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 RPW’s 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

• Associate’s or Bachelor’s 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 holiday’s
• 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.

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