Accounts Receivable Billing

Role Name: AR Billing

Responsibilities

Generate agency and direct-bill invoices for new policies, endorsements, renewals, and

cancellations

Preparing invoices for clients based on the services availed, identifying and resolving the

billing error, issuance of credit notes with proper authorization, resolving customer disputes

on billing, ensuring all income is accrued and accounted, sending the invoices to the

customer

Accurate and timely receipt, posting, and reconciliation of direct bill commissions from

insurance companies on a daily, weekly, and monthly basis, Process corrections and

changes to broker commission rates as necessary. investigate and resolve issues not

limited to commission discrepancies, and follow up on outstanding items

Coordinate with servicing and producers for missing or incorrect billing data.

Investigate and resolve billing discrepancies with clients or carriers

Maintain accurate documentation and compliance with regulatory and internal standards.

Skills and Experience

Graduate 15 years of billing/accounting experience in the insurance or financial

services industry.

Familiarity with agency management systems (Applied Epic, AMS360, etc.) is

preferred.

Basic knowledge of insurance terms and billing cycles.

Proficient in Excel and other MS Office tools.

Strong analytical, problem-solving, and communication skills.

High attention to detail and time management

Willingness to work in US shift hours (CST hours)