Billing Specialist

Dallas, Texas
Not Specified
Nov 10, 2020
Jan 05, 2021
Job Type
Not Specified
Career Level
Not Specified

Billing Specialist

Hallmark Financial is a specialty property and casualty insurance holding company with a diversified portfolio of insurance products written on a national platform. With six insurance subsidiaries and offices in Dallas, San Antonio, Chicago, Jersey City and Atlanta, Hallmark Financial markets, underwrites and services over $750 million annually in commercial and personal insurance premiums in select markets. Hallmark Financial is headquartered in Dallas, Texas and its common stock is listed on NASDAQ under the symbol "HALL."

As Hallmark continues to grow, we strive to find talented, innovative and creative professionals to join our team. We offer very competitive compensation and benefit packages combined with a team atmosphere that encourages independent initiative and professional growth.

Position Summary:

Provides customer service and processing support in the Premium Billing department. Specializing in the collection of Direct Bill and Agency Bill accounts.

Essential Functions include the following. Other duties may be assigned

  • Process and reconcile agency bill and direct bill statements along with collection of monies.
  • Answer incoming calls and respond to customer e-mails.
  • Research and resolve customer inquiries.
  • Mentor and train new customer service representatives.
  • Open daily mail and prepare checks for posting.
  • Post cash payments in various receivables systems.
  • Maintain Excel tracking spreadsheets including audits and charge offs.
  • Prepare manual billing invoices.
  • Input check by phone/fax information into system/database.
  • Process return premium checks including printing, validation of refund accuracy, and mailing.
  • Determine if cash received for cancelled policies provides sufficient equity for reinstatement.
  • Process reinstatements in various systems as needed.
  • Maintain files containing copies of all billing notices and checks posted.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

High school diploma or GED, with some college or 2-3 years of related experience,
insurance experience is preferred. Most of the training will be done on the job.


  • Math: Billing specialists may have to add the amount owed from various documents and other duties that require basic math skills.
  • Communication: Billing specialists talks with clients to explain their bill, as well as payment policy.
  • Organizational Skills: Billing specialists gather data from multiple sources, and work on more than one bill at once. Keeping it all organized is important
  • Billing specialist should have the basic knowledge of accounting/banking terminology and concepts.
  • Other skill sets required include:

Detail oriented with the ability to work in a team environment and be flexible to daily changing needs and job duties.

Analytical Thinking Judgment Decision Making, Expertise/Initiative, Recommends Solutions

Accountability Self Awareness, Demonstrates Self-Management, Takes Ownership

Embracing Change and Leading Transition - Change Agent Adaptable -

Exhibits a Positive Attitude

Teamwork Leveraging Differences - Team Advocate - Appreciates Differences

Computer Skills
Basic Microsoft Office (Excel) Skills

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