Required Experience: 2 years of insurance and invoicing- related work Required Education: High School Diploma Required / Higher Education a Plus. Work Experience Requirements: 2-3 years insurance experience; 1-2 years accounting knowledge, Knowledge of EPIC Agency Management System. Required Travel: Minimal other than for internal meetings and training About HUB International:HUB International Limited (“HUB”) is the 6th largest global insurance and employee benefits broker, providing a broad arr... more details
Required Experience: 2+ years of insurance and invoicing- related work
Required Education: High School Diploma Required / Higher Education a Plus
Work Experience Requirements: 2-3 years insurance experience; 1-2 years accounting knowledge, Knowledge of EPIC Agency Management System
Required Travel: Minimal other than for internal meetings and training
About HUB International:
HUB International Limited (“HUB”) is the 6th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 10,000 employees in 450 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Position Description:
This position is the liaison between the front office client service staff and the inner-workings of the HUB Accounting Teams. You will be required to work remotely with the front office client Servicer teams to address and resolve accounting related issues. This includes, but is not limited to, creating the original client billing, making corrections to existing billings, confirming data accuracy with insurance carriers, ensuring client payments are applied accurately in conjunction with HUB’s accounting department – “HFC”, finalizing and processing a client premium finance request, completing check requests, clearing accounting discrepancies by working with the HUB accounting department and CAL Operations, working with the Accounting Resource Center – “ARC” and the Servicer team as needed.
Essential Duties & Responsibilities:
- Work with local client service teams within the SCU, CNC, and LAO regions to create billing/transaction(s) in Epic (endorsements, renewals, new business, audits, etc.)
- Follow set workflows for all EPIC transactions.
- Finalize any client premium financing required once the initial finance quote has been set up by the Servicer. This includes creating the billing, confirming accurate down payment is collected from client and confirming finance loan is processed and funding is received from finance company.
- Review account set-up in EPIC to confirm PR/BR is accurate.
- Confirm accuracy and complete check requests to clear credit transactions on the client’s Accounts Receivable.
- Send carrier invoices, statements, and carrier billing information to HFC via mail for processing.
- Clear accounting related discrepancies as directed.
- Work with the HFC to ensure and correct payments/credits are applied to the proper client transactions.
- Work with the ARC team to ensure carriers are paid if discrepancies exist and HFC is not paying carriers in a timely manner.
- Other duties as assigned by CBU team leader.
Experience and Knowledge Requirements:
- Front office insurance knowledge
- Excellent usage of Excel, Word, Outlook
- Self-motivated team player with a desire and drive to learn and grow with the team
- Strong verbal and written communication skills
- Strong attention to detail, deadlines, and reporting
- Ability to process new information quickly
- Highly self-motivated and directed
- Demonstrated collaborative skills and open to constructive feedback
- Excellent interpersonal skills
- Good analytical and problem-solving abilities
- Ability to effectively prioritize and execute tasks in a high-pressure environment
- Very strong customer service orientation
- Experience working in a team-oriented, collaborative environment
- Strong knowledge of EPIC Business Management System
- Basic accounting knowledge
Pay Range:
$20.00/hour - $30.00/hour
Department Accounting & Finance
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: Associate degree (2-year degree)
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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