Billing Relationship Associate II

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Management of invoices

• Request, review, and ensure prompt and precise delivery of client and carrier invoices

• Coordinate billing allocations in accordance with client and carrier guidelines

• Process fee agreements and oversee internal fee allocations in line with client and carrier specifications

• Accurately calculate surplus lines tax obligations in compliance with state regulations

• Financial Coordination & Compliance

• Collaborate with accounting to verify carrier payment terms and facilitate seamless payment processing

• Organize and uphold SOX compliance documentation to support billing and auditing requirements

• Identify and rectify accounting discrepancies associated with billing and payments

• Premium Finance & Audit Support

• Request and secure premium finance quotes for eligible accounts

• Review carrier audits for accuracy and collaborate on necessary corrective measures

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, Business, or a related field; or equivalent professional experience

• Over 2 years of experience in billing, accounting, or insurance operations

• Familiarity with insurance billing practices, fee agreements, and premium financing is preferred

• Understanding of SOX controls or financial compliance processes is a plus

🏝️ Benefits

• Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts

• 401(k) retirement plan

• Flexible Paid Time Off and paid parental leave

• Life and Disability insurance