Job Results
Financial Services
Posted 2 weeks
Store Manager
Extra Space Storage - Jacksonville, FL 32210
-Day shift only: Office closes at 6pm. -This location is closed on Sundays. -Starting Pay $17.50 The Store Manager oversees the daily operations of one or more self-storage locations with limited direct supervision. This role ensures the facility meets high cleanliness standards, maintains financial accuracy through effective reporting and controls, and consistently delivers operational excellence. The Store Managers are accountable for building customer relationships through in-person and phone interactions, presenting a structured sales process, and managing customer accounts. Extra Space Storage is the largest self-storage company in the United States by store count, with over 4,000 stores nationwide. We look for leaders who are responsible, passionate, and innovative as they take charge of day-to-day operations at our beautiful self-storage facilities. Benefits We Offer You A work/life balance that includes daytime hours with the potential for Sundays off (dependent on location) Outstanding company culture with growth opportunities throughout the U.S. Competitive starting pay. Paid Time Off accrued throughout the year, increasing with years of service Generous 401(k) match with Traditional and/or ROTH choices. Affordable medical benefit options with up to a $1k annual Health Savings Account employer contribution . EXTRA Healthy Wellness Program with rewards towards your medical premium . BenefitHub discounts: apparel, auto, electronics, entertainment, pets, travel, etc. Your Responsibilities Build and maintain strong customer relationships by identifying storage needs and providing tailored solutions. Maximize sales objectives through unit rentals, unit insurance, and moving supplies. Ensure our highest standards of cleanliness are met through continuous maintenance (e.g., sweeping, mopping, grounds maintenance, etc.) of the site, including the office, and the interior and exteriors of the storage building and surrounding areas. Perform daily site safety inspections, including lock checks. Address and resolve customer concerns related to billing, security, auctions, and proper site usage Handle cash transactions, balance receipts, follow up on delinquent payments, process customer payments, and complete daily bank deposits. Oversee routine administrative tasks, including maintaining auction files, following up on delinquent accounts, monitoring store budgets, and prepare and deliver bank deposits. . Protect our strong company culture by establishing and maintaining professional relationships with all Extra Space employees. Perform additional duties as assigned. Your Qualifications 2+ years of customer-facing work experience. Leadership experience preferred but not required. Sale experience preferred. Current valid driver’s license and access to a reliable personal vehicle; except in New York City and Brooklyn. High School diploma or GED is required; college education is a plus. Work Environment & Physical Requirements Perform indoor and outdoor job responsibilities ranging from sedentary desk work to physical job duties with varying physical demands and exposure to seasonal weather conditions. Regular tasks include standing, walking, climbing stairs, bending, sitting, and lifting. Regularly required to lift or move items up to 35 lbs. and occasionally up to 50 lbs. Find additional career opportunities at careers.extraspace.com If you have experience in any of the following types of jobs, we encourage you to apply: Assistant Store Manager, Key Holder or Key Carrier, Retail or Shift Supervisor, Sales Lead, Customer Service Team Lead, Customer Service Manager, Retail Associate, Store Associate, Hospitality and Hotel, Front Desk Agent, Leasing Agent, Rental Agent (i.e. car rental, RV rental, storage rental, apartment rental, etc.) Property Management, Retail Sales. If you are a current Extra Space employee, please apply through Jobs Hub in Workday. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Applications Deadline: Applications will be accepted until the position is filled.
