Direct Bill Specialist
Skills
Analytical SkillsFinancial OperationsFinancial TransactionsMicrosoft ExcelPlaysResearch SkillsTraining
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Experience in property and casualty insurance brokerage operations
- Applied Epic experience preferred
- Intermediate proficiency with Microsoft Excel
- Strong organizational skills
- Strong analytical skills
- Strong interpersonal skills
- Strong verbal communication skills
- Strong written communication skills
- Ability to maintain confidentiality
- Ability to thrive in a fast-paced environment
- Ability to work effectively across multiple internal functional groups
- Ability to make accurate independent decisions based on data provided
Nice to have
- Detail-oriented
- Independent
- Collaborative
- Organized
- Analytical
Day to day
- Execute and self-manage accounting transactions in AMS and Epic systems, including commission statements, ACH tracking, receipts, reconciliations, and payment confirmations.
- Audit commission compensation percentages against employee agreements and resolve discrepancies with servicing staff.
- Review month-end unapplied cash reports, research direct bill commission statements, and collaborate across teams to complete close tasks accurately.