Insurance Coordinator

ThreePDS Inc.; Austin (TX); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k match

PTO

Tuition reimbursement

Stock Purchase Program

Job summary

ThreePDS Inc. in Austin, TX seeks an invoicing specialist to join our Invoicing Request team in a hybrid role (3 days in office, 2 from home). You will generate invoice requests, learn our systems through a structured training program, and work with client-support colleagues on a range of billing tasks.

This is not a sales position. You will develop data accuracy, communicate clearly with remote teams, and contribute to process improvements while advancing your career at a Fortune 500–caliber

Qualifications

• 1-3 years’ experience in a professional service environment.
• Attention to detail is critical for accurate invoice data.
• Strong Microsoft Office proficiency (Excel, PowerPoint, Outlook).
• Effective communication with remote client teams.

Responsibilities

• Analyze carrier and internal insurance documentation to extract data for invoice requests.
• Collaborate with client support to process invoices using proprietary billing systems.
• Meet productivity, accuracy and timeliness metrics.
• Support process improvements and participate in meetings.

Skills

Attention to detail

Communication skills

Multi-tasking

Research skills

Tools

Excel

PowerPoint

Outlook

Job description

We are seeking candidates to join our growing Invoicing Request department based in our Austin office. This opportunity will open the doors to a career with one of the leading global insurance brokerage and risk management firms during an exciting time of expansion and transformation.

What can you expect?

• You will be an essential part of a highly skilled team by collaborating with our client-facing colleagues by creating and generating invoice requests on an ad-hoc basis.
• You’ll attend a training program of classroom-based, side-by-side, and on-the-job training. We will provide the knowledge required to be successful while learning our systems.
• This is not a sales position and you will not be asked to sell insurance.
• An insurance license is not required, although you’re welcome to take the licensing exam for career development purposes.
• A flexible hybrid work environment with three days in the office and two days work from home

What is in it for you?

• A foot in the door at Fortune 500 company; this role will expose you to many areas of the company, senior leaders, and various aspects of Commercial Insurance that will allow you to expand your network, gain valuable knowledge and, and enhance your skills
• Benefits like Medical, Dental, Vision, STD/LTD and Life Insurance, a generous 401k match and PTO allowance, Employee Stock Purchase program, and Tuition Reimbursement, with benefits starting Day 1
• Culture of internal mobility, diversity, inclusion, and collaboration in a relaxed environment with a business casual dress code
• A company-wide emphasis on Corporate Social Responsibility; all colleagues receive 8 hours of paid time off for volunteering, with the option to join our organized group activities
• Opportunities to get involved with resource groups, guest speaker lectures, career development events, volunteering, social activities, and more
• Flexible work opportunities to ensure a healthy work/life balance
• A convenient North Austin location near the Lakeline MetroRail station with onsite amenities like a free fitness room, showers, indoor bicycle storage, jogging trails, and onsite food service We will count on you to:
• Analyze carrier and internal insurance documentation to pull specific data points to ensure proper request routing and accurate data in our workflow platform
• Work directly with our client support team to use proprietary billing systems to ensure timely and accurate invoice requests on an ad-hoc basis
• Meet individual productivity, accuracy and timeliness metrics
• Collaborate on process improvement strategies as well as participate in meetings and engagement activities
• Remain current by understanding and following all Marsh compliance, professional and transparency standards

What makes you stand out:

• One to three years’ experience in a professional service environment

What you need to have:

• Attention to detail is critical to ensure we’re providing accurate information to invoice our clients
• Intermediate Microsoft Office proficiency: you will use Excel, PowerPoint and Outlook - knowledge of basic Excel formulas, pivot tables, and Outlook organization is beneficial
• Strong communication skills: you’ll collaborate with client teams who are remote, so the ability to communicate effectively is key
• Ability to multi-task to meet deadlines. This is essential to guarantee we’re providing excellent service to our clients at their policy’s renewal.
• Ability and aptitude to conduct research. You don’t mind digging when you need more information.