Posted 2 weeks
Assistant Store Manager
Extra Space Storage - Jacksonville, FL 32208
-Day shift only: Office closes at 6pm. -Will work between multiple stores in the district. -This location is closed on Sundays. - Starting pay $16.00/hr The Assistant Store Manager plays a pivotal role in supporting the daily operations of one or more self-storage locations, under the guidance of the District Manager and Store Manager. This role ensures the facility meets high cleanliness standards and consistently delivers operational excellence. The Assistant Managers are accountable for building customer relationships through in-person and phone interactions, presenting a structured sales process, and managing customer accounts. Extra Space Storage is the largest self storage company in the United States by store count, with over 4,000 stores nationwide. If you’d like to grow with us, you should consider joining the team. We look for employees who are reliable, good communicators, and have a passion for helping people. Benefits We Offer You A work/life balance that includes daytime hours with the potential for Sundays off (dependent on location) Outstanding company culture with growth opportunities throughout the U.S. Competitive starting pay. Paid Time Off accrued throughout the year, increasing with years of service. Generous 401(k) match with Traditional and/or ROTH choices. Affordable medical benefit options with up to a $1k annual Health Savings Account employer contribution. EXTRA Healthy Wellness Program with rewards towards your medical premium. BenefitHub discounts: apparel, auto, electronics, entertainment, pets, travel, etc. Your Responsibilities Build and maintain strong customer relationships by identifying storage needs and providing tailored solutions. Maximize sales objectives through unit rentals, unit insurance, and moving supplies. Ensure our highest standards of cleanliness are met through continuous maintenance (e.g., sweeping, mopping, grounds maintenance, etc.) of the site, including the office, and the interior and exteriors of the storage building and surrounding areas. Perform daily site safety inspections, including lock checks. Address and resolve customer concerns related to billing, security, auctions, and proper site usage Handle cash transactions, balance receipts, follow up on delinquent payments, process customer payments, and complete daily bank deposits. Protect our strong company culture by establishing and maintaining professional relationships with all Extra Space employees. Perform additional duties as assigned. Your Qualifications 1+ year of customer-facing work experience . Sales experience preferred. Current valid driver’s license and access to a reliable personal vehicle; except in New York City and Brooklyn. High School diploma or GED is required; college education is a plus. Work Environment & Physical Requirements Perform indoor and outdoor job responsibilities ranging from sedentary desk work to physical job duties with varying physical demands and exposure to seasonal weather conditions. Regular tasks include standing, walking, climbing stairs, bending, sitting, and lifting. Regularly required to lift or move items up to 35 lbs. and occasionally up to 50 lbs. Find additional career opportunities at careers.extraspace.com If you have experience in any of the following types of jobs, we encourage you to apply: Sales Associate, Customer Service Representative, Retail Associate, Store Associate, Hospitality and Hotel, Front Desk Agent, Leasing Agent, Rental Agent (i.e. car rental, RV rental, storage rental, apartment rental, etc.) Property Management, Retail Sales, Retail Sales Lead or Team Lead, Cashier/Sales, Sales Specialist, etc. If you are a current Extra Space employee, please apply through Jobs Hub in Workday. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Applications Deadline: Applications will be accepted until the position is filled.
Posted 2 weeks
Commercial Lines In House Account Manager
Augustyniak Insurance Group - Jacksonville, FL 32223
Benefits: Paid time off 401(k) Competitive salary Augustyniak Insurance Group is looking for an experienced Florida 2-20 Licensed Commercial Lines Account Manager to join our team in our Mandarin office. This position is ideal for someone who enjoys building relationships, managing a commercial book of business, and handling incoming opportunities. Your primary focus will be commercial renewals while also assisting with small commercial new business that comes into the agency. Qualifications: Active Florida 2-20 General Lines License 3 to 5 years of commercial insurance experience Strong knowledge of Florida commercial insurance carriers Experience with E&S markets Experience in an independent insurance agency required Strong communication, organization, and time management skills Ability to market accounts, review coverages, and provide exceptional client service Responsibilities: Manage and retain a commercial lines book of business Review and remarket commercial renewals as needed Handle incoming small commercial new business opportunities from start to finish Work with both standard and E&S carriers to find the best coverage solutions Prepare proposals and coverage recommendations Build long term relationships with clients through proactive service and annual reviews Work closely with producers and the service team to ensure a smooth client experience This is an in office position located in Mandarin, Florida. We are open to full time or part time candidates for the right person. If you're an experienced commercial insurance professional looking for a collaborative, locally owned independent agency that values relationships and exceptional client service, we'd love to hear from you.
