Direct Bill Specialist

R&R Insurance and Wealth Management Career • Waukesha, WI

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About The Position

R&R Insurance Services, Inc. is seeking a detail-oriented Direct Bill Specialist to join its Accounting Team. The role supports the Accounting Department by posting direct bill commissions received from carriers and maintaining accurate records of statements. The specialist helps protect the agency’s interests and profits by ensuring commission statements are accurate, filed appropriately, and posted promptly, while requesting additional information and verifying unusual data when necessary. The listed duties are not all-inclusive and may be expanded as needed.

Requirements

• 1–3 years of experience in a data entry or clerical role.
• Strong computer skills, including Microsoft Office products.
• Basic Excel skills.
• Excellent time management skills and the ability to thrive in a fast-paced environment with a high sense of urgency.
• Strong organizational skills and the ability to prioritize multiple tasks while maintaining excellent attention to detail and accuracy.
• Highly developed written and verbal communication skills.
• Strong analytical and problem-solving skills.
• Ability to collaborate, communicate, and work effectively in a team environment.
• Self-motivated and proactive.

Nice To Haves

• Experience in accounting.
• Insurance agency or brokerage experience.

Responsibilities

• Direct bill each policy to the correct policy period.
• Post statements to the ledger.
• Add checks received to the daily deposit.
• Coordinate payment to insurance companies on return commissions.
• Manage accounts receivable by entering daily deposits and applying them to customer accounts.

Benefits

• Competitive salary.
• Paid time off benefits.
• Three hours of flex time per pay period after the probationary period.
• Paid vacation and paid holidays.
• Discounted passes to local area attractions.
• Onsite workout facility at the Waukesha location.
• Sit/stand desks.
• Community involvement through company fundraising events.
• Company-sponsored committees.
• Company-paid licensing and continuing education.
• Family-friendly work environment with a 37.5-hour work week.
• 401(k) with company match and annual profit sharing.
• Medical, dental, vision, life, and flexible spending account benefits.
• Discount on personal auto and homeowners insurance.
• Opportunity for career advancement.

What This Job Offers

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