Direct Bill Commission Team Lead

Legacy Risk Solutions LLC•Gainesville, GA

About The Position

The Direct Bill Commission Manager 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.

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

Responsibilities

Lead, mentor, and develop a team of direct bill commission specialists.
Establish performance standards, productivity goals, and quality metrics.
Conduct regular team meetings, coaching sessions, and performance evaluations.
Develop training materials and onboarding programs for new team members.
Foster a culture of accountability, collaboration, and continuous improvement.
Oversee the receipt, processing, and reconciliation of direct bill commission statements from insurance carriers.
Ensure commissions are accurately applied within the agency management system.
Investigate and resolve commission discrepancies, shortages, and carrier reporting issues.
Maintain accurate documentation supporting commission adjustments and corrections.
Assist with month-end, quarter-end, and year-end financial reporting processes.
Implement and maintain internal controls related to commission processing.
Support internal and external audits by providing documentation and analysis.
Identify opportunities to streamline workflows and improve efficiency.
Develop and document standard operating procedures.
Collaborate with agency leadership on automation initiatives and system enhancements.
Utilize reporting tools to monitor trends, identify issues, and improve operational performance.
Serve as the primary escalation point for complex carrier commission issues.
Partner with service teams, producers, accounting staff, and leadership to address commission concerns.
Communicate process updates and policy changes across departments.