Billing Specialist

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