Direct Bill and AP Specialist

Robertson Ryan Insurance; Milwaukee (WI); Hybrid; USD 40,000 - 56,000; Full time

Job summary

Robertson Ryan Insurance is seeking a detail‑oriented Billing Specialist to independently process billing transactions in the EPIC system, including Direct Bill commissions and invoicing Agency Bill items in accordance with established workflows. This role offers hybrid/in-office work with training followed by options at our Milwaukee, WI location.

You will reconcile carrier statements, resolve discrepancies, and collaborate with Account Managers to ensure accurate billing and timely payments.

Qualifications

• High school diploma or equivalent with data entry experience.
• Ability to read and interpret bank and commission statements and prepare reports.
• Strong math skills including rates, ratios, and percentages.
• Excellent written and verbal communication with carriers and internal teams.
• Advanced knowledge of Microsoft Office; EPIC experience is a plus.

Responsibilities

• Reconcile and process carrier commission statements in the EPIC system accurately and timely.
• Research and resolve direct bill statement discrepancies with carriers and internal teams.
• Invoice agency bill items as directed by Account Managers and on the Billing Request Form.
• Investigate billing discrepancies, unapplied payments, and outstanding items.
• Assist in documenting workflows for agency invoicing and collaborate with Account Managers on endorsements, renewals, and new business.
• Ensure accurate information is recorded in EPIC and keep organized records.

Skills

Data entry

Microsoft Office

EPIC experience

Attention to detail

Communication

Education

High school diploma

Tools

EPIC system

Microsoft Office

Job description

Recognized nationally as a Top Workplace and Top 100 US Insurance Agency!

Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It's an exciting time to join our growing firm!

Summary

Responsible for independently and proactively processing billing transactions in the EPIC system, including entering Direct Bill commissions and invoicing Agency Bill items in accordance with established workflows.

Hybrid/in-office schedule options will be discussed after the training period is successfully completed and are based out of our Milwaukee, WI location.

Essential Duties and Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

• Reconcile and process carrier commission statements received through the company’s third-party processing platform in an accurate and timely manner.
• Research and resolve direct bill statement discrepancies by working with carriers and internal team members.
• Invoice all agency bill items as directed by Account Managers on the Billing Request Form in a timely and accurate manner.
• Research and resolve billing discrepancies, unapplied payments, and outstanding items.
• Assist in documenting established workflows for all agency invoicing.
• Collaborate with Account Managers to invoice agency-billed premiums for endorsements, renewals, new business, audits, etc.
• Work with Account Managers to ensure accurate information is included in EPIC.
• Maintain organized records and documentation in accordance with company policies and procedures.
• Maintain a high degree of accuracy in processing agency bill statements and processing carrier payments.
• Other projects or duties, as needed.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma and data entry related experience; or a combination of education and experience.
• Ability to read and interpret bank statements, commission statements, procedure manuals, and other business documents; prepare reports and correspondence; and communicate effectively with carriers and internal team members.
• Basic mathematical skills, including the ability to add, subtract, multiply, divide, and calculate rates, ratios, and percentages.
• Ability to apply common sense understanding to carry out written, oral, or diagram-based instructions and resolve problems involving multiple variables in standardized situations.
• Advanced knowledge of Microsoft Office products and comfort working with internet-based programs. Applied EPIC experience preferred but not required.
• Ability to work in a fast-paced environment with minimal instruction while maintaining a high degree of accuracy.
• Strong organizational skills with the ability to prioritize work, manage workflow, and ensure timely and accurate processing of transactions and responsibilities.
• Ability to maintain effective working relationships with carriers, co-workers, vendors, and other business contacts while contributing to a team-oriented environment.
• Commitment to staying informed of industry information, products, legislation, coverages, and technology to support ongoing professional development.
• Must be willing to work in-office or hybrid at our Milwaukee, WI location.

Physical Demands & Work Environment

While performing the duties of this job, the employee is regularly required to sit, use hands, and communicate effectively. Occasional standing, walking, reaching, stooping, kneeling, crouching, crawling, and lifting up to 10 pounds may be required. Specific vision abilities include close vision and the ability to adjust focus. The work environment is a professional office setting with a moderate noise level. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.

EEO/AA Statement

Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.