Posted 2 weeks
Sales Executive – Commercial Auto
Kemper - Jacksonville, FL 32207
Location(s) Jacksonville, Florida, Orlando, Florida, Tampa, Florida Details Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. The bi-lingual Sales Executive - Commercial Auto is responsible for driving profitable growth within an assigned territory - Florida. They are responsible for influencing agents to sell Kemper Commercial Auto execute on the company’s sales strategy while supporting business initiatives that drive long term profitable growth. This position is remote, however, due to frequent local travel requirements, applicants must reside the Central Florida area with frequent visits to Orlando/Tampa/Jacksonville Essential Duties and Responsibilities Influencing Agent Behavior: Implements and executes sales strategies to achieve financial and sales goals. Collaborates with internal partners to achieve intended outcomes. Utilizes the appropriate sales tools to influence behavior, and drive results. Agency Diagnostics and Cross Selling: Identifies opportunities to cross-sell Kemper Auto products and identified agencies needs aligned with Kemper Auto offerings. Agency Management and Support: Responsible for managing and developing a territory of independent agents. Provides an outstanding experience for agents through consultative selling. Develops and maintains strong relationships with agents at all levels within the agency. Drives new business growth, mix of business, retention, and profitability within assigned territory. Stays current on product and pricing trends to drive intended outcomes. Collaboration and Mentoring Actively participates in regional strategy meetings to develop and lead execution of business goals. Assist in the implementation of new production launches. Qualifications 3+ years of sales experience required with 1+ years of Commercial insurance experience preferred. Bachelor's degree (Business or Marketing preferred). Bilingual English/Spanish a must Working knowledge of insurance operations: underwriting, claims, marketing, and product. Effective communication skills and be an acceptable public speaker. Must be flexible in nature and a highly motivated self-starter. Intermediate to advanced ability to manipulate, segment and interpret report data through spreadsheets. Highly skilled and effective at time management. Should possess and demonstrate critical thinking skills and be a logical problem solver. Ability to interpret statistical data from company reports and build action plans around the insights obtained from the data. Must have and maintain an acceptable driving record. #LI-RM1 #LI-Remote The range for this position is $79,500 to $132,900. When determining candidate offers, we consider experience, skills, education, certifications, and geographic location among other factors. This job is eligible for an annual discretionary bonus and Kemper benefits (Medical, Dental, Vision, PTO, 401k, etc.) Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee. Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.
Posted 2 weeks
Regional Sales Representative (Bilingual Spanish Preferred)
Colonial Life Agency - Jacksonville, FL 32256
Regional Sales Representative (Bilingual Spanish Preferred) *Colonial Life | St. Augustine / St. Johns County, FL* Join a Growing Team Making a Difference Colonial Life is looking for a motivated, relationship-driven *Regional Sales Representative* to join our team serving *St. Augustine and St. Johns County*. If you're passionate about helping individuals and businesses, enjoy meeting new people, and thrive in a sales environment, we'd love to hear from you. *Spanish/English bilingual candidates are strongly preferred.* An active Florida Health & Life Insurance License is preferred, but we are willing to speak with highly motivated individuals who are interested in obtaining their license. This is an excellent opportunity for someone looking to build a rewarding career with one of the nation's leading providers of voluntary employee benefits while enjoying unlimited income potential and professional growth. What You'll Do * Develop relationships with local businesses and community leaders. * Meet with business owners to educate them on Colonial Life's voluntary employee benefit solutions. * Generate new business through networking, referrals, prospecting, and community involvement. * Build and maintain long-term client relationships through exceptional service and follow-up. * Conduct professional benefit presentations for employers and employees. * Work closely with clients to identify their needs and recommend customized benefit solutions. * Maintain accurate records using CRM tools and company technology. * Collaborate with leadership and team members to achieve territory growth goals. Qualifications * *Spanish/English bilingual strongly preferred* * Active Florida Health & Life Insurance License preferred * Sales experience in insurance, B2B sales, financial services, or customer-facing roles preferred * Strong communication and relationship-building skills * Self-motivated with an entrepreneurial mindset * Comfortable prospecting and networking within the local community * Organized with excellent time management skills * Valid driver's license and reliable transportation What We Offer * Industry-leading training and ongoing professional development * Mentorship and coaching from experienced leadership * Flexible schedule with significant independence * Competitive commissions, bonuses, and incentive opportunities * Career advancement opportunities * The opportunity to make a meaningful impact by helping employers and employees protect their financial futures If you're looking for more than just another sales position and want to build a career where your effort directly impacts your success, we'd love to connect with you. *Apply today to learn more about joining the Colonial Life team serving St. Augustine and St. Johns County.* Pay: $50,000.00 - $150,000.00 per year Benefits: * Flexible schedule * Professional development assistance * Work from home Work Location: Hybrid remote in Jacksonville, FL 32256
Posted 2 weeks
Billing Specialist – Shared Services (Florida)
Insurance Office of America - Jacksonville Beach, FL 32233
