Direct Bill Specialist
About The Position
R&R Insurance Services, Inc. is seeking a detail-oriented, accurate, and driven Direct Bill Specialist to join its Accounting Team. This highly administrative role supports the Accounting Department by posting direct bill commissions received from carriers and maintaining accurate records of statements. The specialist protects the agency’s interests and profits by ensuring commission statements are accurate, appropriately filed, and posted in a timely manner, and by requesting additional information and verifying unusual data when necessary. The role includes assigning direct bills to the correct policy periods, posting statements to the ledger, adding received checks to the daily deposit, coordinating payments to insurance companies for return commissions, and managing accounts receivable through daily deposit entry and application of payments to customer accounts. The listed duties are not exhaustive and may be expanded as necessary.
Requirements
- 1–3 years of experience in a data entry or clerical role.
- Strong computer skills, including Microsoft Office products; basic Excel skills are required.
- Excellent time management skills and ability to thrive in a fast-paced environment with a high sense of urgency.
- Strong organizational skills and ability to prioritize multiple tasks with excellent attention to detail and accuracy.
- Highly developed written and verbal communication skills.
- Strong analytical and problem-solving skills.
- Collaborative, communicative, and able to work effectively in a team environment.
- Self-motivated and proactive.
Nice To Haves
- Experience in the accounting field or with an insurance agency or brokerage is a plus.
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.
- Maintain accurate records of statements and ensure commission statements are accurate, appropriately filed, and posted in a timely manner.
- Request additional information and verify unusual data when necessary.
Benefits
- Competitive salary.
- Paid time off.
- Three hours of flex time per pay period after the probationary period.
- Generous paid vacation and paid holiday schedule.
- Discounted passes to local area attractions.
- Onsite workout facility at the Waukesha location.
- Sit/stand desks for ergonomic comfort.
- 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 accounts.
- Discount on personal auto and homeowners insurance.
- Opportunity to advance your career.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
