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Dallas, Texas, United States
Hybrid
We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.
We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.
The Commercial Property and Casualty Agency Billing Specialist supports GuideStone Agency Services by performing general agency-specific accounting and bookkeeping tasks of increasing complexity with moderate supervision and some latitude for independent judgment. This role maintains accurate agency billing, invoice, remittance, and commission records; manages agency-billed account workflows; and works with GuideStone Finance and Accounting to reconcile commission payments, resolve discrepancies, and ensure money received or paid by the agency is documented accurately and handled timely. The role applies developing proficiency in agency accounting, Applied Epic, commission processing, and internal controls, while relying on more experienced peers for guidance on more complex work. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands. (Psalm 78:72)
What You'll Do:
Agency Billing and Remittance
• Manage routine and moderately complex agency-billed account activities, including premium collection, payment remittance requests, carrier payment documentation, and follow-up on stale or unresolved billing items
• Prepare, organize, and route remittance support materials to Finance and Accounting for payment processing according to documented procedures and assigned timelines
• Ensure customer funds, carrier payment requests, invoice records, and supporting documentation are matched, complete, and retained in the appropriate agency systems or repositories
• Review billing activity reports, resolve routine issues independently, and escalate more complex or exception-based items to the manager for direction
Commission Statement Processing and Reconciliation
• Receive, organize, validate, and process carrier commission statements, ensuring alignment with agency records, commission percentages, premium amounts, transaction types, and related Applied Epic activity records
• Research discrepancies between carrier statements, Applied Epic transactions, direct-bill or agency-bill commission records, and funds received by GuideStone, seeking guidance on complex reconciliation issues
• Partner with Finance and Accounting to reconcile commission payments received, identify missing or unmatched remittance detail, and document follow-up items through resolution
Invoice, Payment, and Vendor/Partner Coordination
• Review agency-related invoices and route accurate invoices or payment requests to the appropriate Finance and Accounting processing channel according to established procedures
• Monitor recurring agency invoices, reimbursements, carrier fees, and vendor charges to ensure expected items are received, reviewed, routed, and tracked
• Coordinate with agency team members, Finance and Accounting, carriers, brokers, and vendors to obtain documentation, clarify payment details, and resolve billing questions
Records, Controls, and Cross-Functional Support
• Maintain accurate, organized, and confidential records for agency billing, commission statements, invoices, remittance documentation, and reconciliation support materials, contributing to process improvement recommendations
• Partner with Sales, Account Management, Operations, Finance and Accounting, and agency leadership to support timely and accurate financial processing tied to agency operations, driving meaningful results that advance enterprise strategy
What You'll Need:
• 2+ years of experience in related bookkeeping, billing, accounting support, insurance agency, financial operations, or similar experience required.
• High school diploma or equivalent required; associate degree, college coursework, or certificate in accounting, bookkeeping, business, finance, or a related field preferred.
• CPA license is not required.
• Working understanding of bookkeeping concepts such as invoices, payments, receivables, payables, reconciliation, and record retention.
• Intermediate proficiency with Microsoft Outlook, Word, and Excel; working proficiency with Applied Epic, Workday-related workflows, SharePoint, and other GuideStone systems.
• Ability to compare documents and data, identify mismatches, and resolve routine discrepancies with some latitude for independent judgment.
• Ability to work within established procedures while applying developing judgment to routine and moderately complex situations.
• Strong organizational skills with the ability to manage recurring tasks, deadlines, inboxes, documentation queues, and process checklists.
• Clear, professional written and verbal communication skills.
• Must have complete confidentiality regarding GuideStone business matters.
• Developing working knowledge of commercial property and casualty agency operations, including agency bill, direct-bill commissions, carrier statements, policy transactions, and supporting documentation.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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