Agency Billing SpecialistAgency Billing Specialist

Key Achievements:

Supported the back-office operations of a U.S. insurance agency, handling both Personal and Commercial Lines accounts. My work involved more than billing alone; I regularly dealt with the policy and account information behind each transaction, including quotes, new business, endorsements, renewals, audits, cancellations, rewrites, reversals, and fees. I also worked with carrier and account information, updated commissions, verified payment documentation, created invoices, processed refunds, and handled direct bill and split-receivable transactions. For more complex accounts, I reviewed the details in EPIC to make sure the setup, product credit information, and transaction were correct before processing. I worked with multiple insurance markets and carriers, including Chubb, Hartford, Travelers, CNA, and Safeco, as well as Liberty, Amwins, RT Specialty, CRC, McGowan and different carriers. I also communicated with carriers, servicers, managers, and clients when information needed to be clarified or a transaction required follow-up.

Key Achievements:

Worked on the back-office claims side of insurance, reviewing submitted claims and supporting documentation for completeness and compliance. I checked ABNs, examined claim information and evidence, and determined payment eligibility based on the required information and process. The role was highly production-driven, with a daily target of 120+ claims. This required me to work quickly without treating accuracy as secondary, particularly when reviewing documents and determining whether a claim was ready for processing.

Key Achievements:

Handled back-office insurance transactions including OTBD, NSF, EI, and backout transactions. I also processed updates to bank and customer information and prepared required letters, reminders, and fax communications. As an SME, I was responsible for auditing work, helping agents with process-related concerns, training team members, and resolving escalations. This gave me additional experience in quality checking and making sure insurance transactions were completed according to the correct workflow.

Key Achievements:

Conducted qualitative and quantitative interviews. Ensured accuracy and confidentiality. Delivered reports and completed quotas

Key Achievements:

Managed Shopee, TikTok, Facebook, and Lazada operations. Replied to customer concerns about orders and products. Designed posts, edited photos, scheduled content, ran Facebook ads. Handled cancellations, refunds, disputes, and tracking. Updated inventory, pricing, descriptions, and listings

Key Achievements:

Assisted customers with mortgage payments and adjustments. Processed term changes and outbound follow‑ups.