NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary: This is a processing support role, requiring the Billing Specialist to assist all departments within NFP’s Select Business Unit & NFP’s Accounting Operations Center by providing basic administrative and support functions in the team’s day-to-day servicing of clients. While in this role, the Billing Specialist will be required to work diligently between all departments and will be required to, but not limited to data-entry, creating policy documents, receiving, and sending billing correspondence, and account research. This role is perfect for an individual who can work well within a team or independently. The ideal person will be able to adapt to various scenarios. It is a fast-paced environment, which requires great communication and the ability to problem solve efficiently.
Essential Duties and Responsibilities:
- Gains exposure to clients and carrier contacts; attends meetings and calls.
- Assists wide range of other departments within NFP – Accounting, Account Managers, Risk Placement Specialists and Processing.
- Performs invoicing.
- Creates and verifies Finance Loan agreements are accurate prior to submitting and servicing billing correspondence from co-workers.
- Creates and maintains client files in the Agency Mgmt. System in accordance with office procedures and works efficiently within the system.
- Assists the Accounting Department & the Account Servicing teams with billing questions from clients and insurance company personnel when necessary.
- Creates policy documents needed for NFP to accurately report government taxes and fees.
Knowledge, Skills, and/or Abilities:
- Good written and oral communication skills
- Able to adapt and structure work duties so all work is completed timely and efficiently.
- Self-confident to make sound independent decisions.
- Ability to successfully interact with a variety of people.
- Team player, adaptive to mentoring and continual learning.
- Must be able to read, analyze and reconcile financial reports.
- Possess good analytical and problem-solving skills.
- Attention to details.
- May be required to work overtime as necessary.
- Must have basic Excel and Word knowledge and efficiency.
Education and/or Experience:
- High School or equivalent
- More than 2 years related billing experience and/or training; or equivalent combination of education and experience.
- Applied Epic experience preferred but not required.
Certificates, Licenses, Registration:
What We Offer
We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You… Better together!
NFP is an inclusive Equal Employment Opportunity employer.