Job Description: Title: Billing Specialist – Shared Services Remote: candidates in Florida | Supporting: Shared Services Seeking: 2 years of billing and account support experience, EPIC experience strongly preferred Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: The Billing Specialist is responsible for processing Agency Bill transactions, including premiums, taxes, fees, installments, and related billing activities. This role ensures accurate and timely transaction entry within EPIC, supports internal teams with billing inquiries, and maintains high standards of data accuracy and operational efficiency. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines. Key Responsibilities: Agency Bill Processing: Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing. Transaction Execution: Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation. Specialized Billing: Process pre‑bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines. Data Validation: Review and verify EPIC data fields, including policy numbers, commissions, ICO/PPE, and related billing details before processing. Billing Coordination: Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies. Issue Resolution: Investigate and resolve billing issues, coordinating with appropriate departments and processing adjustments as needed. Documentation Management: Associate and manage documentation within EPIC activity codes to ensure accuracy and audit readiness. System Utilization: Navigate EPIC and utilize Microsoft Office tools (Outlook, Excel, Word) to support daily billing functions and communication. Turnaround & Quality Management: Deliver accurate work within established timelines while maintaining strong attention to detail and quality standards. Process Improvement: Identify opportunities to improve billing workflows, efficiency, and accuracy within agency billing processes. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered 2+ years of billing, accounting support, or customer service experience Experience with agency management systems (EPIC preferred) Strong attention to detail with the ability to manage high‑volume transactional work Proven analytical and problem‑solving skills Excellent verbal and written communication skills Proficiency in Microsoft Office applications, including Outlook, Excel, and Word Strong organizational, multitasking, and time‑management skills High level of personal integrity, accountability, and commitment to quality What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $40,000.00 - 60,000.00 annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 2 weeks
Billing Specialist – Shared Services (Florida)
Insurance Office of America - Atlantic Beach, FL 32233
Job Description: Title: Billing Specialist – Shared Services Remote: candidates in Florida | Supporting: Shared Services Seeking: 2 years of billing and account support experience, EPIC experience strongly preferred Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: The Billing Specialist is responsible for processing Agency Bill transactions, including premiums, taxes, fees, installments, and related billing activities. This role ensures accurate and timely transaction entry within EPIC, supports internal teams with billing inquiries, and maintains high standards of data accuracy and operational efficiency. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines. Key Responsibilities: Agency Bill Processing: Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing. Transaction Execution: Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation. Specialized Billing: Process pre‑bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines. Data Validation: Review and verify EPIC data fields, including policy numbers, commissions, ICO/PPE, and related billing details before processing. Billing Coordination: Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies. Issue Resolution: Investigate and resolve billing issues, coordinating with appropriate departments and processing adjustments as needed. Documentation Management: Associate and manage documentation within EPIC activity codes to ensure accuracy and audit readiness. System Utilization: Navigate EPIC and utilize Microsoft Office tools (Outlook, Excel, Word) to support daily billing functions and communication. Turnaround & Quality Management: Deliver accurate work within established timelines while maintaining strong attention to detail and quality standards. Process Improvement: Identify opportunities to improve billing workflows, efficiency, and accuracy within agency billing processes. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered 2+ years of billing, accounting support, or customer service experience Experience with agency management systems (EPIC preferred) Strong attention to detail with the ability to manage high‑volume transactional work Proven analytical and problem‑solving skills Excellent verbal and written communication skills Proficiency in Microsoft Office applications, including Outlook, Excel, and Word Strong organizational, multitasking, and time‑management skills High level of personal integrity, accountability, and commitment to quality What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $40,000.00 - 60,000.00 annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 2 weeks
Billing Specialist – Shared Services (Florida)
Insurance Office of America - Palm Coast, FL 32135
Job Description: Title: Billing Specialist – Shared Services Remote: candidates in Florida | Supporting: Shared Services Seeking: 2 years of billing and account support experience, EPIC experience strongly preferred Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: The Billing Specialist is responsible for processing Agency Bill transactions, including premiums, taxes, fees, installments, and related billing activities. This role ensures accurate and timely transaction entry within EPIC, supports internal teams with billing inquiries, and maintains high standards of data accuracy and operational efficiency. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines. Key Responsibilities: Agency Bill Processing: Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing. Transaction Execution: Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation. Specialized Billing: Process pre‑bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines. Data Validation: Review and verify EPIC data fields, including policy numbers, commissions, ICO/PPE, and related billing details before processing. Billing Coordination: Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies. Issue Resolution: Investigate and resolve billing issues, coordinating with appropriate departments and processing adjustments as needed. Documentation Management: Associate and manage documentation within EPIC activity codes to ensure accuracy and audit readiness. System Utilization: Navigate EPIC and utilize Microsoft Office tools (Outlook, Excel, Word) to support daily billing functions and communication. Turnaround & Quality Management: Deliver accurate work within established timelines while maintaining strong attention to detail and quality standards. Process Improvement: Identify opportunities to improve billing workflows, efficiency, and accuracy within agency billing processes. