Direct Billing Supervisor

As the Direct Bill Supervisor, you will assume a pivotal role in overseeing the Direct Bill team while managing crucial relationships with offshore teams, carriers, brokers, and senior-level business operations. In this role, you will oversee the Direct Bill team and be accountable for the accuracy and efficiency of commission processing, reconciliations, and revenue management across Property & Casualty (P&C) and Life & Health (L&H) lines. You will act as the escalation point for issues. This role plays a key part in enhancing processes, developing training plans, and ensuring the health of the Direct Bill subledger. Additionally, you will define and track productivity metrics, lead team meetings, and provide coaching and mentorship to staff.

*Please Note:

This position is remote, but occasional travel may be required for training, meetings, and collaborative activities. The role also involves frequent overtime, particularly during month-end, year-end, and other high-volume periods, providing valuable opportunities to contribute to key business initiatives. Must have the ability to work overtime & travel as needed or required.

Your Impact:

Team Management

· Manage the Direct Bill team based in the U.S., providing guidance, support, and coaching.

· Oversee offshore team collaboration (RSP and other offshore partners) to ensure accuracy and efficiency in processing.

· Conduct regular one-on-one meetings with staff to directly manage, develop, provide feedback, identify training needs, and offer mentorship, support, or training as needed.

Escalation Handling & Relationship Management

· Act as the point of escalation for complex direct bill issues and outages, working with carriers, branches, and internal stakeholders to ensure timely resolution.

· Establish and maintain strong relationships with carriers, brokers, and branch offices to support direct bill operations.

· Coordinate with banking teams to manage direct bill cash receipts, deposits, and ACH payments.

Process Ownership & Improvement

· Own the health and maintenance of the Direct Bill subledger, ensuring timely reconciliations and accuracy in financial records.

· Analyze, research, and resolve complex issues impacting direct bill accounting processes while ensuring compliance and maintaining strong relationships with carriers and brokers.

· Review, create, and implement process improvements that increase efficiency and accuracy while identifying long-term solutions to recurring challenges.

· Oversee carrier/broker login credentials, producer code lists, and banking information to ensure proper access, accuracy, and compliance.

· Collaborate with Business Ops, IT Ops, National Broker Ops, and Corporate Finance to resolve system/data issues, implement process changes, and maintain accuracy in financial tools (Comulate, Epic, etc.).

· Collaborate with the Accounting Integration team to transition new work into a centralized environment, escalate issues as needed, and prepare the team for workflow changes related to new conversions.

Month-End Close & Financial Reporting

· Ensure all commission statements are received and reconciled before month-end close.

· Conduct monthly audits of the Direct Bill subledger for balancing, process adherence, and unresolved commission receipts.

· Review balances and confirm accuracy against the General Ledger (GL).

· Monitor and report on aged items, reconciling variances and working with branches on timely resolution.

· Compile and analyze financial data for leadership reporting and special projects.

Training & Development

· Develop and implement training plans for U.S. and offshore staff to ensure consistency and quality in direct bill processing.

· Cross-train team members across P&C and L&H to ensure workflow continuity during peak periods or absences.

Metrics & Productivity

· Define and maintain KPIs related to team productivity, reconciliation timeliness, and accuracy.

· Provide regular reporting and insights to leadership on the health of direct bill processing.

Successful Candidates Will Have:

· Bachelor’s degree in Accounting, Finance, or related field (preferred).

· 5+ years of experience in insurance accounting, direct bill, or related field.

· Strong understanding of commission reconciliations, subledger management, and accounting principles.

· Prior experience managing U.S. and offshore staff strongly preferred.

· Proficiency in Comulate, Epic, AMS360, BenefitPoint, Smartsheet, and Microsoft Office Suite (Excel, Outlook, Word, Teams).

· Excellent communication and interpersonal skills for collaboration with internal and external stakeholders.

· Strong attention to detail, problem-solving abilities, and time management skills.

· Ability to thrive in a fast-paced environment and manage multiple priorities effectively.

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America’s fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Pay Range:

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

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