Direct Bill Specialist

Overview

An independent insurance and financial services firm ranked among the top 20 nationwide is seeking a Direct Bill Specialist. This role involves processing and importing agency commissions related to Property & Casualty Services.

Responsibilities

• Post direct bill transactions by importing data or manual entry into the system
• Reconcile cash received with agency commissions posted
• Perform transaction corrections as requested by management
• Understand and apply accounting processes relevant to the role
• Communicate promptly with management regarding issues such as obtaining carrier statements and processing imports

Core Competencies

• Leadership skills and ability to motivate colleagues (if applicable)
• Analytical and problem-solving abilities to identify challenges and implement effective solutions
• Strong attention to detail to ensure accuracy and thoroughness
• Clear verbal and written communication skills for diverse audiences
• Efficient task and project completion with effective resource and priority management
• Team collaboration and support of shared goals
• Client focus to understand and meet stakeholder needs
• Dependability including punctuality and presence
• Creative thinking to suggest process improvements
• Organizational skills to prioritize and manage multiple projects
• Adaptability to changing priorities and dynamic work environments

Requirements

• 1-3 years of general accounting or clerical experience
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook
• Experience with Applied Epic preferred; knowledge of similar Account Management Systems (AMS) is acceptable

Physical Requirements

• Ability to lift up to 25 pounds
• Frequent use of sight for reading documents and computer screens
• Frequent use of hearing and speech for telephone and in-person communication
• Repetitive hand movements such as keyboarding, writing, and 10-key operation
• Ability to walk, bend, sit, reach, and stretch in various directions

Location

• Fort Worth, TX, or remote work option available