Position Summary
The HBO Billing Specialist is responsible for processing agency-bill invoicing transactions within the HUB Billing Operation (HBO) West Region. Working directly within Epic, this role receives and processes !HBO activities assigned to them based on their designated Agency, Branch Code, or Profit Center. The HBO Billing Specialist partners closely with Servicers across the regional footprint to ensure complete and accurate billings, while adhering to established workflows, service standards, and quality controls. A strong communicator with a desire to learn, problem-solve, and be a proactive team player are essential to success in this role.
Responsibilities :
Complex Transaction Processing
Process agency-bill invoicing transactions for Personal Lines (PL) and Commercial Lines (CL) accounts
Execute routine billing transactions including new business, renewals, and endorsements within Epic
Coordinate premium financing transactions
Complete invoicing for all agency bill items for the designated region based on applicable workflows and service level standards
Enter transactions in Epic to match carrier documents and ensure proper coding
Ensure carrier invoices are sent to accounting (HFC) and attach generated invoices to the !HBO activity before recording back to the Servicer
Activity & Workload Management
Monitor and manage !HBO activities assigned via Epic home screen based on designated Agency, Branch Code, or Profit Center
Monitor and process Normal priority !HBO activities same day if submitted before 2:00 p.m., or within 24 hours
Process Urgent priority !HBO activities within 3 business hours
Meet individual productivity targets including activities, error rate, and reduction in NOCs
Adhere consistently to established workflows, service standards, and quality controls
Participate in the weekly team rotation across specialized focus areas
Servicer Partnership
Review incoming Servicer activities for completeness before processing
Flag and return incomplete submissions to Servicers to reduce downstream billing errors
Partner closely with Servicers across the regional footprint to ensure complete billings
Review account setup in Epic to ensure proper account screen setup
Communicate to Servicers when adjustments or additional information is needed to invoice policies
Compliance & Documentation
Maintain accurate billing documentation in activity notes and attachments
Double-check key transaction areas before finalizing every billing: Policy number, effective dates, PPE & ICO codes, commission %, and Pr/Br coding
Adhere to all HUB International and HBO requirements and policies to support SOX compliance
Escalate billing exceptions and complex issues to Senior Billing Specialists as needed
Qualifications
Strong attention to detail, accuracy, and problem-solving skills
Excellent communication skills and a proactive, positive attitude
Ability to plan, organize, and execute independently
Ability to manage high volumes of tasks efficiently within a structured environment
Ability to meet productivity and quality targets
Preferred
Associate or Bachelor’s Degree
1–2 years of previous accounting or billing experience
Experience with Applied Systems Epic (insurance broker management system)
Previous experience in insurance billing, insurance account management, or financial services
Insurance Broker License
ABOUT HUB INTERNATIONAL
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
HUB International Richmond, California, USA Office
Richmond, Canada
Similar Jobs
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
