Agency Bill Specialist

Job Summary

A company is looking for an Agency Bill Specialist, responsible for financial operations and accounting processes.

Key Responsibilities

• Execute and manage accounting transactions within the AMS system, including client payments and reconciliations
• Communicate discrepancies between carrier/broker invoices and ensure timely payments to avoid policy lapses
• Monitor client receivable accounts and maintain accurate accounting records and documentation

Required Qualifications, Training and Education

• Experience in property and casualty insurance brokerage operations preferred
• Intermediate proficiency with Microsoft Excel
• Strong organizational and analytical skills
• Ability to thrive in a fast-paced environment
• Ability to work effectively across multiple internal functional groups