Underwriting Operations - Billing and Compliance

Branch is on a mission to make insurance less expensive, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be.

But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Find out for yourself.

Branch is a remote-first company, open to candidates located in AL, AZ, CT, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS. MO, NE, NV, NJ, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, and WI.

About the role

This is a new position that will be responsible for all billing processing and automation, eliminating bad debt caused by Branch's billing procedures. Manages non-renewals, cancellation notices, and compliance. Oversees Front correspondence with agents and insureds and collaborates with Development to prepare Staff for marketing, thereby generating revenue for Branch.

Key Responsibilities

• Billing Compliance Ownership: Manage all aspects of billing compliance, including the issuance of advance notices for cancellations, reinstatements, and non-renewals in accordance with regulatory requirements.

• Process Optimization: Identify and eliminate outdated processes, and revamp data views to enhance accuracy and support billing automation initiatives.

• Bad Debt Management: Oversee the cessation of bad debt accrual within billing workflows to improve financial reporting and operational efficiency.

• Strategic Development Collaboration: Partner with the Business Development team to evolve the Staff platform into a leasable system, enabling future revenue generation.

• Automation and Support: Lead automation of Front and provide support to the Underwriting Operations (UW Ops) team to streamline internal processes.

Skills, Knowledge, and Expertise

• Bachelor’s Degree

• Property and Casualty Insurance License Required

• 4+ years of Personal Lines insurance experience

• 2+ years of billing and compliance experience

• Project management experience a plus including strong prioritization skills

• Must be comfortable working with other departments and stakeholders

• Strong experience with Google Suite or Microsoft Office Suite a must
  

Why join us at Branch?

We’re all about getting back to getting each other’s back—that means Branchers, too. So we provide benefits that let you work and live to your fullest.

• Above-market salary—Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.

• Pay equity and transparency—Our pay isn’t just above market, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.

• Remote-first (with perks)—Work from where you’re most comfortable. We’ll take care of your work from home set-up and monthly internet. We also have a Columbus headquarters and Chicago hub if you’d like to join us in an office.

• Flexible YouTime—We don’t just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation.

• Employee stock options—You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow.

• Medical, vision, dental—Get all the coverage you need for a healthy, happy life. We’ll also contribute $150 per month to a health savings account (HSA), administered by Branch.

• 401k and contribution matching—Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.

What to expect

In light of recent hiring scams across the United States, here’s what the process will look like with Branch (so you know it’s us):

• Please apply to open positions directly through our site. If you don’t see it here, then it shouldn’t exist on another job board. If you’re ever unsure about the legitimacy of a Branch job posting found on another site, please check the listings here to verify.

• If you're selected to move onto the next phase of the hiring process, a member of our Branch talent team will reach out to you directly from the email domain @ourbranch.com to guide you through our process.

• The process will include a number of interviews, which will all happen either over the phone or on video calls.

• We will never ask for personal payment or require you to purchase equipment during our interview process. Always be sure to protect your personal information.

Equal Employment Opportunity Employer

At Branch, we are deeply committed to community. Branch is an Equal Employment Opportunity

employer – All qualified applicants and/or employees will receive consideration for employment without regard to the individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.