Job Description

Direct Bill Triage Accountant

Job Summary

Seeking a highly skilled and detail-oriented Direct Bill Triage Accountant to support insurance agencies during their transition to standardized direct bill accounting processes. This role is pivotal in ensuring a smooth post-conversion experience by resolving accounting and operational issues, reinforcing new workflows, and ensuring the accurate posting, reconciliation, and reporting of direct bill commissions.

As a key resource for agency teams, you will collaborate with Direct Bill Operations leadership, regional accounting teams, insurance carriers, and other internal business partners. This position is project-based and will conclude upon the successful completion of assigned agency conversion activities.

The ideal candidate is a proactive and adaptable professional with a strong background in insurance accounting, excellent communication skills, and the ability to thrive in a fast-paced, dynamic environment.

Compensation / Benefits

• Target Base Salary: $70,000 - $75,000
• Work Arrangement: Remote, regionally based
• Employment Type: Full-Time
• Competitive medical, dental, and vision coverage
• Employer-paid short-term and long-term disability
• Paid parental leave
• PTO and sick leave
• Employee Assistance Program and additional wellness resources

Responsibilities

• Guide agencies through the post-conversion period, ensuring smooth adoption of standardized direct-billing processes and procedures.
• Lead recurring meetings with agency staff to address outstanding items, resolve questions, and support process adoption.
• Identify and resolve accounting gaps, errors, and workflow issues related to conversions.
• Monitor and reconcile direct-bill transactions to ensure commissions are accurately posted to client accounts and the general ledger.
• Research discrepancies in carrier statements, commissions, banking activity, and account balances.
• Collaborate with Direct Bill leadership and regional accounting teams to resolve reconciliation issues.
• Deliver training and create job aids for commission-processing software, agency management systems, and direct-billing procedures.
• Support agency staff in learning new accounting systems, workflows, and reporting requirements.
• Coordinate with carrier relations and other internal teams to ensure effective post-conversion processes.
• Communicate conversion progress, risks, outstanding issues, and recommended next steps to leadership.
• Manage multiple agency transitions and competing priorities concurrently.
• Contribute to continuous improvement by enhancing conversion playbooks, training materials, workflows, and implementation processes.

Qualifications / Requirements

• Education: Bachelor’s degree in Accounting, Finance, or a related field.
• Experience:
  • Knowledge of insurance brokerage accounting and billing processes.
  • Experience with insurance agency management systems, preferably Applied Epic and/or BenefitPoint systems.
  • Advanced Microsoft Excel skills, including formulas, filtering, PivotTables, and analysis of large-volume data.
  • Strong skills in reconciliation, analysis, organization, and problem-solving.
• Skills:
  • Excellent written and verbal communication skills.
  • Ability to clearly explain accounting and operational processes to non-accounting audiences.
  • Strong attention to detail and a commitment to accuracy and process integrity.
  • Ability to build relationships quickly and work effectively with agency staff during periods of operational change.
  • Ability to maintain confidentiality and handle sensitive client, employee, and company information appropriately.

#LI-JW3