Pathpoint is the full-service wholesaler that makes E&S simple to navigate, transparent to place, and efficient to scale. Powered by smart technology and grounded in E&S expertise, we are modernizing the end-to-end process to bring it closer to the admitted experience. Pathpoint's full-service approach makes navigating E&S as effortless as it should be, offering brokers a more direct path to E&S success while maximizing value for insureds. Since day one, Pathpoint's team of E&S experts and technologists have worked tirelessly to uncover more efficiencies and unlock new opportunities. Our innovative features and broad market access have already helped thousands of brokers grow into bigger accounts and broader books—and we're just getting started (learn more).
The Billing Associate owns fund movement, payment verification, and billing-platform integrity — did money land, where did it go, and is the billing system updated and accurate. This role is the single owner of the Ascend billing workflow and the AscendSalesforce integration escalation loop, replacing today's ad hoc rotation across FinOps, Ops, and Compliance. It is also the front-line responder for agent and insured billing questions.
2+ years in insurance billing, AR, premium accounting, or payment operations — E&S/wholesale or MGA preferred
Strong written communication; able to explain an invoice or a split refund to an agent without accounting jargon
Experience with a Salesforce-based agency management/policy system
Ability to distinguish user error from platform defect and write a reproducible bug report
Working knowledge of premium billing mechanics: agency vs. direct bill, premium finance, commission netting, surplus lines taxes and fees, pro-rata and short-rate
Advanced Excel — lookups, pivots, large-file reconciliation
Strong written communication; able to explain an invoice or a split refund to an agent without accounting jargon
SQL or BI exposure (Metabase, Hex)
Insurance specific finance and accounting experience
SOP authoring; Slack-based operational monitoring
Knowledge of the insurance industry is a plus, but not a requirement
Don't meet every single requirement? At Pathpoint, we are dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role, but don't meet every qualification in the job description, we encourage you to apply anyways and explain why you're the right fit.
Manage payment-link and portal access issues for agents and insureds (broken links, wrong recipient, access errors)
Maintain an internal known-issues and workaround log so repeat inquiries are answered consistently without re-investigation
Log recurring payment platform defects with reproducible detail and escalate to Financial Operations leadership / platform support; track ticket status through resolution and communicate ETAs back to the requesting agent
Serve as first-line triage for Ascend billing issues raised by agents, insureds, or internal teams; determine whether the root cause is data entry, sync, carrier config, or a platform defect
Investigate and resolve invoice generation failures — policies that don't bill, invoices stuck in draft, or invoices that never issue to the agent/insured
Resolve sync and integration breaks between payment platform and the policy system of record (Salesforce): missing policies, stale premium or fee values, endorsements that don't flow through, duplicated records
Research payment application failures: ACH/card payments not posting, payments landing on the wrong invoice or policy, partial payments not reducing balance, failed/returned payments requiring re-invoice
Handle refund and return-premium exceptions in Ascend, including cancellations that generate incorrect return amounts or credits that fail to apply
Chase down notice-of-cancellation and dunning misfires — notices sent on paid accounts, notices not sent on delinquent accounts, incorrect effective/cancellation dates on notices
Insurance coverage fit for an insurance company, some plans at no cost to you
Competitive compensation, equity, and total rewards
401(k) with an annual company match
20-days of PTO (increased to 25-days after 2-years)
Professional development opportunities
Remote-first working environment with investments in in-person collaboration
Annual $500 home office stipend
Monthly $75 internet stipend
Generous paid parental leave
An early stage insurance company offering unique opportunities for growth
Hard Problems Drive Us: We believe the insurance industry hasn’t kept up with changing times and fixing that is a hard problem worth solving.
We Start with Why: Seek to understand what customers care about. Use data to challenge assumptions and figure out the problem.
We Take Ownership and Accountability: We think people are their happiest when they have high ownership and accountability over the problems confronting them and are empowered to move decisively to work on them.
We Work Together: Nothing happens without the individual efforts of our team members, but effective teamwork is how we build and maintain customer value.
We Move Forward: We value the ability to persist through adversity to achieve goals and believe speed plays an important role.
We are unable to provide visa sponsorship for this position at this time. By applying to this job, you confirm that you are eligible to work in the U.S. without requiring visa sponsorship now or in the future. Thank you for your understanding.
Pathpoint is an equal opportunity employer that values and celebrates diversity, inclusion, and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Compensation Range: $60K - $70K
