Direct Bill Team Lead

Alera Group•Tacoma, WA

1d•Hybrid

About The Position

Direct Bill Team Lead – Finance & Accounting At Alera Group, we help businesses navigate risk with confidence. Our Finance & Accounting teams are essential to delivering that promise — ensuring accuracy, efficiency, and strong financial operations across our national platform. We’re hiring a Direct Bill Team Lead to oversee receivables and commission-related accounting processes while providing leadership, guidance, and support to a high-performing team. This role blends hands-on accounting expertise with team leadership, making it a great fit for someone who enjoys both executing and elevating the work of others. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service. About the Role The Direct Bill Team Lead is responsible for overseeing day-to-day receivables, commission processing, and related accounting activities while supporting and guiding accounting associates. This role ensures accuracy, timeliness, and consistency across workflows, while also contributing to process improvements and team development. Success in this role looks like maintaining high-quality accounting operations, supporting team performance, and driving efficiencies across receivables and commission processes. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Requirements

Minimum of 2 years of accounting experience
Strong understanding of receivables, commissions, and reconciliation processes
Experience managing high volumes of transactions with accuracy and efficiency
Advanced Excel skills (VLOOKUPs, pivot tables, sorting, filtering)
Proficiency in Microsoft Office (Excel, Word, Outlook)
Strong analytical and problem-solving skills
Ability to manage multiple priorities in a fast-paced environment

Nice To Haves

Experience in a lead, senior, or informal leadership role
Accounting degree or certification
Experience in a shared services accounting environment
Insurance brokerage or commission-based accounting experience

Responsibilities

Provide day-to-day guidance, direction, and support to accounting associates
Serve as a subject matter expert for receivables, commissions, cash receipts, and reconciliations
Assist with onboarding, training, and coaching of team members
Review team output for accuracy, completeness, and compliance with standards
Help prioritize workloads and support the team during peak periods
Foster a collaborative, team-oriented environment
Oversee and perform commission postings, commission statement processing, and cash receipts
Complete and review account reconciliations and resolve discrepancies
Coordinate with client service and operations teams to address issues efficiently
Ensure accurate and timely processing across multiple accounting systems
Maintain documentation, working files, and standard operating procedures
Provide backup support across receivables-related functions
Identify opportunities to improve processes, workflows, and system efficiencies
Support special projects, system enhancements, and reporting needs
Contribute to documentation, controls, and best practice initiatives
Adapt to shifting priorities while maintaining quality and accuracy