The Baldwin group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted commercial insurance and risk management, private insurance and risk management, employee benefits and benefit administration, asset and income protection, and risk mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin group (nasdaq: bwin), takes a holistic and tailored approach to insurance and risk management.
The Sr Billing Operations Specialist provides advanced support for billing and client accounting functions within the insurance brokerage environment. This role ensures accurate invoicing, reconciliation, and compliance with client agreements and carrier requirements while handling more complex accounts and serving as a resource for junior team members. Operating with moderate autonomy, the incumbent applies judgment to resolve billing discrepancies, improve processes, and deliver a seamless client experience.
Primary Responsibilities
- Review and process invoices for complex accounts, ensuring accuracy and compliance with contractual terms and brokerage standards.
- Exercise judgment in identifying and resolving billing discrepancies; collaborate with account managers, finance teams, and carriers to resolve issues promptly.
- Maintain accurate financial records in agency management and accounting systems; ensure adherence to internal controls and audit standards.
- Monitor receivables and assist in collections efforts for high-value or escalated accounts.
- Support audits and compliance reviews by providing documentation and responding to inquiries.
- Mentor and provide guidance to junior billing specialists on processes and best practices.
- Recommend process improvements and assist in implementing workflow enhancements to improve efficiency and accuracy.
Required Knowledge, Skills & Abilities
- Strong attention to detail and accuracy in financial transactions.
- Ability to interpret billing agreements and apply judgment to resolve discrepancies.
- Effective communication skills for internal and external interactions.
- Proficiency in Microsoft Office Suite and familiarity with accounting or agency management systems.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Qualifications
- Bachelor’s degree in business, finance, accounting, or related field preferred.
- 2–4 years in billing, accounting, or insurance operations, with experience handling complex accounts.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
