HBO Senior Billing Specialist
HUB InternationalAbout the role
Position Summary
The HBO Senior Billing Specialist is responsible for managing complex, multi-faceted agency-bill invoicing transactions within the HUB Billing Operations (HBO) West Region. This role covers all core agency-bill billing functions in addition to managing middle market and complex accounts, resolves billing exceptions and escalated issues, 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 ensure accurate and timely billings, while supporting the development and training of HBO Billing Specialists. A strong communicator with deep billing expertise, 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 to the !HBO activity before recording back to the Servicer
Navigate complex policy structures, surplus lines, and non-standard billing arrangements
Activity & Workload Management
Manage !HBO activities assigned via Epic home screen based on designated Agency, Branch Code, or Profit Center
Monitor and process Normal priority !HBO activities same day if submitted before 2:00 p.m., or within 24 hours
Monitor and process Urgent priority !HBO activities within 3 business hours
Meet individual productivity targets to include activities, error rate, reduction in $Activities, and reduction in NOCs
Adhere consistently to established workflows, 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 and escalated !HBO activities, coordinating across internal finance teams as needed
Assist the service team with $PX2 and $PDM activities as needed
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