Direct Bill Supervisor

3 weeks, 5 days ago
Full-time
Mid Level
Operations
Patriot Growth Insurance Services

Patriot Growth Insurance Services

Patriot Growth Insurance Services is a leading national insurance services group that collaborates with property and casualty as well as employee benefits sectors to enhance client growth and provide comprehensive risk management and insurance solutions.

Insurance
1K-5K
Founded 2019

Description

  • Lead, coach, and develop a team of Direct Bill Accountants.
  • Serve as the escalation point for complex reconciliations, carrier issues, and unresolved exceptions.
  • Review and approve monthly reconciliations for accuracy, consistency, and compliance.
  • Monitor productivity, quality, and service levels while identifying process improvements.
  • Manage workloads, staffing priorities, and consistent application of direct-bill policies with the Senior Manager.
  • Support agency onboarding, banking transitions, carrier consolidations, and related initiatives.
  • Guide staff in using commission platforms, agency management systems, and reconciliation tools.
  • Collaborate with carriers, client service teams, and agency personnel to resolve escalated issues.
  • Develop training programs, process documentation, and scalable operating best practices.

Requirements

  • Strong knowledge of insurance brokerage, direct-bill processes, and industry regulations.
  • Experience with agency management systems, preferably EPIC and BenefitPoint.
  • Proficiency with accounting software, financial systems, Microsoft Office, and advanced Excel, including pivot tables, formulas, filtering, and large-volume analysis.
  • Proven experience leading, coaching, mentoring, or supervising a team.
  • Strong analytical, organizational, problem-solving, communication, and attention-to-detail skills.
  • Ability to analyze financial data, produce meaningful reports, adopt technology, and maintain confidentiality.
  • Bachelor’s degree in Accounting, Finance, or a related field (preferred).
  • Three to five years of direct billing, accounts receivable, or related insurance brokerage experience (preferred).
  • Experience with Ascend, Comulate, or similar commission platforms (preferred).
  • Experience with onboarding, carrier consolidations, process standardization, or operational transformation (preferred).

Benefits

  • $115,000 salary range.
  • Medical plans with preventive care covered at 100%.
  • Free virtual medical and mental healthcare, healthcare concierge, dental, and vision coverage.
  • Employer-paid short- and long-term disability insurance.
  • Paid parental leave.
  • Personalized PTO, separate sick leave, and company-paid holidays.
  • 401(k) with company match.
  • Employee Assistance Program with confidential mental health, legal, financial, and work-life support.

Interested in this position?

Apply directly on the company website

Apply Now

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