Property Billing Specialist
Core
Account owner for billing, accounting, and operational administration on complex Property accounts, serving as a liaison between brokers, analysts, carriers, and clients.
Role type
Property Billing Specialist
Builds
Invoices and payment tracking for commercial property accounts
Domain
Commercial Insurance / Property Brokerage
Required skills
Bookkeeping, Excel (formulas, pivot tables, VLOOKUP), Accounting principles, Billing workflows, Project management, Critical thinking
Preferred skills
Commercial insurance operations, Premium accounting, Agency-management systems, Process improvement
Responsibilities
Review billing instructions for accuracy, Maintain data in Smartsheet, Deliver invoices and track payments, Coordinate with Payables/Receivables teams, Resolve billing and accounting issues, Develop billing procedures, Follow up with carriers for binding documentation