Insurance Billing Specialist

Horan Securities, Inc.; Riverside (CA); Remote; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a detail-oriented individual to join their team as a liaison between client service and accounting. In this role, you'll tackle accounting discrepancies, manage billing transactions, and ensure timely payments. Ideal candidates will have a strong background in insurance and accounting, along with proficiency in the EPIC Agency Management System. This position offers a dynamic work environment where you can grow your skills and contribute to a collaborative team. If you're a motivated self-starter with excellent communication abilities, this opportunity is perfect for you.

Qualifications

• 2+ years of insurance and invoicing-related work experience.
• Strong knowledge of EPIC Business Management System and basic accounting.

Responsibilities

• Collaborate with client service teams to resolve accounting issues.
• Create and correct client billings, ensuring accurate payments.

Skills

Insurance Knowledge

Accounting Knowledge

EPIC Business Management System

Excel

Word

Outlook

Communication Skills

Analytical Skills

Customer Service Orientation

Attention to Detail

Education

High School Diploma

Associate Degree

Tools

EPIC Agency Management System

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Job Description and Requirements

Required Experience: 2+ years of insurance and invoicing-related work

Required Education: High School Diploma required; higher education a plus

Work Experience Requirements: 2-3 years insurance experience; 1-2 years accounting knowledge; knowledge of EPIC Agency Management System

Required Travel: Minimal, primarily for internal meetings and training

About HUB International

HUB International Limited (“HUB”) is the 6th largest global insurance and employee benefits broker, offering property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. With over 10,000 employees across 450 offices in North America, HUB has grown significantly through mergers and acquisitions.

Position Overview

This role acts as a liaison between the front office client service staff and the HUB Accounting Teams. The candidate will work remotely with client service teams to resolve accounting issues, including creating and correcting client billings, verifying data with insurance carriers, ensuring accurate client payments, finalizing premium finance requests, processing check requests, and resolving accounting discrepancies in collaboration with various departments.

Essential Duties & Responsibilities

1. Collaborate with local client service teams to create billing transactions in Epic (endorsements, renewals, new business, audits, etc.)
2. Follow established workflows for all EPIC transactions
3. Finalize client premium financing after initial setup, including billing, down payment confirmation, and loan processing
4. Review and confirm account setup in EPIC for accuracy
5. Process check requests to clear credit transactions
6. Send carrier invoices and billing information to HFC for processing
7. Resolve accounting discrepancies as directed
8. Coordinate with HFC to ensure correct payments and credits are applied
9. Work with the ARC team to ensure timely carrier payments
10. Perform other duties as assigned by the team leader

Experience and Knowledge Requirements

• Front office insurance knowledge
• Proficiency in Excel, Word, Outlook
• Self-motivated team player eager to learn and grow
• Strong communication skills
• Attention to detail and deadline management
• Ability to learn quickly
• Highly self-directed and motivated
• Collaborative mindset and receptive to feedback
• Excellent interpersonal skills
• Analytical and problem-solving skills
• Ability to prioritize tasks in high-pressure environments
• Customer service orientation
• Experience in team-oriented settings
• Strong knowledge of EPIC Business Management System
• Basic accounting knowledge

Pay Range

$20.00/hour - $30.00/hour

Additional Requirements

Required Experience: 1-2 years relevant experience

Required Travel: None

Required Education: Associate degree (2-year degree)

HUB International is an equal opportunity employer committed to diversity and inclusion. For accessibility support or application assistance, contact [e-mail].