Invoice, Billing, and Payroll Specialist

Job Title: Invoice, Billing, and Payroll Specialist

Location: San Antonio, TX (On-Site)

Position Type: Full-Time, Exempt (8:00 AM – 5:00 PM, Monday–Friday, 1-hour unpaid lunch; extended hours as needed)

Compensation: $45,000 – $50,000 + Discretionary Performance Bonus

MANDATORY APPLICATION STEP: Applications will not be evaluated without a completed Culture Index survey. Upon submitting your resume, complete the survey via the link below within 24 hours:

Culture Index Survey Link: https://go.cultureindex.com/p/unJxEyejPLbp9ZDEwV

About the Role

Zinn Insurance is expanding its Operations Department and scaling rapidly on a multi-year growth trajectory. We are seeking a highly analytical, systematic, and process-disciplined Invoice, Billing, and Payroll Specialist to safeguard client financial operations, benefit reconciliations, employee adds/terms processing, and payroll accuracy for our employer accounts.

This is a critical operational seat built for someone who thrives in a highly predictable, orderly, and checklist-driven environment. You will own client payroll audits, carrier invoice reconciliations, premium billing adjustments, employee onboarding/offboarding (adds/terms) alignment, and carrier delinquency tracking. If you derive true satisfaction from clean data, exact balance reconciliation, and flawless process execution without preventable errors, this seat is built for you.

Who You Are

• Analytical & Systematic: You love structure, clear workflows, and exact balance reconciliations. You methodically work through complex spreadsheets, payroll registers, and carrier statements without cutting corners.
• Process-Disciplined & Detail-Obsessed: You hold zero tolerance for preventable financial or enrollment errors. You systematically audit payroll registers, carrier invoices, and employee add/term changes prior to submission.
• Organized & Schedule-Driven: You excel at managing strict external client payroll calendars and monthly billing cycles. You track deadlines proactively to ensure 100% on-time execution.
• Clear & Professional Communicator: You handle client billing inquiries, carrier delinquency discrepancies, and internal operational questions with prompt, drama-free, and solution-oriented communication.

Primary Responsibilities

• Payroll Operations & Auditing: Audit and manage 20+ client payroll registers prior to release, verifying benefits deductions, new hires (adds), and terminations (terms) for 100% processing accuracy.
• Carrier Billing & Reconciliations: Reconcile monthly carrier bills against active client rosters and payroll deductions, identifying discrepancies and executing carrier dispute resolutions promptly.
• Employee Adds & Terms Execution: Audit and reconcile ongoing employee onboarding (adds) and offboarding (terms) across carrier portals, payroll systems, and AgencyBloc to eliminate billing leakage.
• Invoice Administration & Delinquencies: Issue accurate client invoices, process premium adjustments, audit carrier billing delinquencies, and resolve uncollected/unmatched premium balances per established SOPs.

Qualifications & Requirements

• 2+ years of experience in payroll administration, benefits billing, bookkeeping, carrier reconciliation, or financial operations.
• Advanced proficiency in MS Excel (vlookups, pivot tables, data formulas), AgencyBloc, Monday.com, and payroll software platforms.
• Proven ability to execute multi-step financial checklists independently with zero preventable errors.
• Exceptional written/verbal communication skills and high organizational discipline.

How to Apply

To be formally considered for this position, please follow these two steps:

1. Submit Your Resume: Apply directly through this job board.
2. Complete the Culture Index Survey: Click the link below to complete the short behavioral assessment.

Culture Index Survey Link: https://go.cultureindex.com/p/unJxEyejPLbp9ZDEwV

Please Note: Your application is not complete until this survey is finished. The survey takes less than 10 minutes and must be completed within 24 hours of submitting your resume. Applications without a completed survey will not be reviewed.