Job Location : Charlotte,NC, USA
ABOUT HUB INTERNATIONAL:HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.WHAT WE OFFER YOU:At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:Competitive salaries and benefits offeringsMedical/dental/vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramPaid Parental LeaveGenerous PTO Package - Vacation, Holiday, Sick, and Personal Time OffGreat work/life balance because that's important for all of us!Focus on creating a meaningful environment through employee engagement eventsThe ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!Growth potential - HUB is constantly growing and so can your career!A rewarding career that helps local businesses in the communityStrong community support and involvement through HUB GivesSUMMARY:The Billing Specialist position, as part of our Centralized Billing Unit (CBU) will work closely with servicers, advisors and our HUB enterprise centralized accounting teams to handle multiple processes surrounding agency bill transactions and other accounting related tasks. This Billing Specialist will support all of these functions for the department(s) or location(s) for Commercial Lines, Personal Lines and Employee Benefits. Will also provide professional, courteous service to our HUB colleagues and display drive, determination and self-motivation to follow process and resolve issues as they arise.ESSENTIAL DUTIES AND RESPONSIBILITIES:Invoices all agency bill items for the Carolinas region, including new business, renewals, endorsements, audits, consulting fees, etc.Follows set workflows for all agency invoicingReview account set up in agency management system to ensure critical fields are set up appropriately before invoicingReview and update commission data in agency management system for all parties relevant to commission informationWork with our HUB Financial Center (HFC) to review and correct all discrepanciesWork with payables team to expedite corrections and carrier payments to avoid cancellation noticesWork to resolve accounting activities created as a result of the team's work effortsTrack aged receivables and work with advisors and servicers on collection timingWork with advisors and servicers to resolve any internal billing errors in agency management systems to ensure they are paid correctlyGenerate invoices/statements in Epic for distributionReview monthly NOCs & issuesOther duties as related to direct bill transactions, corrections and reportsSupports team with regards to anty M&A responsibilitiesChampions communication of goals, vision, and procedures developed by the leadership teamsPrepares reports for management as requiredOther accounting duties as assigned which may be outside of CBU dutiesEDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS:2+ years of experience in accounting/finance related fieldFour-year college degree preferredInsurance industry knowledge preferred, but not requiredExceptional written and verbal communication skillsSuperior customer service and problem-solving skillsProficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)Detail-oriented self-starterSignificant skill in handling competing demands and projectsExcellent organizational skills and ability to prioritize and delegate responsibilityMastery of virtual technology, including meeting scheduling, video display and screen sharingRelevant Insurance licenses per state/regional statutes, preferred, but may not be requiredDepartment Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalentHUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at .EEOAA Policy ( ProgramWe 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 US Recruiting Team toll-free at (844) ###-#### or ...@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.