Direct Bill Specialist

Alera Group • Tacoma, WA

2d • Hybrid

About The Position

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Direct Billing Specialist who will support billing accuracy, client service excellence, and operational efficiency. This role will focus on direct bill processing, reconciliation, and billing support and collaborate with account managers, carriers, clients, and internal operations teams.

Requirements

• 2+ years of experience in insurance billing, accounts receivable, or agency operations
• Experience working within a brokerage or insurance agency environment preferred
• Strong attention to detail and accuracy in financial transactions
• Ability to manage multiple priorities and deadlines

Nice To Haves

• Experience with EPIC or similar Agency Management Systems
• Understanding of direct bill vs. agency bill processes
• Strong problem-solving and analytical skills
• Detail orientation
• Accountability and follow-through
• Collaborative mindset
• Client-first thinking

Responsibilities

• Process and manage direct bill transactions with carriers
• Ensure accurate application of premiums, payments, and adjustments
• Respond to internal teams and clients regarding billing inquiries
• Maintain billing records in Agency Management System (EPIC or equivalent)
• Reconcile carrier statements and client accounts
• Monitor and resolve discrepancies in a timely manner
• Ensure compliance with internal controls and documentation standards
• Identify billing inconsistencies and recommend process improvements
• Partner with account management teams to support client retention
• Assist with reporting, audits, and month-end close processes as needed

Benefits

• medical
• dental
• life and disability insurance
• 401k
• generous paid time off

What This Job Offers

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