Billing Specialist

Job Title: Billing Specialist Compensation: $26-$28.85 per hour plus 6% discretionary bonus Location: Austin, TX (Hybrid) Department: Operations Job Type: Full-Time Working Hours: 8:00am-5:00pm CST (Monday-Friday) About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. We are the perfect fit if you: Enjoy team collaboration and thrive in a culture that recognizes success Want to learn, grow, and take on increasing responsibility Have an entrepreneurial spirit and are energized by building something new Have a desire to help others protect their financial future Job Purpose: The Billing Specialist plays a key role in HUB RPWs initiative to build a centralized billing function across multiple offices and legacy entities. This role is responsible for processing, auditing, and collecting on retirement plan revenue across administration, advisory, and consulting services while helping establish consistent, scalable billing processes as the organization consolidates operations. This is a hands-on operations role for a candidate with an accounting background who is ready to dig in and build something from the ground up. Key Responsibilities: Billing & Invoice Processing Process and distribute billing statements for retirement plan revenue across administration, advisory, and consulting services on a monthly, quarterly, and annual cycle Reconcile billing data against plan documents, advisor agreements, and fee schedules across all revenue streams prior to invoicing Set up and maintain new plan accounts in billing and CRM systems, including verification of fee schedules Conduct periodic billing audits to verify fees charged against contracted rates and plan-level agreements across all service types Collections Monitor AR aging and proactively follow up on past-due balances with plan sponsors and clients Track collection activity for overdue invoices, maintaining records of outreach and resolution status Escalate delinquent accounts to leadership and coordinate with consultants and client service teams to resolve disputes Centralization & Process Building Support the implementation of centralized billing processes across offices, helping transition decentralized activity into a unified function Document billing workflows, fee schedule standards, and reconciliation procedures as they are developed Identify gaps in existing billing practices across offices and participate in process improvement efforts Reporting & Collaboration Prepare billing reports and data summaries for accounting and leadership review Respond to billing inquiries from plan consultants and internal stakeholders across offices Perform other billing, operations, and administrative duties as assigned Qualifications Associates or Bachelors degree in Accounting, Finance, Business, or related field, or equivalent experience 1+ years of experience in billing, accounts receivable, collections, or a related function preferred Background in financial services, retirement plan administration, or TPA operations preferred Experience with CRM and billing systems in a financial services environment preferred Familiarity with retirement plan fee structures across administration, advisory, and consulting services preferred Skills Proficiency in Microsoft Excel; strong attention to detail and accuracy in a high-volume environment Ability to manage multiple priorities and meet recurring deadlines Effective communicator with a collaborative mindset across operations, accounting, and client service teams Featured Benefits: Compensation: $26-$28.85 per hour 6% yearly discretionary bonus Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Monday-Friday (8am-5pm) 2 weeks of vacation, sick leave, personal days, and floating holidays Hybrid schedule Travel: No travel required Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: Associate degree (2-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. Hi, were HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected through unrelenting advocacy and tailored insurance solutions that put you in control. 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, HUBs 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.