Agency Billing Specialist

Employment Details

Employment Type: Full-Time Remote Contractor
Work Arrangement: Fully Remote
Industry: Insurance / Risk Management / Insurtech
Benefits: Competitive PTO and paid holidays
Seniority Level: Mid-Level
Schedule: Full-Time

About the Role

A fast-growing, technology-driven insurance and risk management company is seeking an experienced and highly detail-oriented Agency Billing Specialist to own the full billing and cash management lifecycle across a complex portfolio of insurance programs.

This role is critical to ensuring accurate premium processing, carrier payments, invoicing, reconciliation, and premium trust management. The successful candidate will work cross-functionally with internal operations teams, Risk Advisors, clients, and insurance carriers to maintain billing accuracy and operational efficiency.

This is an ideal opportunity for someone who thrives in a structured, high-accountability environment and enjoys working within modern, tech-enabled operational systems. The role offers strong long-term growth potential within a rapidly scaling organization transforming the insurance industry through technology and AI.

Why This Role Is Exciting

Work with a modern, tech-forward insurance organization redefining traditional brokerage operations
Gain exposure to complex insurance billing workflows and specialty insurance programs
Be part of a fast-scaling environment with significant career growth opportunities
Collaborate with a high-performing, operationally excellent remote team
Develop expertise using advanced billing and payment management platforms

Key Responsibilities

Client Billing & Invoicing

Prepare and send client billing communications, including payment instructions and payment links through Ascend
Generate payment links for agency-billed policies, admitted carriers, and platform-related fees
Process invoices for:
- Financed policies
- Carrier installment plans
- Flat fees
- Performance fees
- One-time invoices
Handle billing for:
- Monetary endorsements
- Tail policies
- Policy cancellations
Issue and track direct-bill payment instructions to insureds, including carrier portal details
Maintain accurate billing records and policy billing data within internal systems
Upload carrier invoices and statements into WC Admin and Ascend platforms

Premium Trust Management

Manage and maintain the premium trust account with a high degree of accuracy
Reconcile carrier agency-billed statements to determine:
- Net amounts payable to carriers
- Commission amounts payable to the company
Review and approve outbound premium and commission payouts in Ascend prior to disbursement
Ensure all inbound and outbound cash flows are routed accurately and on time
Process return premiums for policy cancellations and premium adjustments
Upload and maintain all related return premium documentation within internal systems

Payment Reconciliation & Accounts Payable

Manually reconcile client payments received through:
- Bill.com
- Tipalti
- Ramp
- Justworks
- Other payment platforms
Process accounts payable transactions and ensure accurate payment routing
Monitor payment statuses across multiple billing channels
Follow up with clients regarding outstanding invoices and overdue balances

Client & Carrier Billing Support

Respond to billing-related inquiries from clients and carriers
Provide:
- Payment instructions
- Billing summaries
- Invoice copies
- W-9 documentation
- Remittance confirmations
Handle payment disputes and assist with resolution
Guide clients to access invoices and billing information through administrative dashboards

Required Hard Skills & Experience

Prior experience in:
- Insurance billing
- Brokerage operations
- Accounting
- Premium finance administration
Strong understanding of:
- Premium trust accounting
- Insurance payment workflows
- Accounts payable processes
Experience using billing and payment platforms such as:
- Ascend
- Bill.com
- Tipalti
- Ramp
- Similar accounting or payment systems
Strong reconciliation and financial tracking capabilities
Experience managing high transaction volumes across multiple accounts and carriers
Strong data entry and database management skills
Proficiency in remote collaboration and digital workflow systems

Required Soft Skills

Exceptional attention to detail
Strong organizational and time management skills
High level of accountability and ownership
Excellent written communication skills
Ability to work independently in a remote environment
Proactive and solution-oriented mindset
Ability to prioritize effectively in a fast-paced environment
Strong reliability and follow-through
Eagerness to learn and grow within a scaling organization

Preferred Qualifications

Experience working within insurance brokerages or insurtech environments
Familiarity with agency-billed insurance processes
Exposure to carrier billing operations and premium trust reconciliation
Experience supporting high-growth or operationally complex businesses

What’s Offered

Stable, long-term remote opportunity
Competitive PTO and paid holidays
Training and detailed process documentation
Collaborative and supportive remote team environment
Opportunity for career advancement and expanded responsibilities
Exposure to modern insurance technology and AI-enabled operational systems

Agency Billing Specialist |- 19404