Direct Bill Supervisor

Overview

The organization is seeking a Direct Bill Supervisor to lead a centralized team responsible for accurate, timely recording, reconciliation, and reporting of direct bill revenue across a growing network of agencies. This role serves as the primary escalation point for complex direct bill reconciliation issues and supports commission posting, reconciliation, and reporting.

This is a remote, full-time position.

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 prepared by direct bill accountants to ensure accuracy, consistency, and compliance with established accounting guidelines.
• Monitor team productivity, quality, and service levels; identify opportunities for process improvements and operational efficiencies.
• Partner with the Direct Bill Operations Senior Manager to manage workloads, staffing priorities, and consistent application of direct bill policies and procedures.
• Support agency onboarding activities, banking transitions, carrier consolidations, and other operational initiatives that impact direct bill processing.
• Guide team members in using commission posting platforms, agency management systems, and reconciliation tools to ensure accurate revenue recognition.
• Collaborate with carriers, client service teams, and agency personnel to resolve escalated issues quickly and effectively.
• Assist in developing training programs, process documentation, and best practices to support scalable direct bill operations.

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, financial management systems, and Microsoft Office Suite, particularly Excel.
• 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.
• Excellent written and verbal communication skills.
• Ability to analyze financial data and generate meaningful reports.
• High aptitude for technology, software adoption, and system utilization.
• Ability to maintain confidentiality and uphold ethical standards when handling sensitive information.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• Three to five years of experience in direct billing, accounts receivable management, or a related role within the insurance brokerage industry.
• Prior supervisory or team lead experience within an accounting, finance, or insurance operations environment.
• Experience with Ascend, Comulate, or similar commission processing platforms.
• Experience supporting agency onboarding, carrier consolidations, process standardization, or operational transformation initiatives.

Compensation & Benefits

Pay Range

• $115,000 USD - $115,000 USD

Any offer is based on a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Roles may be eligible for supplemental compensation, such as performance-based bonus, commission, or equity; eligibility will be discussed during the hiring process.

Benefits

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO without traditional accruals, plus separate sick leave
• Competitive 401(k) company match
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

Location

Remote