Insurance Billing Assistant - Remote

Overview

With Coverage is seeking a detail-oriented and proactive Billing & Accounting Owner to lead our billing operations and payment tracking processes. This role is essential to ensuring accurate, timely invoicing and diligent payment oversight across client, carrier, and internal systems. You will work closely with client teams, insurance carriers, and accounting systems to manage a smooth billing lifecycle, including the processing of fees, commissions, and refunds.

In Short

• Generate and distribute billing notices for clients.
• Collect and track policy invoices from insurance carriers.
• Create and issue invoices for With Coverage service fees.
• Process billing through our third-party platform, Ascend.
• Provide clients with payment instructions for direct-billed policies.
• Monitor payments through Ascend and track checks received via mail.
• Log into carrier portals to verify due balances.
• Reconcile payment statuses and follow up on outstanding balances.
• Track and process return premium checks from carriers.
• Coordinate and issue client refunds promptly and accurately.

Requirements

• Proven experience in billing, accounting, or insurance operations (agency experience preferred).
• Familiarity with insurance carrier billing portals and third-party billing tools (e.g., Ascend).
• Strong attention to detail and process orientation.
• Ability to work independently and proactively manage deadlines.
• Proficiency with spreadsheet tools and accounting systems.

Benefits

• Flexible work environment.
• Opportunity to work with a dynamic team.
• Professional development opportunities.
• Competitive compensation.
• Health benefits.