Direct Bill Commission Team Lead

The Direct Bill Commission Team Lead is responsible for overseeing all direct bill commission processes, ensuring accurate reconciliation, timely revenue recognition, and compliance with carrier agreements. This role leads a team of commission specialists, drives process improvements, resolves commission discrepancies, and partners with Accounting, Operations, Carrier Relations, and Client Service teams to maximize efficiency and revenue integrity.

What You Will Do

Leadership & Team Management: Lead, mentor, and develop a team of direct bill commission specialists. Direct Bill Commission Management: Oversee the receipt, processing, and reconciliation of direct bill commission statements from insurance carriers. Financial Controls & Reconciliation: Assist with month-end, quarter-end, and year-end financial reporting processes. Process Improvement & Technology: Identify opportunities to streamline workflows and improve efficiency.

Why It Might Be a Fit

We're looking for a leader with a strong analytical mindset, excellent problem-solving and decision-making abilities, and a high level of integrity and confidentiality. You should have experience with agency management systems, advanced proficiency in Microsoft Excel, and clear written and verbal communication skills.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field
• Minimum 5 years of insurance agency direct bill commission experience
• Minimum 2 years of leadership or supervisory experience
• Experience with agency management systems such as Applied Epic, AMS360, Vertafore, or similar platforms.
• Advanced proficiency in Microsoft Excel, including pivots, lookups, and data analysis.
• Excellent problem-solving and decision-making abilities.
• High level of integrity and confidentiality
• Strong attention to detail and accuracy
• Analytical mindset with problem-solving ability
• Clear written and verbal communication skills
• Process improvement mindset with the ability to identify inefficiencies, implement solutions and drive operational excellence

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Flexible Spending Account (FSA)
• Life insurance
• Short-term and long-term disability insurance
• Accident and critical illness insurance options
• Generous Paid Time Off (PTO)