Billing & Operations Specialist

Job Description

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

Newly created role supporting the NY Insurance Safety Group platform. Sitting at the intersection of accounting, billing, and account management, this position will provide centralized administrative and billing support for the high-volume workers’ compensation environment within the New York Safety Groups. This role is critical in enhancing operational efficiency and ensuring the accuracy and timeliness of invoicing, AR reporting, client communications, and collections coordination.
This individual will work closely with the service team, accounting team, and external stakeholders such as New York State Insurance Fund.

Key Responsibilities:

Billing & Financial Operations:

• Support bulk renewal processes by helping calculate and inputting rates and client data into Epic and renewal spreadsheets and coordinating submissions with the Epic application team.

• Support accounting in bulk invoice template creation based on approved rates and client segments.

• Monitor and update AR reports, pivot and summarize data as needed; ensure data is accurate and consumable by leadership and client-facing staff. Follow up and flag aging items to service staff as necessary.

• Assist with credit reporting and aging credit reports for term-end review and potential refund decisions in conjunction with service staff to accounting.

• Calculate the service fees to be invoiced by the accounting team as part of the rebills and audits process.

Collections & Payment Monitoring:

• Manage the threat of removal letter process for non-payment accounts in accordance with 90/30/0-day timelines.

• Make outbound collection calls on overdue balances, documenting activity in Epic and following up via email.

• Handle incoming calls from clients regarding billing questions, providing timely and helpful support.

• Monitor dividend statuses and coordinate with the account managers to leverage credits in collection efforts.

Administrative Support & Workflow Coordination:

• Own the PRBR agreement workflow, including agreement tracking and audit coordination to ensure correct rates are set.

• Serve as a central contact for billing-related questions from insureds and account managers; receive and/or redirect calls accordingly.

• Collaborate with accounting and service team leadership to refine ongoing reporting and invoicing workflows, identifying opportunities for process optimization.

Pay Details:

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.