Billing Operations Specialist

The Billing Operations Specialist provides professional-level support for billing and financial operations within the insurance brokerage environment. This role ensures accurate invoicing, reconciliation, and compliance with client agreements and carrier requirements. Working under general supervision, the incumbent applies judgment to resolve billing discrepancies, maintain financial integrity, and deliver a seamless client experience.

Position Summary

The Billing Operations Specialist provides professional-level support for billing and financial operations within the insurance brokerage environment. This role ensures accurate invoicing, reconciliation, and compliance with client agreements and carrier requirements. Working under general supervision, the incumbent applies judgment to resolve billing discrepancies, maintain financial integrity, and deliver a seamless client experience.

Primary Responsibilities

• Review and process client and carrier invoices for accuracy, ensuring alignment with contractual terms and brokerage standards.
• Exercise judgment in identifying and resolving billing discrepancies; escalate complex issues as appropriate.
• Maintain accurate financial records in agency management and accounting systems.
• Collaborate with account managers, finance teams, and carriers to ensure timely and accurate billing.
• Monitor receivables and assist in collections efforts to maintain cash flow and reduce outstanding balances.
• Support audits and compliance reviews by providing documentation and responding to inquiries.
• Recommend process improvements to enhance efficiency and accuracy in billing operations.

Required Knowledge, Skills & Abilities

• Strong attention to detail and accuracy in financial transactions.
• Ability to interpret billing agreements and apply judgment to resolve discrepancies.
• Effective communication skills for internal and external interactions.
• Proficiency in Microsoft Office Suite and familiarity with accounting or agency management systems.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Qualifications

• Bachelor’s degree in business, finance, accounting, or related field preferred.
• 0–2 years in billing, accounting, or insurance operations (internship experience acceptable).

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.