Direct Bill Manager

Howden • Charlotte, NC

1d • $110,000 - $140,000 • Hybrid

About The Position

The Direct Bill Manager oversees Direct Bill operations for Health & Benefits and Private Client portfolios at Howden Specialty LLC, ensuring the timely collection, reconciliation, and processing of carrier and vendor statements. The position oversees offshore reconciliation activities, resolves billing and commission discrepancies, monitors aging and outstanding balances, and drives the timely resolution of unapplied cash and other at-risk items. Working closely with carriers, producers, account managers, clients, and Finance, the role ensures accurate revenue recognition, transparent reporting, and effective escalation management. The individual serves as a key operational and stakeholder liaison, delivering exceptional service, maintaining strong business relationships, and supporting the highest standards of accuracy, accountability, and professionalism.

Requirements

• In-depth understanding of the Direct Bill lifecycle, including statement collection and reconciliation, within an agency management system; hands-on Applied Epic tactical experience is highly desirable.
• Proven experience in accounting operations, preferably within an IBA or comparable agency environment.
• Experience leading and managing an offshore team responsible for reconciliation and month-end processing, developing the relationship as a full extension of the on-shore team.
• Results‑oriented professional with the ability to execute independently, manage operational and accounting processes accurately, and deliver high‑quality outcomes in a fast‑paced environment.
• Strong analytical and problem‑solving skills, with the ability to interpret, manipulate, and draw insights from financial and operational data to identify trends, risks, and solutions.
• Solution‑oriented mindset, capable of prioritizing tasks, resolving issues efficiently, and escalating appropriately when needed.
• Proven ability to interpret, implement, and consistently enforce policies, procedures, internal controls, and governance requirements.
• Clear, confident verbal and written communication skills, including the ability to translate data into actionable insights and influence outcomes.
• Collaborative team player and role model, contributing positively across functions and supporting shared objectives.
• Self‑motivated with a proactive approach to learning and continuous improvement.
• Proficient in Microsoft Office applications, particularly Excel, Word, and PowerPoint.

Nice To Haves

• hands-on Applied Epic tactical experience is highly desirable

Responsibilities

• Oversee end-to-end Direct Bill operations, principally for Health & Benefits and Private Client portfolios, ensuring timely and accurate statement collection, reconciliation, and processing, with clear escalation protocols in place where required.
• Manage the collection of carrier and vendor statements, directing the offshore team to complete account reconciliations and month-end processing with markets and clients within agreed timelines.
• Identify and resolve discrepancies between carrier commission statements and agency management system records, ensuring commissions are accurately posted and applied to the correct policy and client accounts.
• Monitor direct bill aging and outstanding balances, following up with carriers and internal teams to clear unapplied cash and past-due items in a timely manner.
• Provide regular reporting and transparency into aging items, including clear visibility for stakeholders and timely escalation of at-risk or long-outstanding balances.
• Manage carrier portal access and credentials, ensuring regular and timely downloading of statements to support reconciliation and reporting timelines.
• Partner with producers, account managers, and Finance to resolve client billing discrepancies and support accurate commission accrual and revenue recognition.
• Build and maintain strong relationships with internal and external stakeholders, serving as an effective escalation point when needed; this includes principal support for the Health & Benefits and Private Client portfolios.
• Respond to business and customer requirements with agility, professionalism, and sound judgment, while upholding the highest ethical standards in all interactions.
• Maintain accurate, up‑to‑date system records and deliver accounting operations, KPI reporting, and management information.
• Use data‑driven insights to steer execution priorities, identify escalation needs, and communicate effectively through clear data storytelling.
• Lead assigned initiatives and actively contribute to cross‑functional projects.
• Oversee account reconciliations performed by the offshore team with markets and clients, ensuring issues are identified, investigated, and resolved efficiently and accurately.
• Respond to account‑related inquiries promptly and in line with defined service standards.
• Ensure compliance with company policies, procedures, and all applicable legal and regulatory requirements.
• Maintain accurate records and ensure HR and T&C documentation is current and properly authorized in line with internal processes.
• Monitor and assess regulatory and legal developments impacting IBA operations, implementing appropriate operational responses as needed.
• Stay informed of relevant legal, regulatory, and market changes affecting the role and the business.

Benefits

• Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
• 401(k) retirement plan
• Flexible Paid Time Off and paid parental leave
• Life and Disability insurance
• discretionary bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed