Billing Analyst at Realm Health/Summit Alliance Financial/Reflection Glass – Dallas, Texas

About Realm Health

Realm Health is a licensed insurance agency domiciled in TX and licensed in 49 states. Realm Health works with several insurance companies, self-funded plans, and healthcare vendors to provide our groups and members with affordable healthcare benefits. Realm Health serves as a liaison and service provider to these companies, managing sales, enrollment, account management, billing, and customer service.

About The Role

The Billing Analyst is a key member of the billing department responsible for ensuring accurate, timely, and compliant billing processes across the organization. In this full-time role, you will leverage your expertise in data analysis, financial reporting, and reconciliations to manage complex billing cycles, identify discrepancies, and support decision-making with clear financial insights. As part of a shared services team, you will not only support the primary business but also multiple affiliated entities within the company portfolio, partnering closely with operations, finance, and client-facing teams. This position is ideal for a detail-oriented professional with a strong grounding in accounting principles, a passion for data accuracy, and the ability to navigate regulatory requirements—particularly in an insurance agency or brokerage environment.

What You'll Do

• Prepare, process, and review billing statements, invoices, and adjustments for multiple businesses and entities within the company portfolio in a shared services environment.
• Perform detailed reconciliations of accounts receivable, premium billings, commissions, and related general ledger accounts to ensure accuracy and completeness.
• Analyze billing data to identify trends, discrepancies, and process gaps; propose and implement corrective actions and improvements.
• Maintain and enhance billing schedules, reports, and dashboards using advanced Microsoft Excel and data visualization tools.
• Collaborate with internal stakeholders, including Accounting, Finance, Operations, and Client Service teams, to resolve billing issues and support cross-functional initiatives.
• Ensure billing practices comply with internal policies, accounting standards, and applicable regulatory requirements, particularly within the insurance sector.
• Assist with month-end and quarter-end close activities related to billing, revenue, and receivables, including preparation of supporting schedules and documentation.
• Support audits and internal reviews by providing detailed billing records, reconciliations, and explanations of variances.
• Monitor and track outstanding balances, help identify at-risk accounts, and collaborate with collections or account management teams as needed.
• Contribute to the development and documentation of standard operating procedures for billing processes across different entities.
• Participate in system enhancements, testing, and implementation related to billing, accounting, or reporting tools.
• Provide ad hoc financial and billing analyses to management, helping to inform pricing, profitability, and operational decisions.
• Develop and execute data-driven recovery strategies for delinquent accounts by conducting root-cause analyses of payment delays and implementing process improvements.
• Manage the full lifecycle of high-risk accounts, including leading negotiations for complex payment plans and overseeing transitions to the legal or cancellation phase, while ensuring compliance with insurance-specific regulatory standards.
• Other duties as assigned.

Qualifications

• Bachelors Degree in Accounting, Finance, Business or releated field or equivalent experience.
• 2+ years of experience in a billing, accounting, or financial analysis role, preferably within a shared services or multi-entity environment.
• Demonstrated ability in data analysis and visualization to interpret financial and billing data and present findings clearly.
• Advanced proficiency in Microsoft Excel (e.g., complex formulas, pivot tables, lookups, data validation, and basic macros).
• Hands-on experience with financial reporting and account reconciliations, including accounts receivable and revenue-related accounts.
• Solid understanding of fundamental accounting principles and how they apply to billing and revenue recognition.
• Exceptional attention to detail with a track record of producing accurate, error-free work in a high-volume environment.
• Strong critical thinking and problem-solving skills, with the ability to investigate and resolve complex billing discrepancies.
• Working knowledge of regulatory compliance considerations relevant to billing and financial reporting; familiarity with insurance-related regulations is a plus.
• Prior experience working for an insurance agency or brokerage is strongly preferred.
• Comfort working in a shared services model, supporting multiple businesses or entities with differing requirements and timelines.
• Effective communication skills in English, both written and verbal, with the ability to explain billing issues to non-financial stakeholders.
• Proficiency with accounting or ERP systems and billing platforms; ability to learn new financial systems and tools quickly.
• Strong organizational and time-management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.