Financial Operations Associate Jobs in Perry, FL

Remote: candidates in Florida | Supporting: Shared Services
Seeking: 2 years of billing and account support experience, EPIC experience strongly preferred
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 
 

About the Role: The Billing Specialist is responsible for processing Agency Bill transactions, including premiums, taxes, fees, installments, and related billing activities. This role ensures accurate and timely transaction entry within EPIC, supports internal teams with billing inquiries, and maintains high standards of data accuracy and operational efficiency. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines. 

 
Key Responsibilities: 

• Agency Bill Processing: Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing. 

• Transaction Execution: Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation. 

• Specialized Billing: Process pre‑bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines. 

• Data Validation: Review and verify EPIC data fields, including policy numbers, commissions, ICO/PPE, and related billing details before processing. 

• Billing Coordination: Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies. 

• Issue Resolution: Investigate and resolve billing issues, coordinating with appropriate departments and processing adjustments as needed. 

• Documentation Management: Associate and manage documentation within EPIC activity codes to ensure accuracy and audit readiness. 

• System Utilization: Navigate EPIC and utilize Microsoft Office tools (Outlook, Excel, Word) to support daily billing functions and communication. 

• Turnaround & Quality Management: Deliver accurate work within established timelines while maintaining strong attention to detail and quality standards. 

• Process Improvement: Identify opportunities to improve billing workflows, efficiency, and accuracy within agency billing processes. 

• Champion IOA Values: Demonstrate integrity and leadership. 

Ideal Candidate Qualifications: 

• Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered 

• 2+ years of billing, accounting support, or customer service experience 

• Experience with agency management systems (EPIC preferred) 

• Strong attention to detail with the ability to manage high‑volume transactional work 

• Proven analytical and problem‑solving skills 

• Excellent verbal and written communication skills 

• Proficiency in Microsoft Office applications, including Outlook, Excel, and Word 

• Strong organizational, multitasking, and time‑management skills 

• High level of personal integrity, accountability, and commitment to quality 

 
What We Offer: 

• Competitive salaries and bonus potential 

• Company-paid health insurance 

• Paid holidays, vacations, and sick time 

• 401K with employer match 

• Professional growth and career progression opportunities 

• Respectful culture and work/family life balance 

• Community service commitment 

• Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

• 30-Minute Phone Screen, Online Assessments, and Interview(s)