Insurance Billing Assistant

Summary

Join With Coverage as our Billing & Accounting Owner to lead billing operations and payment tracking. This crucial role ensures accurate and timely invoicing and payment oversight across various systems. You will collaborate with clients, carriers, and internal teams to manage the billing lifecycle, including fees, commissions, and refunds. Responsibilities include generating and distributing client billing notices, collecting policy invoices, processing payments, and reconciling payment statuses. You will also handle cancellations, return premiums, and client refunds. This position requires proven experience in billing, accounting, or insurance operations, familiarity with insurance carrier portals and billing tools, and strong attention to detail.

Requirements

• Proven experience in billing, accounting, or insurance operations (agency experience preferred)
• Familiarity with insurance carrier billing portals and third-party billing tools (e.g., Ascend)
• Strong attention to detail and process orientation
• Ability to work independently and proactively manage deadlines
• Proficiency with spreadsheet tools and accounting systems

Responsibilities

• Generate and distribute billing notices for clients
• Collect and track policy invoices from insurance carriers
• Create and issue invoices for With Coverage service fees
• Process billing through our third-party platform, Ascend
• Provide clients with payment instructions
• Monitor payments through Ascend and track checks received via mail
• Log into carrier portals (e.g., Hartford, Travelers, etc.) to verify due balances—especially for carriers with limited billing communication
• Reconcile payment statuses and follow up on outstanding balances
• Respond to carrier inquiries regarding payment and billing issues
• Track and process return premium checks from carriers
• Coordinate and issue client refunds promptly and accurately
• Maintain thorough records of all returned premiums and associated correspondence