Invoicing Specialist

The Invoicing Specialist is responsible for managing and maintaining the accuracy, timeliness, and integrity of all client and insurer billing activities. This role ensures that invoices are processed efficiently, reconciled accurately, and comply with company policies and industry regulations. The ideal candidate is detail-oriented, organized, and comfortable working in a fast-paced, deadline-driven environment.Key AccountabilitiesInvoicing & BillingPrepare, review, and issue client and insurer invoices in line with brokerage agreements and financial schedules, including complex billings involving multiple carriers, engineering fees, and non-admitted insurersEnsure billing data is accurate and reconciled with internal systems and supporting documentation in compliance with company policies, accounting standards, and regulatory requirementsInvestigate and resolve ad-hoc billing issues using Applied EPIC and Microsoft ExcelLeverage Applied EPIC functionality to improve billing efficiency and accuracyRespond to invoice inquiries and maintain appropriate supporting documentationCollaborate with Account Executives, Brokers, and Underwriting Teams to verify billing details and resolve discrepanciesAssist with premium financing arrangements and ensure related documentationSupport month-end and year-end closing processes, including reporting and reconciliationsPrepare billing and commission documentation for year-end audit requestsProcess monthly billing of the Group Benefits and Retirement business unit, ensuring accuracy against insurer statementsIdentify and recommend process improvements to enhance billing accuracy and efficiencyPerform other related duties including reporting as requiredInternal Communication & CollaborationCommunicate professionally with internal stakeholders to resolve billing issuesIdentify documentation errors and communicate required corrections to brokers from an auditing perspectiveHighlight internal billing inefficiencies and propose solutions to Operations and Accounting teamsExperience RequirementsMinimum 2 years’ experience in the insurance brokerage industryCollege diploma or bachelor’s degree in business or accountingProven experience in invoicing, and/or billing, preferably within the insurance or financial services industryStrong attention to detail and numerical accuracyExcellent communication and interpersonal skills with the ability to collaborate across teamsStrong organizational skills with the ability to manage multiple priorities and deadlinesExperience with Applied EPIC or other broker management systems is highly preferredAdvanced Excel skills (Pivot Tables, VLOOKUP, SUMIF, financial modelling, and data analysis)Intermediate proficiency in Microsoft Word and PowerPointKnowledge of commodity tax as it applies to insurance across Canadian provincesExcellent time management, organizational, and problem-solving skillsSelf-motivated, collaborative, and able to work independently