Direct Bill Triage Accountant
About The Position
Seeking a highly skilled and detail-oriented Direct Bill Triage Accountant to support insurance agencies as they transition to standardized direct bill accounting processes. The role supports a smooth post-conversion experience by resolving accounting and operational issues, reinforcing new workflows, and ensuring accurate posting, reconciliation, and reporting of direct bill commissions. The accountant serves as a resource for agency teams and collaborates with Direct Bill Operations leadership, regional accounting teams, insurance carriers, and other internal business partners. This is a project-based, full-time position that concludes upon successful completion of assigned agency conversion activities. The role is remote and regionally based, with a target base salary of $70,000–$75,000. The ideal candidate is proactive and adaptable, has a strong background in insurance accounting, communicates effectively, and thrives in a fast-paced, dynamic environment.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- Knowledge of insurance brokerage accounting and billing processes.
- Experience with insurance agency management systems.
- Advanced Microsoft Excel skills, including formulas, filtering, PivotTables, and analysis of large-volume data.
- Strong reconciliation, analysis, organization, and problem-solving skills.
- Excellent written and verbal communication skills.
- Ability to clearly explain accounting and operational processes to non-accounting audiences.
- Strong attention to detail and commitment to accuracy and process integrity.
- Ability to build relationships quickly and work effectively with agency staff during operational change.
- Ability to maintain confidentiality and handle sensitive client, employee, and company information appropriately.
Nice To Haves
- Experience with Applied Epic and/or BenefitPoint systems.
Responsibilities
- Guide agencies through the post-conversion period, supporting adoption of standardized direct-billing processes and procedures.
- Lead recurring meetings with agency staff to address outstanding items, answer questions, and support process adoption.
- Identify and resolve accounting gaps, errors, and workflow issues related to conversions.
- Monitor and reconcile direct-bill transactions to ensure commissions are accurately posted to client accounts and the general ledger.
- Research discrepancies in carrier statements, commissions, banking activity, and account balances.
- Collaborate with Direct Bill leadership and regional accounting teams to resolve reconciliation issues.
- Deliver training and create job aids for commission-processing software, agency management systems, and direct-billing procedures.
- Support agency staff in learning new accounting systems, workflows, and reporting requirements.
- Coordinate with carrier relations and other internal teams to support effective post-conversion processes.
- Communicate conversion progress, risks, outstanding issues, and recommended next steps to leadership.
- Manage multiple agency transitions and competing priorities concurrently.
- Contribute to continuous improvement by enhancing conversion playbooks, training materials, workflows, and implementation processes.
Benefits
- Competitive medical, dental, and vision coverage
- Employer-paid short-term and long-term disability
- Paid parental leave
- PTO and sick leave
- Employee Assistance Program and additional wellness resources
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What This Job Offers
Job Type
Full-time
