Invoicing Specialist
Marsh McLennan Agency is an award-winning company known for its inclusive workplace culture. The Invoicing Specialist will be responsible for processing agency billed transactions, collaborating with client service teams, and ensuring data integrity while maintaining accurate billing practices.
Responsibilities
- Processes agency billed transactions for designated scenarios including commercial insurance policy renewals and service fees, as well as correction requests to resolve premium, commission, and/or payment company errors
- Identifies and reports incorrect details within requests that may result in accounting issues
- Collaborates with client service teams to support client premium allocation needs
- Assists in identifying solutions based on billing needs
- Helps resolve discrepancies with account managers as directed
- Completes billing for Surplus Lines when applicable
- Serves as a resource for client service teams by answering questions related to agency billed transactions
- Demonstrates understanding of both client needs and impact on accounting, while leveraging troubleshooting issues or identifying solutions for more complex scenarios
- Assists in the development or improvement of procedures specific to agency billing under the guidance of senior team members
- Achieves desired metrics for both the volume and timeliness of completed work
- Researches incorrect items within the agency management system to assists client service teams and/or Accounting when corrections are necessary
- Maintains accurate and complete transactions in agency management systems
- Consistently achieves data integrity and meets activity timeliness, quality metrics, and goals
- Utilizes internal resources for identified processes to ensure efficiency and consistency in execution of all tasks
- Provides feedback and shares information at team meetings
- Develops effective working relationships with other team members and client service teams
- Communicates effectively with other team members and client service teams to provide timely information for service execution
Skills
- Detail-oriented with good organizational and time management skills
- Strong interpersonal skills and high sense of urgency
- Proficiency with Microsoft Office, including Microsoft Excel
- Prior experience with Applied Epic
- Prior insurance industry experience is helpful, but not required
- AS/BA in Accounting or related field, preferred
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Company Overview