Direct Bill Triage Accountant
Overview
This temporary, full-time Direct Bill Triage Accountant role is remote and is designed to support newly onboarded and transitioning agencies as they adopt the organization’s direct bill processes. During the transition period, you will serve as a primary post-conversion resource, helping agencies move from legacy workflows to standardized commission posting, reconciliation, and reporting procedures.
The position partners with Direct Bill Operations leadership, regional accounting teams, agency staff, insurance carriers, and other stakeholders to resolve conversion-related challenges, support process adoption, and ensure direct bill revenue is accurately posted and reconciled throughout the transition period. This role is expected to conclude upon completion of assigned agency conversion activities.
Responsibilities
- Guide agencies through the post-conversion period by explaining and supporting adoption of direct bill processes and procedures.
- Lead recurring meetings and touchpoints with agency staff to review outstanding action items, answer questions, and drive process adoption.
- Identify and resolve conversion-related gaps, errors, and process breakdowns in partnership with Direct Bill leadership.
- Monitor and reconcile direct bill transactions for newly converted agencies to ensure commissions are accurately posted to client accounts and the general ledger.
- Provide training and job aids on commission processing software, agency management systems, and direct bill procedures.
- Collaborate with carrier relations and Operational Design Authority teams to support effective carrier banking, statement delivery, and reconciliation processes post-conversion.
- Communicate conversion progress, risks, and outstanding issues to leadership on a regular basis.
- Support continuous improvement by enhancing conversion playbooks, training materials, and implementation processes.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- Strong knowledge of the insurance brokerage industry, billing processes, and applicable industry regulations.
- Experience with insurance agency management systems, preferably EPIC and BenefitPoint.
- Advanced Microsoft Excel skills, including filtering, formulas, pivot tables, and large-volume data analysis.
- Excellent analytical, organizational, and problem-solving abilities.
- Strong written and verbal communication skills.
- Ability to maintain confidentiality and handle sensitive employee, client, and company information appropriately.
Preferred Qualifications
- 1 to 3 years of accounting experience within a property and casualty insurance brokerage environment.
- Experience supporting agency conversions, system implementations, or large-scale process transitions.
- Experience using Ascend, Comulate, or similar commission processing platforms.
- Training and coaching experience supporting process adoption and operational change.
- Experience reconciling high-volume direct bill and commission transactions.
Compensation & Benefits
Pay Range: $70,000 USD - $75,000 USD
Pay may be determined 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.
The role may be eligible for supplemental compensation, such as a performance-based bonus, commission, or equity (eligibility discussed with Talent Acquisition).
Benefits include:
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a 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
Employment Type
Full-Time, Temporary