Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: www.alliant.com.
SUMMARY
Responsible for serving as a subject matter expert for billing operations and quality by providing advanced operational support, analytical expertise, and process leadership across assigned programs. Partners with cross-functional teams to improve billing accuracy, strengthen operational controls, and enhance the customer experience through continuous improvement and system optimization. Supports the ongoing maturity of the organization's Billing Center of Excellence by driving operational consistency, quality standards, and best practices.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Perform advanced billing reconciliation, including multi-system comparisons, GL validation, premium and refund analysis, payment application review, and discrepancy resolution.
Research and resolve recurring or systemic billing issues by partnering with Accounting, Operations, Information Technology, business partners, and vendors to identify root causes and implement corrective actions.
Serve as the subject matter expert (SME) for assigned billing systems by troubleshooting issues, documenting defects, gathering business requirements, validating enhancements, performing user acceptance testing, and serving as liaison with software vendors.
Recommend and implement process improvements that enhance billing accuracy, operational efficiency, automation, internal controls, scalability, and customer experience. Evaluate emerging technologies to improve billing operations.
Evaluate billing statements, invoices, premium and refund communications, payment notifications, and other customer-facing materials. Recommend enhancements that improve clarity, consistency, and customer understanding while reducing billing inquiries and maintaining compliance.
Develop and maintain reports, dashboards, KPIs, and performance metrics to monitor billing operations, quality, productivity, service levels, and operational risk. Analyze trends and provide recommendations to leadership.
Develop and maintain billing quality standards through audits, quality reviews, operational controls, and performance measures. Identify trends, recommend corrective actions, and monitor compliance with established standards.
Establish and maintain issue reporting, escalation, and resolution processes. Monitor recurring issues, perform root cause analysis, and communicate trends and recommendations to leadership.
Serve as the primary point of contact for escalated billing inquiries. Research complex issues and communicate professionally with brokers, insureds, clients, carriers, vendors, and internal business partners while remaining within non-licensed authority.
Manage shared inboxes and workflow queues; assign work to team members or offshore resources as appropriate; monitor service levels; communicate operational risks; and recommend workload improvements to support efficient service delivery.
Develop, maintain, and improve Standard Operating Procedures (SOPs), process documentation, workflow diagrams, job aids, and training materials to promote consistency, compliance, knowledge sharing, and continuous improvement.
Train, mentor, and support team members on billing systems, reconciliation processes, quality standards, customer communication best practices, and operational procedures. Assist with onboarding and serve as an operational resource.
Partner with leadership on strategic initiatives including system implementations, software enhancements, vendor management, automation, audits, process redesign, and other projects supporting the Billing Center of Excellence.
Performs all duties in accordance with all company policies and procedures, and all federal, state, and local laws wherein the Company operates. Performs other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor’s degree in Business Administration, Accounting, Finance, Insurance, or equivalent combination of education and experience
Four (4) or more years in Insurance operations, billing operations, accounting support, financial services, or related experience, including billing reconciliation, operational analysis, quality assurance, or process improvement.
License or Certification Property Casualty Insurance
SKILLS
Strong analytical, critical thinking, and problem-solving skills.
Advanced knowledge of billing operations, reconciliation principles, payment processing, refunds, and operational controls.
Ability to analyze and reconcile data across multiple systems with exceptional accuracy and attention to detail.
Knowledge of quality management principles, operational controls, audit practices, and continuous improvement methodologies.
Excellent verbal and written communication skills with the ability to explain complex billing concepts to technical and non-technical audiences.
Strong customer service and relationship management skills with internal and external business partners.
Ability to identify opportunities for process improvement and implement practical business solutions.
Experience developing reports, dashboards, KPIs, and operational metrics using Microsoft Excel and reporting tools.
Experience documenting business requirements, testing system enhancements, validating software changes, and collaborating with software vendors.
Ability to develop and maintain SOPs, process documentation, and training materials.
Demonstrated ability to train, mentor, and influence others without direct supervisory responsibility.
Strong organizational and project management skills with the ability to manage multiple priorities.
Advanced proficiency with Microsoft Office Suite, particularly Excel, Outlook, and Word; experience with billing, workflow, CRM, and financial systems preferred.
Ability to adapt to changing business needs while fostering operational excellence and continuous improvement.
#LI-DR1
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Skills Required
- Bachelor's degree in Business Administration, Accounting, Finance, Insurance, or equivalent combination of education and experience
- Four or more years of experience in insurance operations, billing operations, accounting support, financial services, or related areas
- Experience with billing reconciliation, operational analysis, quality assurance, or process improvement
- Property and Casualty Insurance license or certification
- Advanced proficiency with Microsoft Office Suite, particularly Excel, Outlook, and Word
- Experience developing reports, dashboards, KPIs, and operational metrics
- Experience documenting business requirements, testing system enhancements, and validating software changes
- Experience developing and maintaining SOPs, process documentation, and training materials
What We Do
Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.
