HBO Senior Billing Specialist

• 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 

• 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 

• Resolve open $Activities including $PX3s in partnership with the HFC 

• Resolve accounting discrepancies that have increased complexity or have been outstanding over 90 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 

• 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 and accurate billings on complex accounts 

• Review account setup in Epic to ensure proper account screen setup 

• Communicate to Servicers when adjustments or additional information is needed to invoice policies 

Training & Development 

• 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 

• Associate or Bachelor’s Degree or Insurance Brokerage Distinction 

• High School diploma or equivalent required  

• 2–5 years of previous accounting or billing experience 

• Experience with Applied Systems Epic (insurance broker management system) 

• Previous experience 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 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.