Direct Bill Supervisor
New
P
Patriot Growth Insurance ServicesInsurance
RemoteFull-TimeManager
Salary115,000 USD per year
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Job Details
- Experience
- Three to five years of experience in direct billing, accounts receivable management, or a related role within the insurance brokerage industry.
- Required Skills
- Microsoft Excel
Requirements
- Strong knowledge of the insurance brokerage industry, direct bill processes, and industry regulations.
- Experience with insurance agency management systems, preferably EPIC and BenefitPoint.
- Proficiency with accounting software and financial management systems.
- Advanced Excel skills, including data filtering, pivot tables, formulas, and large-volume data analysis.
- Proven experience leading, coaching, mentoring, or supervising a team.
- Strong analytical, organizational, problem-solving, and attention-to-detail skills.
- Bachelor's degree in Accounting, Finance, or a related field preferred.
- Three to five years of experience in direct billing, accounts receivable management, or a related role.
- Experience with commission processing platforms like Ascend or Comulate is a plus.
Responsibilities
- Lead, mentor, and develop a team of Direct Bill Accountants, providing coaching, training, and day-to-day support.
- Serve as the primary escalation point for complex reconciliation issues, carrier challenges, and unresolved direct bill exceptions.
- Review and approve monthly reconciliations, ensuring accuracy, consistency, and compliance with accounting guidelines.
- Monitor team productivity, quality, and service levels to identify opportunities for process improvements.
- Partner with the Direct Bill Operations Senior Manager to manage workloads and staffing priorities.
- Support operational initiatives including agency onboarding, banking transitions, and carrier consolidations.
- Guide team members in the use of commission posting platforms and agency management systems.
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