resolve technical issues.

Requirements

• Minimum 2 years of experience in insurance billing, accounts receivable, premium accounting, or payment operations.
• Experience in E&S/wholesale insurance or MGA environment is preferred.
• Strong written communication skills with the ability to explain billing issues clearly.
• Experience working with Salesforce-based agency management or policy systems.
• Ability to identify system errors and prepare detailed bug reports.
• Working knowledge of premium billing processes, including agency billing, direct billing, premium finance, commission netting, surplus lines taxes and fees, pro-rata, and short-rate calculations.
• Advanced Excel skills, including lookups, pivot tables, and large-file reconciliation.
• Experience with SQL or BI tools such as Metabase or Hex is preferred.
• Strong knowledge of:
• Insurance billing and financial operations
• Salesforce-based systems and integrations
• Payment reconciliation and billing workflows
• Bachelor’s Degree in Finance, Accounting, Business Administration, or a related field (Estimated)