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered 2+ years of billing, accounting support, or customer service experience Experience with agency management systems (EPIC preferred) Strong attention to detail with the ability to manage high‑volume transactional work Proven analytical and problem‑solving skills Excellent verbal and written communication skills Proficiency in Microsoft Office applications, including Outlook, Excel, and Word Strong organizational, multitasking, and time‑management skills High level of personal integrity, accountability, and commitment to quality What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $40,000.00 - 60,000.00 annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 2 weeks
Billing Specialist – Shared Services (Florida)
Insurance Office of America - Green Cove Springs, FL 32043
Job Description: Title: Billing Specialist – Shared Services Remote: candidates in Florida | Supporting: Shared Services Seeking: 2 years of billing and account support experience, EPIC experience strongly preferred Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: The Billing Specialist is responsible for processing Agency Bill transactions, including premiums, taxes, fees, installments, and related billing activities. This role ensures accurate and timely transaction entry within EPIC, supports internal teams with billing inquiries, and maintains high standards of data accuracy and operational efficiency. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines. Key Responsibilities: Agency Bill Processing: Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing. Transaction Execution: Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation. Specialized Billing: Process pre‑bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines. Data Validation: Review and verify EPIC data fields, including policy numbers, commissions, ICO/PPE, and related billing details before processing. Billing Coordination: Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies. Issue Resolution: Investigate and resolve billing issues, coordinating with appropriate departments and processing adjustments as needed. Documentation Management: Associate and manage documentation within EPIC activity codes to ensure accuracy and audit readiness. System Utilization: Navigate EPIC and utilize Microsoft Office tools (Outlook, Excel, Word) to support daily billing functions and communication. Turnaround & Quality Management: Deliver accurate work within established timelines while maintaining strong attention to detail and quality standards. Process Improvement: Identify opportunities to improve billing workflows, efficiency, and accuracy within agency billing processes. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered 2+ years of billing, accounting support, or customer service experience Experience with agency management systems (EPIC preferred) Strong attention to detail with the ability to manage high‑volume transactional work Proven analytical and problem‑solving skills Excellent verbal and written communication skills Proficiency in Microsoft Office applications, including Outlook, Excel, and Word Strong organizational, multitasking, and time‑management skills High level of personal integrity, accountability, and commitment to quality What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $40,000.00 - 60,000.00 annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 2 weeks
Billing Specialist – Shared Services (Florida)
Insurance Office of America - Palm Coast, FL 32135
Job Description: Title: Billing Specialist – Shared Services Remote: candidates in Florida | Supporting: Shared Services Seeking: 2 years of billing and account support experience, EPIC experience strongly preferred Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: The Billing Specialist is responsible for processing Agency Bill transactions, including premiums, taxes, fees, installments, and related billing activities. This role ensures accurate and timely transaction entry within EPIC, supports internal teams with billing inquiries, and maintains high standards of data accuracy and operational efficiency. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines. Key Responsibilities: Agency Bill Processing: Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing. Transaction Execution: Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation. Specialized Billing: Process pre‑bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines. Data Validation: Review and verify EPIC data fields, including policy numbers, commissions, ICO/PPE, and related billing details before processing. Billing Coordination: Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies. Issue Resolution: Investigate and resolve billing issues, coordinating with appropriate departments and processing adjustments as needed. Documentation Management: Associate and manage documentation within EPIC activity codes to ensure accuracy and audit readiness. System Utilization: Navigate EPIC and utilize Microsoft Office tools (Outlook, Excel, Word) to support daily billing functions and communication. Turnaround & Quality Management: Deliver accurate work within established timelines while maintaining strong attention to detail and quality standards. Process Improvement: Identify opportunities to improve billing workflows, efficiency, and accuracy within agency billing processes. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered 2+ years of billing, accounting support, or customer service experience Experience with agency management systems (EPIC preferred) Strong attention to detail with the ability to manage high‑volume transactional work Proven analytical and problem‑solving skills Excellent verbal and written communication skills Proficiency in Microsoft Office applications, including Outlook, Excel, and Word Strong organizational, multitasking, and time‑management skills High level of personal integrity, accountability, and commitment to quality What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $40,000.00 - 60,000.00 annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.