The Billing Operations Specialist provides professional-level support for billing and financial operations within the insurance brokerage environment. This role ensures accurate invoicing, reconciliation, and compliance with client agreements and carrier requirements. Working under general supervision, the incumbent applies judgment to resolve billing discrepancies, maintain financial integrity, and deliver a seamless client experience.
Primary Responsibilities- Review and process client and carrier invoices for accuracy, ensuring alignment with contractual terms and brokerage standards.
- Exercise judgment in identifying and resolving billing discrepancies; escalate complex issues as appropriate.
- Maintain accurate financial records in agency management and accounting systems.
- Collaborate with account managers, finance teams, and carriers to ensure timely and accurate billing.
- Monitor receivables and assist in collections efforts to maintain cash flow and reduce outstanding balances.
- Support audits and compliance reviews by providing documentation and responding to inquiries.
- Recommend process improvements to enhance efficiency and accuracy in billing operations.
- Strong attention to detail and accuracy in financial transactions.
- Ability to interpret billing agreements and apply judgment to resolve discrepancies.
- Effective communication skills for internal and external interactions.
- Proficiency in Microsoft Office Suite and familiarity with accounting or agency management systems.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Bachelor’s degree in business, finance, accounting, or related field preferred.
- 0–2 years in billing, accounting, or insurance operations (internship experience acceptable).
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Skills Required
- 0-2 years in billing, accounting, or insurance operations (internship experience acceptable).
- Bachelor's degree in business, finance, accounting, or related field.
- Proficiency in Microsoft Office Suite.
- Familiarity with accounting or agency management systems.
- Strong attention to detail and accuracy in financial transactions.
- Ability to interpret billing agreements and resolve discrepancies using judgment.
- Effective communication skills for internal and external interactions.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
The Baldwin Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.
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Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
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Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
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Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.
The Baldwin Group Insights
What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
