HBO Billing Specialist

HUB International; Dallas (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

HUB International is seeking an HBO Billing Specialist to process agency-bill invoicing within Epic, ensuring accurate billing for Personal and Commercial Lines across the West Region. You will handle routine billing, premium financing, and attach invoices to HBO activity while aligning with workflows and quality controls.

Strong communication, detail orientation, and the ability to manage high volumes in a structured environment are essential.

Qualifications

• Strong attention to detail, accuracy, and problem-solving skills.
• Excellent communication skills and a proactive, positive attitude.
• Ability to plan, organize, and execute independently.
• Ability to manage high volumes of tasks efficiently within a structured environment.
• Ability to meet productivity and quality targets.

Responsibilities

• Process agency-bill invoicing transactions for Personal Lines (PL) and Commercial Lines (CL) accounts.
• Execute routine billing transactions including new business, renewals, and endorsements within Epic.
• Coordinate premium financing transactions.
• Complete invoicing for all agency bill items for the designated region based on applicable workflows and service level standards.
• Enter transactions in Epic to match carrier documents and ensure proper coding.
• Ensure carrier invoices are sent to accounting (HFC) and attach generated invoices to the HBO activity before recording back to the Servicer.
• Monitor and manage HBO activities assigned via Epic home screen based on designated Agency, Branch Code, or Profit Center.
• Monitor and process Normal priority HBO activities same day if submitted before 2:00 p.m., or within 24 hours.
• Process Urgent priority HBO activities within 3 business hours.
• Meet individual productivity targets including activities, error rate, and reduction in NOCs.
• Adhere consistently to established workflows, service standards, and quality controls.
• Participate in the weekly team rotation across specialized focus areas.
• Review incoming Servicer activities for completeness before processing.
• Flag and return incomplete submissions to Servicers to reduce downstream billing errors.
• Partner closely with Servicers across the regional footprint to ensure complete billings.
• Review account setup in Epic to ensure proper account screen setup.
• Communicate to Servicers when adjustments or additional information is needed to invoice policies.
• Maintain accurate billing documentation in activity notes and attachments.
• Double-check key transaction areas before finalizing every billing: Policy number, effective dates, PPE & ICO codes, commission %, and Pr/Br coding.
• Adhere to all HUB International and HBO requirements and policies to support SOX compliance.
• Escalate billing exceptions and complex issues to Senior Billing Specialists as needed.

Skills

Detail orientation

Communication

Organization

Multitasking

Quality focus

Education

Associate or Bachelor’s Degree

Tools

Epic

Applied Systems Epic

Job description

Position Summary

The HBO Billing Specialist is responsible for processing agency-bill invoicing transactions within the HUB Billing Operation (HBO) West Region. Working directly within Epic, this role receives and processes !HBO activities assigned to them based on their designated Agency, Branch Code, or Profit Center. The HBO Billing Specialist partners closely with Servicers across the regional footprint to ensure complete and accurate billings, while adhering to established workflows, service standards, and quality controls. A strong communicator with a desire to learn, problem-solve, and be a proactive team player are essential to success in this role.

Responsibilities

Complex Transaction Processing

• Process agency-bill invoicing transactions for Personal Lines (PL) and Commercial Lines (CL) accounts
• Execute routine billing transactions including new business, renewals, and endorsements within Epic
• Coordinate premium financing transactions
• Complete invoicing for all agency bill items for the designated region based on applicable workflows and service level standards
• Enter transactions in Epic to match carrier documents and ensure proper coding
• Ensure carrier invoices are sent to accounting (HFC) and attach generated invoices to the !HBO activity before recording back to the Servicer

Activity & Workload Management

• Monitor and manage !HBO activities assigned via Epic home screen based on designated Agency, Branch Code, or Profit Center
• Monitor and process Normal priority !HBO activities same day if submitted before 2:00 p.m., or within 24 hours
• Process Urgent priority !HBO activities within 3 business hours
• Meet individual productivity targets including activities, error rate, and reduction in NOCs
• Adhere consistently to established workflows, service standards, and quality controls
• Participate in the weekly team rotation across specialized focus areas

Servicer Partnership

• Review incoming Servicer activities for completeness before processing
• Flag and return incomplete submissions to Servicers to reduce downstream billing errors
• Partner closely with Servicers across the regional footprint to ensure complete billings
• Review account setup in Epic to ensure proper account screen setup
• Communicate to Servicers when adjustments or additional information is needed to invoice policies

Compliance & Documentation

• Maintain accurate billing documentation in activity notes and attachments
• Double-check key transaction areas before finalizing every billing: Policy number, effective dates, PPE & ICO codes, commission %, and Pr/Br coding
• Adhere to all HUB International and HBO requirements and policies to support SOX compliance
• Escalate billing exceptions and complex issues to Senior Billing Specialists as needed

Qualifications

• Strong attention to detail, accuracy, and problem-solving skills
• Excellent communication skills and a proactive, positive attitude
• Ability to plan, organize, and execute independently
• Ability to manage high volumes of tasks efficiently within a structured environment
• Ability to meet productivity and quality targets

Preferred

• Associate or Bachelor’s Degree
• 1–2 years of previous accounting or billing experience
• Experience with Applied Systems Epic (insurance broker management system)
• Previous experience in insurance billing, insurance account management, or financial services
• Insurance Broker License

About Hub International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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