The Legal Billing Specialist will manage high-volume billing workflows, ensuring accuracy and compliance while supporting accounts receivable and payable processes.
Spec II CX Operations (Remote)
📜 Description
- Review premium reports, identify exceptions, and research discrepancies.
- Review outstanding balances, document findings, and complete follow-up activities.
- Obtain missing information and documentation from insureds and producers.
- Process premium payments through approved systems, including E-Pay and Virtual Terminal.
- Prepare correspondence and support premium research, payment application, and exception resolution.
- Coordinate with internal departments to investigate discrepancies and resolve billing issues.
🛠️ Requirements
- Demonstrates strong attention to detail when reviewing premium reports, processing payments, and documenting account activity.
- Communicate professionally and courteously by telephone and through electronic channels.
- Apply strong analytical and problem-solving skills to identify discrepancies, evaluate supporting information, and resolve premium issues.
- Maintains accuracy by verifying information, reviewing completed work, and correcting discrepancies before finalizing transactions or correspondence.
- Prior insurance-industry experience is required; experience with premium billing, payment processing, or related account administration is strongly preferred.
- Proficiency in Microsoft Excel and Word, including organizing and reviewing data, preparing correspondence, and maintaining accurate records.
- Adapts effectively to changing priorities, procedures, workloads, and business needs.
- Communicates clearly and professionally in writing and conversation with insureds, producers, and internal partners.
✨ Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Mental health benefits
- Employee assistance program
- Paid time off
- Paid parental leave
- Short-term disability
Full job description
Job Summary:
The Billing Specialist works remotely with the Billing Manager and Premium Application Specialist to research and resolve premium payment exceptions, follow up on missing or inaccurate information, process premium payments, and communicate with insureds, producers, and internal departments to support accurate and timely premium administration. The Billing Specialist completes assigned work accurately and within documented service standards, maintains clear records, safeguards confidential information in accordance with company policies, and promptly escalates unresolved or unusual premium issues through established channels.
Responsibilities
• Supports the balance-due process by reviewing outstanding amounts, documenting findings, and completing assigned follow-up activities.
• Follows up on premium reports with missing or incomplete information and obtains the documentation needed to resolve the issue.
• Communicates with insureds and producers to review premium-report discrepancies, explain required corrections, and obtain missing information.
• Processes all types of premium payments accurately through approved electronic payment systems, including E-Pay and Virtual Terminal.
• Prepares and sends correspondence addressing premium discrepancies, missing information, balances due, and other assigned billing scenarios.
• Supports the Premium Application Specialist with premium research, payment application, exception resolution, and related billing activities.
• Partners with other departments to investigate premium discrepancies, share necessary information, and coordinate resolutions.
• Performs other related billing and administrative duties as assigned.
Education and Experience:
• Demonstrates strong attention to detail when reviewing premium reports, processing payments, and documenting account activity.
• Communicate professionally and courteously by telephone and through electronic channels.
• Apply strong analytical and problem-solving skills to identify discrepancies, evaluate supporting information, and resolve premium issues.
• Maintains accuracy by verifying information, reviewing completed work, and correcting discrepancies before finalizing transactions or correspondence.
• Prior insurance-industry experience is required; experience with premium billing, payment processing, or related account administration is strongly preferred.
• Proficiency in Microsoft Excel and Word, including organizing and reviewing data, preparing correspondence, and maintaining accurate records.
• Adapts effectively to changing priorities, procedures, workloads, and business needs.
• Communicates clearly and professionally in writing and conversation with insureds, producers, and internal partners.
• Manages multiple assignments, prioritizes competing deadlines, and maintains accuracy in a high-volume environment.
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