The HBO Senior Billing Specialistis responsible formanaging complex, multi-faceted agency-bill invoicing transactions within the HUB Billing Operations (HBO) West Region.This rolecovers all core agency-bill billing functions in addition tomanagingmiddle market and complex accounts,resolvesbilling exceptions andescalatedissues, and serves as a subject matter resource for the HBO billing team. The HBO Senior Billing Specialist partners closely with Servicers and cross-functional teams to ensureaccurateandtimelybillings, while supporting the development and training of HBO Billing Specialists. A strong communicator with deep billingexpertise, sound judgment, and a proactive team player approach are essential to success in this role.
Responsibilities
Complex Transaction Processing
Process agency-bill invoicing transactions for middle market, complex, and multi-policy accounts including Personal Lines (PL) and Commercial Lines (CL)
Manage billing for accounts with three or more insurance policies and non-standard billing arrangements
Execute complex billing transactions including new business, renewals, endorsements, audits, and cancellations within Epic
Coordinate premium financing transactions for complex accounts
Complete complex invoicing for all agency bill items for the designated region based on applicable workflows and service level standards
Enter transactions in Epic to match carrier documents and ensure proper coding
Ensure carrier invoices are sent to accounting (HFC) and attach generated invoices tothe !HBOactivity before recording back to the Servicer
Navigate complex policy structures, surplus lines, and non-standard billing arrangements
Activity & Workload Management
Manage !HBOactivities assigned via Epic home screen based on designated Agency, Branch Code, orProfit Center
Monitor andprocess Normalpriority !HBOactivities same day ifsubmittedbefore 2:00 p.m., or within 24 hours
Monitor and processUrgentpriority !HBOactivities within 3 business hours
Meet individual productivity targets to include activities, error rate, reduction in $Activities, and reduction in NOCs
Adhere consistently toestablishedworkflows, service standards, and quality controls
Escalation & Exception Resolution
Serve as the subject matter resource for HBO Billing Specialists on complex billing scenarios
Resolve billing exceptions andescalated !HBOactivities, coordinating across internalfinanceteams as needed
Assistthe service team with $PX2 and $PDM activities as needed
Resolve open $Activities including $PX3s in partnership with the HFC
Resolve accounting discrepancies that have increased complexity or have been outstanding over90 days
Provide problem-solving support to Servicers with complicated client invoicing and historic discrepancies
Work directly with finance companies to resolve difficult or complex financing situations
Exercise independent judgment on billing exceptions and escalations, in partnership with management as needed
Servicer Partnership
Review incoming Servicer activities for completeness before processing
Flag and return incomplete submissions to Servicers to reduce downstream billing errors
Partner closely with Servicers across the regional footprint to ensure complete andaccuratebillings on complex accounts
Review account setup in Epic to ensure proper account screen setup
Communicate to Servicers when adjustments oradditionalinformation is needed to invoice policies
Training & Development
Mentor and coach HBO Billing Specialists, providing guidance on complex billing requests and difficult financing situations
Assistin the training of new HBO employees
Provideregular insight into Team members' performance and development to the Team Leader
Support the development and documentation of standard operating procedures (SOPs) as the HBOmodel grows
Take the lead with new agencyacquisitionsand conversionsafter Go-Live
Backup Team Leader during absences
Compliance & Documentation
Maintainaccuratebilling documentation in activity notes and attachments
Double-check key transaction areas beforefinalizingevery billing: Policy number, effective dates, PPE & ICO codes, commission %, andPrBr coding
Adhere to all HUB International and HBO requirements and policies to support SOX compliance
Participate in process improvement initiatives and test new system functionality or workflows
Qualifications
Strong attention to detail, accuracy, and problem-solving skills
Excellent communication skills and a proactive, positive attitude
Ability to plan, organize, and execute independently
Ability to manage complex billing scenarios and resolve escalated issues
Preferred
Associate or Bachelor’sDegreeor Insurance Brokerage Distinction
High School diploma or equivalent required
2–5 years ofpreviousaccounting or billing experience
Experience with Applied Systems Epic (insurance broker management system)
Previousexperience in insurance billing or financial services
Insurance Broker License
ABOUT HUB INTERNATIONAL
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From officeslocatedthroughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we’re HUB.
We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy.
So you’re ready for tomorrow.
About Hub International
Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
