Billing Specialist – Shared Services

Insurance Office of America

Billing Specialist processing Agency Bill transactions in EPIC for IOA. Collaborating with internal teams, ensuring accurate billing, and maintaining data accuracy.

Posted 7/14/2026full-timePalm Bay • Florida • 🇺🇸 United StatesJuniorMid-Level💰 $40,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in processing Agency Bill transactions in EPIC, ensuring compliance with regulatory guidelines while maintaining high attention to detail. Proficient in Microsoft Office applications to enhance billing workflows and support account management functions.

Highest-signal resume keywords

EPIC ExperienceBilling and Account Support ExperienceAnalytical and Problem-Solving SkillsMicrosoft Office ProficiencyAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Agency Bill ProcessingTransaction ProcessingData VerificationSurplus Lines Activity ProcessingBilling Workflow Improvement

Soft Skills

Strong Organizational SkillsMultitaskingTime ManagementVerbal CommunicationWritten Communication

Tools & Technologies

EPICMicrosoft Office

Industry Keywords

BillingAccount ManagementRegulatory GuidelinesAudit Readiness

About the role

Key responsibilities & impact

Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing.
Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation.
Process pre-bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines.
Review and verify EPIC data fields before processing.
Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies.
Investigate and resolve billing issues, coordinating with appropriate departments.
Associate and manage documentation within EPIC activity codes for audit readiness.
Navigate EPIC and Microsoft Office tools to support billing functions.
Identify opportunities to improve billing workflows and efficiency.

Requirements

What you’ll need

2 years of billing and account support experience
EPIC experience strongly preferred
Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered
Strong attention to detail with the ability to manage high-volume transactional work
Proven analytical and problem-solving skills
Excellent verbal and written communication skills
Proficiency in Microsoft Office applications, including Outlook, Excel, and Word
Strong organizational, multitasking, and time-management skills
High level of personal integrity, accountability, and commitment to quality.

Benefits

Comp & perks

Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment