HBO Billing Specialist

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

**This is a hybrid role, requiring four days per week in the office.**

POSITION SUMMARY

The HBO Billing Specialist is responsible for processing agency-bill invoicing transactions within the HUB Billing Operation (HBO) West Region. Working directly within Epic, this role receives and processes !HBO activities assigned to them based on their designated Agency, Branch Code, or Profit Center. The HBO Billing Specialist partners closely with Servicers across the regional footprint to ensure complete and accurate billings, while adhering to established workflows, service standards, and quality controls. A strong communicator with a desire to learn, problem-solve, and be a proactive team player are essential to success in this role.

KEY ACTIVITIES & RESPONSIBILITIES

Transaction Processing

• Process agency-bill invoicing transactions for Personal Lines (PL) and Commercial Lines (CL) accounts
• Execute routine billing transactions including new business, renewals, and endorsements within Epic
• Coordinate premium financing transactions
• Complete invoicing for all agency bill items for the designated region based on applicable workflows and service level standards
• Enter transactions in Epic to match carrier documents and ensure proper coding
• Ensure carrier invoices are sent to accounting (HFC) and attach generated invoices to the !HBO activity before recording back to the Servicer

Activity & Workload Management

• Monitor and manage !HBO activities assigned via Epic home screen based on designated Agency, Branch Code, or Profit Center
• Monitor and process Normal priority !HBO activities same day if submitted before 2:00 p.m., or within 24 hours
• Process Urgent priority !HBO activities within 3 business hours
• Meet individual productivity targets including activities, error rate, and reduction in NOCs
• Adhere consistently to established workflows, service standards, and quality controls
• Participate in the weekly team rotation across specialized focus areas

Servicer Partnership

• Review incoming Servicer activities for completeness before processing
• Flag and return incomplete submissions to Servicers to reduce downstream billing errors
• Partner closely with Servicers across the regional footprint to ensure complete billings
• Review account setup in Epic to ensure proper account screen setup
• Communicate to Servicers when adjustments or additional information is needed to invoice policies

Compliance & Documentation

• Maintain accurate billing documentation in activity notes and attachments
• Double-check key transaction areas before finalizing every billing: Policy number, effective dates, PPE & ICO codes, commission %, and Pr/Br coding
• Adhere to all HUB International and HBO requirements and policies to support SOX compliance
• Escalate billing exceptions and complex issues to Senior Billing Specialists as needed

QUALIFICATIONS

Required

• Strong attention to detail, accuracy, and problem-solving skills
• Excellent communication skills and a proactive, positive attitude
• Ability to plan, organize, and execute independently
• Ability to manage high volumes of tasks efficiently within a structured environment
• Ability to meet productivity and quality targets

Preferred

• Associate or Bachelor’s Degree
• 1–2 years of previous accounting or billing experience
• Experience with Applied Systems Epic (insurance broker management system)
• Previous experience in insurance billing, insurance account management, or financial services
• Insurance Broker License

ABOUT HUB INTERNATIONAL

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $61,609.60 annually and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. 

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [email protected]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.