Direct Bill Supervisor

Novatae Risk Group • Dallas, TX

1d

About The Position

The Direct Bill Supervisor is responsible for overseeing the direct bill function within a wholesale insurance organization, ensuring accurate, timely, and compliant processing of carrier-direct billed policies, commissions, and reconciliations. This role leads the day-to-day operations of the direct bill team, serving as a subject matter expert and escalation point while driving consistency, controls, and process improvement.

The position requires strong operational oversight, attention to detail, and working knowledge of wholesale insurance billing practices, carrier relationships, and accounting controls.

Requirements

• 5–8+ years of experience in insurance billing, accounting operations, or financial operations, preferably within wholesale insurance, MGA/MGU, or brokerage environments
• Prior experience in a lead or supervisory role strongly preferred
• Hands-on experience with direct bill processing, carrier statements, and commission reconciliation
• Experience working with accounting systems and agency management systems (e.g., Epic, AMS, Vertafore, Applied, or similar)
• Strong understanding of direct bill insurance processes and carrier billing cycles
• High attention to detail with strong reconciliation and problem-solving skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Effective people leadership and coaching capabilities
• Strong communication skills with internal stakeholders and external carrier partners
• Solid judgment and ability to interpret billing agreements and policies
• Proficiency in Excel and financial systems
• Comfort working in a remote environment with distributed teams

Responsibilities

• Supervise daily operations of the direct bill team, ensuring timely and accurate processing of direct billed policies and commissions
• Review and approve reconciliations between carrier statements, internal systems, and commission reports
• Serve as escalation point for complex billing issues, discrepancies, and carrier inquiries
• Ensure compliance with internal controls, accounting standards, and carrier agreements
• Partner with accounting, operations, producers, and carrier partners to resolve billing and commission issues
• Monitor workloads, performance, and accuracy metrics for the direct bill team
• Assist with month-end and year-end close activities related to direct bill transactions
• Support audits by providing documentation, reconciliations, and process explanations
• Identify process improvement opportunities to enhance efficiency, accuracy, and scalability
• Train, coach, and develop direct bill staff to ensure consistent application of policies and procedures
• Maintain and document standard operating procedures (SOPs) for direct bill processes

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level