HUB International is a global insurance and employee benefits broker, focused on providing a wide range of services. The Billing Specialist is responsible for processing, auditing, and collecting on retirement plan revenue while establishing consistent billing processes across multiple offices.
Responsibilities
- Process and distribute billing statements for retirement plan revenue across administration, advisory, and consulting services on a monthly, quarterly, and annual cycle
- Reconcile billing data against plan documents, advisor agreements, and fee schedules across all revenue streams prior to invoicing
- Set up and maintain new plan accounts in billing and CRM systems, including verification of fee schedules
- Conduct periodic billing audits to verify fees charged against contracted rates and plan-level agreements across all service types
- Monitor AR aging and proactively follow up on past-due balances with plan sponsors and clients
- Track collection activity for overdue invoices, maintaining records of outreach and resolution status
- Escalate delinquent accounts to leadership and coordinate with consultants and client service teams to resolve disputes
- Support the implementation of centralized billing processes across offices, helping transition decentralized activity into a unified function
- Document billing workflows, fee schedule standards, and reconciliation procedures as they are developed
- Identify gaps in existing billing practices across offices and participate in process improvement efforts
- Prepare billing reports and data summaries for accounting and leadership review
- Respond to billing inquiries from plan consultants and internal stakeholders across offices
- Perform other billing, operations, and administrative duties as assigned
Skills
- Associate's or Bachelor's degree in Accounting, Finance, Business, or related field, or equivalent experience
- 1+ years of experience in billing, accounts receivable, collections, or a related function
- Proficiency in Microsoft Excel; strong attention to detail and accuracy in a high-volume environment
- Ability to manage multiple priorities and meet recurring deadlines
- Effective communicator with a collaborative mindset across operations, accounting, and client service teams
- Background in financial services, retirement plan administration, or TPA operations
- Experience with CRM and billing systems in a financial services environment
- Familiarity with retirement plan fee structures across administration, advisory, and consulting services
Benefits
- 6% yearly discretionary bonus
- Medical insurance
- Vision insurance
- Dental insurance
- 401(k) plus match
- Company Paid STD
- Life Insurance
- Parental leave
- 2 weeks of vacation
- Sick leave
- Personal days
- Floating holiday’s
Company Overview
- HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services. It was founded in 1998, and is headquartered in Chicago, Illinois, USA, with a workforce of 10001+ employees. Its website is https://www.hubinternational.com.