Billing Specialist - Shared Services

Job Description:Title:Billing Specialist – Shared ServicesRemote:candidates in Easter, Central or Mountain Time Zones| Supporting: Shared Services Seeking:2 years of billing and account support experience, EPIC experience preferred Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.To view our branch locations, please visit: ioausa.com/locationsAbout the Role: The Billing Specialistis responsible forprocessing Agency Bill transactions, including premiums, taxes, fees, installments, and related billing activities. This role ensuresaccurateandtimelytransaction entry within EPIC, supports internal teams with billing inquiries, andmaintainshigh standardsof data accuracy and operational efficiency. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.Key Responsibilities:Agency Bill Processing:Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing.Transaction Execution:Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation.Specialized Billing:Process pre‑bill transactions and surpluslinesactivityin accordance withbusiness requirements and regulatory guidelines.Data Validation:Review and verify EPIC data fields, including policy numbers, commissions, ICO/PPE, and related billing details before processing.Billing Coordination:Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies.Issue Resolution:Investigate and resolve billing issues, coordinating withappropriate departmentsand processing adjustments as needed.Documentation Management:Associate and manage documentation within EPIC activity codes to ensure accuracy and audit readiness.System Utilization:Navigate EPIC andutilizeMicrosoft Office tools (Outlook, Excel, Word) to support daily billing functions and communication.Turnaround & Quality Management:Deliveraccuratework within established timelines whilemaintainingstrong attention to detail and quality standards.Process Improvement:Identifyopportunities to improve billing workflows, efficiency, and accuracy within agency billing processes.Champion IOA Values: Demonstrateintegrity and leadership.Ideal CandidateQualifications:Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered2+ years of billing, accounting support, or customer service experienceExperience with agency management systems (EPIC preferred)Strong attention to detail with the ability to manage high‑volume transactional workProven analytical and problem‑solving skillsExcellent verbal and written communication skillsProficiencyin Microsoft Office applications, including Outlook, Excel, and WordStrong organizational, multitasking, and time‑management skillsHigh levelof personal integrity, accountability, and commitment to qualityWhat We Offer:Competitive salaries and bonus potentialCompany-paid health insurancePaid holidays, vacations, and sick time401K with employer matchProfessional growth and career progression opportunitiesRespectful culture and work/family life balanceCommunity service commitmentSupportive teammates and a rewarding work environmentWhat to Expect(Application Process):30-Minute Phone Screen, Online Assessments, and Interview(s)Salary RangeThe expected pay range for this position is $40,000.00 - 60,000.00 annually, depending on experience, relevant skills, and geographic location.Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.Originally posted on Himalayas