Transtar Insurance Brokers, Inc.

Billing Specialist

• Manage client account balances and monitor outstanding debts and credits.
• Collect and verify all information required to accurately process billing transactions.
• Review and validate data entered into the system to ensure accuracy of final invoices.
• Generate and distribute invoices to customers in a timely and professional manner.
• Record and post received payments accurately.
• Send payment reminders and follow up with customers regarding outstanding balances, as assigned.
• Respond to customer inquiries and resolve billing discrepancies or concerns promptly and courteously.
• Prepare and provide billing activity reports to management as needed.

Human Resources

• Assist with posting open positions on job boards and internal platforms
• Review candidate applications and help organize applicants for open positions
• Update candidate statuses within the applicant tracking system
• Support the HR team by coordinating and scheduling candidate interviews
• Organize and maintain tax rate notices and assist with updating tax rate records as directed
• Assist with employee engagement activities, including sending employee recognition messages such as birthdays, anniversaries, and supervisor-requested acknowledgments
• Provide general administrative support to the HR team
• Perform other duties as assigned

Internship – HR Admin Support

Account Manager

• Provide knowledge of insurance coverages and products, markets, and industry updates to sales staff
• Ability to analyze client needs and exposures during the sales process on new/renewal business and cross-selling opportunities
• Market and follow up on complete submissions including applications, loss analysis and other pertinent information to all eligible and appropriate carriers, for new and renewal business
• Respond to underwriters' questions in a timely and professional manner
• Analyze and compare carrier quotes for proper coverages and rating
• Adhere to Commercial Lines Best Practices including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items
• Prepare proposals and summaries of insurance, as needed
• Maintain a high degree of accuracy in processing within the agency management system
• Process client requests in a timely and professional manner
• Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier
• Direct processing work to assistants, and other projects or duties as needed

• Provide knowledge of insurance coverages and products, markets, and industry updates to sales staff
• Ability to analyze client needs and exposures during the sales process on new/renewal business and cross-selling opportunities.
• Market and follow up on complete submissions including applications, loss analysis and other pertinent information to all eligible and appropriate carriers, for new and renewal business.
• Respond to underwriters' questions in a timely and professional manner
• Analyze and compare carrier quotes for proper coverages and rating.
• Adhere to Commercial Lines Best Practices including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items.
• Prepare proposals and summaries of insurance, as needed.
• Maintain a high degree of accuracy in processing within the agency management system.
• Process client requests in a timely and professional manner.
• Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
• Direct processing work to assistants, and other projects or duties as needed

• Serve as the primary point of contact for a book of mid-to-large employer groups.
• Deliver proactive, consultative service, including benefit plan design, renewal strategy, compliance guidance, and claims data analysis.
• Build and maintain strong relationships with clients, TPAs, stop-loss carriers, PBMs, and other vendor partners.
• Lead and facilitate client meetings, including stewardship reviews and renewal presentations.
• Ensure the timely and accurate delivery of all client deliverables, including open enrollment materials, compliance notices, and reporting.
• Assess current account management workflows and identify opportunities to enhance efficiency, consistency, and client experience.
• Develop, document, and roll out new procedures, service standards, and templates for internal use.
• Establish scalable onboarding and service models.
• Support the training and mentoring of junior staff in new processes and best practices.

Transtar Insurance Brokers, Inc.

Billing Specialist

Internship – HR Admin Support

Account Manager

Account Manager

Employee Benefits Account Manager

Employee Benefits Account Manager

Employee Benefits Account Manager

Benefits Account Manager