Remote Billing & Payments Specialist (Insurance)

Pathpoint, Inc; United States; Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Remote-first working environment

Home office stipend

Internet stipend

Job summary

Pathpoint, Inc. is seeking a Billing Support Associate to own fund movement, payment verification, and billing-platform integrity.

You will be the single owner of Ascend billing workflow and its Salesforce integration escalation loop, acting as front-line support for agent and insured billing questions. Ideal candidates will have 2+ years in insurance billing or related operations, strong written communication, and experience with Salesforce-based systems.

Qualifications

• 2+ years in insurance billing, AR, premium accounting, or payment operations — E&S/wholesale or MGA preferred.
• Strong written communication; able to explain an invoice or a split refund to an agent without accounting jargon.
• Experience with a Salesforce-based agency management/policy system.
• Ability to distinguish user error from platform defect and write a reproducible bug report.
• Working knowledge of premium billing mechanics: agency vs. direct bill, premium finance, commission netting, surplus lines taxes and fees, pro-rata and short-rate.
• Advanced Excel — lookups, pivots, large-file reconciliation.
• SQL or BI exposure (Metabase, Hex).
• Insurance specific finance and accounting experience.
• SOP authoring; Slack-based operational monitoring.

Responsibilities

• Manage payment-link and portal access issues for agents and insureds (broken links, wrong recipient, access errors).
• Maintain an internal known-issues and workaround log so repeat inquiries are answered consistently without re-investigation.
• Log recurring payment platform defects with reproducible detail and elevate to Financial Operations leadership / platform support; track ticket status through resolution and communicate ETAs back to the requesting agent.
• Serve as first-line triage for Ascend billing issues raised by agents, insureds, or internal teams; determine whether the root cause is data entry, sync, carrier config, or a platform defect.
• Investigate and resolve invoice generation failures — policies that don't bill, invoices stuck in draft, or invoices that never issue to the agent/insured.
• Resolve sync and integration breaks between payment platform and the policy system of record (Salesforce): missing policies, stale premium or fee values, endorsements that don't flow through, duplicated records.
• Research payment application failures: ACH/card payments not posting, payments landing on the wrong invoice or policy, partial payments not reducing balance, failed/returned payments requiring re-invoice.
• Handle refund and return-premium exceptions in Ascend, including cancellations that generate incorrect return amounts or credits that fail to apply.
• Chase down notice-of-cancellation and dunning misfires — notices sent on paid accounts, notices not sent on delinquent accounts, incorrect effective/cancellation dates on notices.

Skills

Insurance billing

Accounts receivable

Premium accounting

Payment operations

Advanced Excel

SQL

Written communication

SOP authoring

Data interpretation

BI exposure

Tools

Salesforce

Metabase

Hex

Job description

Pathpoint, Inc. is seeking a Billing Support Associate to own fund movement, payment verification, and billing-platform integrity.

You will be the single owner of Ascend billing workflow and its Salesforce integration escalation loop, acting as front-line support for agent and insured billing questions. Ideal candidates will have 2+ years in insurance billing or related operations, strong written communication, and experience with Salesforce-based systems.