Commercial P&C Billing Specialist

GuideStone Financial Resources; United States; Hybrid; USD 52,000 - 75,000; Full time

Job summary

GuideStone Financial Resources is seeking a Commercial Property and Casualty Agency Billing Specialist to manage agency billing, remittance, and commission reconciliation with precision. You will coordinate with Finance and Accounting, ensure accurate documentation, and support agency operations under established procedures.

The role requires 2+ years in bookkeeping or billing, a high school diploma (associate degree preferred), and proficiency with Excel, Applied Epic, Workday workflows, and

Qualifications

• Requires 2+ years in bookkeeping, billing, or related accounting support.
• High school diploma required; associate degree or coursework preferred.
• CPA license is not required.
• Strong understanding of invoicing, receivables/payables, reconciliation, and record retention.

Responsibilities

• Manage routine and moderately complex agency-billed account activities, including premium collection and remittance requests.
• Process carrier commission statements and reconcile with agency records and Applied Epic data.
• Review invoices and route to Finance for processing; monitor recurring agency invoices and vendor charges.
• Maintain confidential records and support cross-functional teams to improve financial processes.

Skills

Billing & invoicing

Accounting

Microsoft Excel

Applied Epic

Workday workflows

Confidentiality

Education

High school diploma

Associate degree in accounting/finance preferred

Tools

Applied Epic

Workday workflows

SharePoint

GuideStone systems

Job description

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. What We Offer You! We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement. The Commercial Property and Casualty Agency Billing Specialist supports GuideStone Agency Services by performing general agency-specific accounting and bookkeeping tasks of increasing complexity with moderate supervision and some latitude for independent judgment. This role maintains accurate agency billing, invoice, remittance, and commission records; manages agency-billed account workflows; and works with GuideStone Finance and Accounting to reconcile commission payments, resolve discrepancies, and ensure money received or paid by the agency is documented accurately and handled timely. The role applies developing proficiency in agency accounting, Applied Epic, commission processing, and internal controls, while relying on more experienced peers for guidance on more complex work. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands. (Psalm 78:72)

What You'll Do

Agency Billing and Remittance

• Manage routine and moderately complex agency-billed account activities, including premium collection, payment remittance requests, carrier payment documentation, and follow-up on stale or unresolved billing items
• Prepare, organize, and route remittance support materials to Finance and Accounting for payment processing according to documented procedures and assigned timelines
• Ensure customer funds, carrier payment requests, invoice records, and supporting documentation are matched, complete, and retained in the appropriate agency systems or repositories
• Review billing activity reports, resolve routine issues independently, and escalat

Commission Statement Processing and Reconciliation

• Receive, organize, validate, and process carrier commission statements, ensuring alignment with agency records, commission percentages, premium amounts, transaction types, and related Applied Epic activity records
• Research discrepancies between carrier statements, Applied Epic transactions, direct-bill or agency-bill commission records, and funds received by GuideStone, seeking guidance on complex reconciliation issues
• Partner with Finance and Accounting to reconcile commission payments received, identify missing or unmatched remittance detail, and document follow-up items through resolution

Invoice, Payment, and Vendor/Partner Coordination

• Review agency-related invoices and route accurate invoices or payment requests to the appropriate Finance and Accounting processing channel according to established procedures
• Monitor recurring agency invoices, reimbursements, carrier fees, and vendor charges to ensure expected items are received, reviewed, routed, and tracked
• Coordinate with agency team members, Finance and Accounting, carriers, brokers, and vendors to obtain documentation, clarify payment details, and resolve billing questions

Records, Controls, and Cross-Functional Support

• Maintain accurate, organized, and confidential records for agency billing, commission statements, invoices, remittance documentation, and reconciliation support materials, contributing to process improvement recommendations
• Partner with Sales, Account Management, Operations, Finance and Accounting, and agency leadership to support timely and accurate financial processing tied to agency operations, driving meaningful results that advance enterprise strategy

What You'll Need

• 2+ years of experience in related bookkeeping, billing, accounting support, insurance agency, financial operations, or similar experience required.
• High school diploma or equivalent required; associate degree, college coursework, or certificate in accounting, bookkeeping, business, finance, or a related field preferred.
• CPA license is not required.
• Working understanding of bookkeeping concepts such as invoices, payments, receivables, payables, reconciliation, and record retention.
• Intermediate proficiency with Microsoft Outlook, Word, and Excel; working proficiency with Applied Epic, Workday-related workflows, SharePoint, and other GuideStone systems.
• Ability to compare documents and data, identify mismatches, and resolve routine discrepancies with some latitude for independent judgment.
• Ability to work within established procedures while applying developing judgment to routine and moderately complex situations.
• Strong organizational skills with the ability to manage recurring tasks, deadlines, inboxes, documentation queues, and process checklists.
• Clear, professional written and verbal communication skills.
• Must have complete confidentiality regarding GuideStone business matters.
• Developing working knowledge of commercial property and casualty agency operations, including agency bill, direct-bill commissions, carrier statements, policy transactions, and supporting documentation.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

#LI-Hybrid #LI-ZB1

Headquartered in Dallas, Texas, GuideStone is one of the historic boards of the Southern Baptist Convention (SBC). Since our beginning more than a century ago, we have answered the call to support and serve ministers and their families. Our vision is to help every servant of Christ finish well. Today, that same commitment continues and has expanded as we offer a full suite of retirement, insurance and investment solutions. Also we stay true to the heart of our ministry through Mission:Dignity - which provides retirement-aged SBC ministers, workers and their widows with financial assistance and dignity. Across every season, we help ministries and faith-aligned individuals steward their resources well so they can more freely answer their calling. GuideStone affirms the beliefs and statement of faith adopted by the SBC. These beliefs shape GuideStone’s mission and help serve as the foundation for its employment policies and procedures.

Learn more about what we offer at https://www.guidestone.org/About-Us/Careers/Benefits