• Support cross-functional teams responsible for efficient automated workflow processing • Monitor and maintain operational workflows to ensure processing accuracy and service level targets are met • Troubleshoot workflow issues and coordinate identification and resolution with internal stakeholders • Communicate workflow status changes and operational updates to external stakeholders • Assist in generating, reviewing, analyzing, and creating operational reports and data queries • Monitor and analyze metrics associated with the performance and success of automated workflows • Partner with stakeholders to understand business pain points and operational challenges • Assess enhancement requests and monitor status of existing requests

• Assist the billing team with all portions of the revenue cycle including: Matter set up in accordance with client guidelines. • Create and distribute pre-bills in accordance with firm policies. • Revisions and finalization of all invoices, including review for billing guideline compliance such as travel and collection of all back-up documentation (aka receipts or vendor invoices). • Transmission of invoices to the clients either via email, e-fax, or e-billing hub and/or other electronic billing as required by each client. • Follow up on any rejected invoices and coordinate with insurance contacts and attorneys to resolve issues. • Work with attorneys and leadership to draft appeals for any invoice reductions by billing websites. • Communicate with leadership and Regional Office Management on Retainers, Flat Fee, or Alternative Fee Agreement matters, and action steps needed. • Assist the conflicts team with conflicts checks as needed. • Implement necessary changes to billing software in the event of client updates such as change in e-billing websites, carriers, and third-party administrators. • Submission of new timekeepers and rates to all applicable client websites, including deactivation of terminated employees. • Execute write-offs in Prolaw for any discounts, processing fees, and reduced time entries which may require communication with leadership on current trends and issues. • Work on Accounts Receivable projects and collaborate with leadership to determine collection issues. • Assist leadership regarding on-boarding and off-boarding of attorneys and/or profit centers. • Participate, as requested, in Requests for Information (RFIs) • Complete any project-based tasks as assigned by leadership.

Role Description This is for a billing operations leader who has run billing for an MGA, carrier, or managed third-party / outsourced billing vendors – owning payments, collections, reconciliation, and the full flow from invoice to cash. You’ve sat in the seat where billing breaks—and know exactly how fast it shows up in cash, customer impact, and operational drag. You’ve seen what happens when billing is stitched together across systems: - Payments come in but don’t align cleanly. - Reconciliation turns into a daily manual exercise. - Installment billing adds complexity to processes. - What works at low volume starts to break as the business scales, adds programs, or introduces new billing plans. You’ve been in the conversations where leadership assumes the current approach is “working”—until cash isn’t where it should be, visibility is limited, or teams are spending more time fixing issues than moving the business forward. This role is about stepping into those conversations as a peer—bringing a clear, experience-backed point of view on where billing breaks, what it’s costing, and what it takes to run it in a way that scales. Qualifications - You’ve owned billing operations end-to-end. - You’ve operated within real billing complexity. - You go straight to where billing breaks. - You have a clear point of view on how billing should run. Requirements - Create credible demand in priority accounts. - Partner to construct deal strategy for priority opportunities. - Collaborate to ensure no lead or deal leakage. - Identify and challenge where billing creates friction and cost. - Illustrate what scalable billing looks like in practice. Benefits - Work Where You Thrive: Flex First Workforce approach offers remote, hybrid, or in-office opportunities. - Take Time When You Need It: Open PTO Policy empowers you to recharge. - Benefits That Start on Day One: Comprehensive health coverage and employer-matched retirement savings. - Award-Winning Onboarding: Designed to set you up for success. - Grow Your Career from Within: Over 25% of open roles filled by internal candidates. - Mentorship That Matters: Connects you with experienced leaders. - Insurity Podcasts: Explore insights into products and innovation. - Keep Learning, Always: Full access to LinkedIn Learning and Kaplan. - Invest in Your Future—And Your Family’s: Access discounted tuition through the University of Arizona Global Campus. - Earn When You Refer: Employee Referral Bonus program rewards you for referrals. We have five Core Values at Insurity; one of which is to Act with Integrity. Providing pay transparency helps you make the best decision for you. The career level salary range for this role is $105,000 to $192,000. Insurity is proud to be an Equal Opportunity Employer dedicated to creating an exceptional work environment for all employees.

• Consult with restaurant operators to answer questions about their business and/or technology, assisting to identify potential solutions for their business • Connect restaurant operators to vetted 3rd party vendor solutions, acting as advocate and broker to facilitate best solution at preferred pricing • Proactively build relationships with our parent company sales organization, positioning yourself as a trusted resource for them and their customers • Assist in new 3rd party partner vetting • Continuously learn about new restaurant technology and how it fits into a restaurant business • Support internal and external events and needs, including webinars, podcast guest spots, food shows, and more • Work collaboratively with Product, Content, and Growth partners to inform team strategies