Billing & Operations Specialist

Job Description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary:

Newly created role supporting the NY Insurance Safety Group platform. Sitting at the intersection of accounting, billing, and account management, this position will provide centralized administrative and billing support for the high-volume workers' compensation environment within the New York Safety Groups. This role is critical in enhancing operational efficiency and ensuring the accuracy and timeliness of invoicing, AR reporting, client communications, and collections coordination.

This individual will work closely with the service team, accounting team, and external stakeholders such as New York State Insurance Fund.

Responsibilities:

Billing & Financial Operations:

• Support bulk renewal processes by helping calculate and inputting rates and client data into Epic and renewal spreadsheets and coordinating submissions with the Epic application team.

• Support accounting in bulk invoice template creation based on approved rates and client segments.

• Monitor and update AR reports, pivot and summarize data as needed; ensure data is accurate and consumable by leadership and client-facing staff. Follow up and flag aging items to service staff as necessary.

• Assist with credit reporting and aging credit reports for term-end review and potential refund decisions in conjunction with service staff to accounting.

• Calculate the service fees to be invoiced by the accounting team as part of the rebills and audits process.

Collections & Payment Monitoring:

• Manage the threat of removal letter process for non-payment accounts in accordance with 90/30/0-day timelines.

• Make outbound collection calls on overdue balances, documenting activity in Epic and following up via email.

• Handle incoming calls from clients regarding billing questions, providing timely and helpful support.

• Monitor dividend statuses and coordinate with the account managers to leverage credits in collection efforts.

Administrative Support & Workflow Coordination:

• Own the PRBR agreement workflow, including agreement tracking and audit coordination to ensure correct rates are set.

• Serve as a central contact for billing-related questions from insureds and account managers; receive and/or redirect calls accordingly.

• Collaborate with accounting and service team leadership to refine ongoing reporting and invoicing workflows, identifying opportunities for process optimization.

Preferred Qualifications:

• Bachelor's degree or equivalent experience in accounting, finance, insurance, or operations.
• 2+ years of experience in insurance agency operations, finance, or client service (Workers' Compensation experience preferred).
• Strong understanding of billing cycles, accounts receivable, and financial reporting.
• Experience with Epic (or similar AMS) strongly preferred.
• Proficiency in Excel (pivot tables, VLOOKUPs, data summarization) and other MS Office tools.
• NYS P&C license a plus but not required

Key Competencies:

• Operational Mindset: Able to streamline processes, manage details, and track deadlines independently.
• Client Service Orientation: Comfortable interfacing with internal teams and insureds regarding billing and account status.
• Cross-Functional Agility: Able to operate effectively in a role that spans both accounting and client servicing.
• Communication: Clear, professional communicator-both written and verbal-with strong follow-through.
• Initiative: Proactively identifies potential issues and collaborates on solutions.

Acrisure is committed to making an impact in our communities by giving back, with millions committed to children's health with Helen Devos Children's Hospital and UPMC Children's Hospital of Pittsburgh.

For more, visit www.Acrisure.com or learn more here.

Pay Details:

The base compensation range for this position is $35 - $44. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.