Invoicing Specialist I - Regional Billing Services

Marsh • Dallas, TX

2d

About The Position

Invoicing Specialist I, Regional Billing Services
JOB TYPE: FLSA Non-Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Invoicing
Process invoices tasked to them daily by the service team, utilizing the agency management system. These duties include but are not limited to:
Invoicing based on the documents provided by the service team.
Completing the appropriate forms for premium verification based on the workflow.
Following the outlined workflow for accounting to pay invoices generated by the team.
Following the outlined workflow for surplus lines policies in various states.
Teamwork
Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:
Perform tasks assigned as part of the Agency Standard Service Plan.
Attend meetings as appropriate.
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Demonstrate cooperation and effective communication with clients, vendors and co-workers.
Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness.
Other duties as requested by manager.
Provides guidance / quality check for other’s work.
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
Complete Kaplan Pictorials
Obtain insurance designations of CISR or equivalent.
Verify accuracy of documents provided by service team.
Communicate with insurance carriers as needed.
Become proficient in all invoice scenarios.

Requirements

• Education: High School Diploma, or Equivalent
• No prior experience required. Applicants from the MMA Associate Program are eligible.
• Internal team rotation recommended (required if not training in a specific vertical)
• Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
• Operational knowledge of various Windows-based application programs such as Outlook, Excel and Word
• Willing to work overtime due to cyclical nature of business.

Nice To Haves

• Prefer 12+ months equivalent industry experience to include invoicing and basic insurance accounting math.

Responsibilities

• Process invoices tasked to them daily by the service team, utilizing the agency management system.
• Invoicing based on the documents provided by the service team.
• Completing the appropriate forms for premium verification based on the workflow.
• Following the outlined workflow for accounting to pay invoices generated by the team.
• Following the outlined workflow for surplus lines policies in various states.
• Function as team member of the Agency Workforce to ensure superior service to all MMA Clients.
• Perform tasks assigned as part of the Agency Standard Service Plan.
• Attend meetings as appropriate.
• Treat clients, prospects, and company employees with courtesy and respect.
• Contribute to a team approach toward meeting goals and providing excellent client service.
• Demonstrate cooperation and effective communication with clients, vendors and co-workers.
• Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness.
• Other duties as requested by manager.
• Provides guidance / quality check for other’s work.
• Demonstrate the technical expertise to assist in maintaining the Client Insurance Program.
• Complete Kaplan Pictorials
• Obtain insurance designations of CISR or equivalent.
• Verify accuracy of documents provided by service team.
• Communicate with insurance carriers as needed.
• Become proficient in all invoice scenarios.

Benefits

• Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees