1 CL Invoicing Specialist Job in Brook, IL

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CL Invoicing Specialist

690 - 690-Illinois

Brook, IL | Full Time

$65k-79k (estimate)

4 Months Ago

CL Invoicing Specialist

$65k-79k (estimate)

Full Time 4 Months Ago

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690 - 690-Illinois is Hiring a CL Invoicing Specialist Near Brook, IL

General Description: Support commercial lines account management team with all invoicing activities for assigned region. Resolve any associated accounting discrepancies.

Responsibilities:

Provide internal invoicing assistance to Commercial Lines Account Managers.
Complete data entry required to create accurate Sagitta invoices as submitted by account managers.
As directed, either return invoices to the requesting account manager or send invoices and accompanying documentation directly to clients.
Resolve accounting discrepancy tasks. Work with account management team and National Accounting Center.
Assist account management team in delivering client service and meeting client retention goals.
Maintain accurate information in agency management systems.
Collaborate with regional finance team on producer commission discrepancies.
Complete tasks in accordance with USI best practices and service standards for invoicing.

Knowledge, Skills, and Abilities:

2 years experience in a Commercial Lines agency.
College degree preferred.
Intermediate understanding of Property & Casualty insurance, including admitted and non-admitted carrier.
Familiarity with accounting as it relates to insurance premium/commission transactions.
In depth knowledge of Sagitta/ImageRight. Includes intermediate knowledge of Sagitta invoicing.
Detail oriented and prioritizes accuracy.
Comfortable with internet-based programs and Microsoft Office products.
Able to work in a team environment.
Strong communication skills, with the ability to maintain relationships with other departments.
Resourceful, eager to learn new concepts, and further professional development.
Open to feedback and coaching.

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