Billing Assistant

Overview

Billing & Accounting Owner

Key Responsibilities

1. Client Billing Management

   
   
   • Generate and distribute billing notices for clients.
   
   
   • Collect and track policy invoices from insurance carriers.
   
   
   • Create and issue invoices for With Coverage service fees.
   
   
   • Process billing through our third-party platform,

     Ascend

     .
   
   
   
   



2. Payment Tracking & Reconciliation

   
   

   • Direct-billed Policies

     : Provide clients with payment instructions.
   
   

   • Agency-billed Policies

     :
     
     
     • Monitor payments through

       Ascend

       and track checks received via mail.
     
     
     • Log into carrier portals (e.g.,

       Hartford

       ,

       Travelers

       , etc.) to verify due balances especially for carriers with limited billing communication.
     
     
     • Reconcile payment statuses and follow up on outstanding balances.
     
     
     • Respond to carrier inquiries regarding payment and billing issues.
     
     
     
     
   
   
   
   



3. Cancellations & Return Premium Processing

   
   
   • Track and process return premium checks from carriers.
   
   
   • Coordinate and issue client refunds promptly and accurately.
   
   
   • Maintain thorough records of all returned premiums and associated correspondence.
   
   
   
   

Qualifications

• Proven experience in billing, accounting, or insurance operations (agency experience preferred).


• Familiarity with

  insurance carrier billing portals

  and third-party billing tools (e.g.,

  Ascend

  ).


• Strong attention to detail and process orientation.


• Ability to work independently and proactively manage deadlines.


• Proficiency with spreadsheet tools and accounting systems.