Job title: Direct Bill Triage Accountant
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Accountant Direct Bill Commission Associate
Location: Fort Washington, PA
Job published: 10/27/2026
Job ID: 162353

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.

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