Direct Bill Commission Associate jobs in United States
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INSURICA ยท 1 month ago

Direct Bill Commission Associate

INSURICA is a company seeking a Direct Bill Commission Associate who will provide accounting support related to the research and maintenance of assigned general ledger account balances. The role involves recording carrier statements, matching commission statements with payments, and resolving discrepancies with various stakeholders.

CommunitiesFinancial ServicesInsurance
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Senior Management

Responsibilities

Record direct bill carrier statements for Life and Health and Property and Casualty companies
Retrieve and match Direct Bill commission statements from carriers to payments received
Work with other internal and external (outside contractor) accounting personnel responsible for activities related to direct bill
Review resolve and respond to discrepancies, related to direct bills, with all involved parties of the insurance customer/policy (such as other internal departments, external accounting resources, and carriers)
Process direct bill commission return payments to carriers
Maintain banking setups for DB electronic activity with carriers (i.e. commissions/premiums)

Qualification

Accounting knowledgeExcel proficiencyData entry skillsAutomated agency management systemsInterpersonal skillsTeam environment promotionOrganizational skillsCommunication skillsSelf-motivated

Required

Excellent organizational skills with strong attention to detail
Strong ability to review and format data, as well as resolve data errors
Basic accounting knowledge of journal entries accounts receivable and accounts payable
Accurate data entry and math skills, with the ability to add, subtract, multiply, and divide numbers
Excellent computer skills, with a strong focus on Excel, as well as all other Microsoft Office products (Word, Outlook, Teams, etc.)
Strong understanding of automated agency management systems, with the ability to adapt to new AMS as needed
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
A High School diploma required

Preferred

2-4 Years of Accounting experience (or educational equivalent) with demonstrated knowledge of accounts receivable and payable preferred
College education in accounting courses or equivalent experience preferred
Previous insurance experience preferred
Previous Experience with EPIC agency management system preferred

Company

INSURICA

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INSURICA, is an independent insurance agency that specializes in core industries & business disciplines.

Funding

Current Stage
Late Stage

Leadership Team

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Michael Ross
Chairman & CEO
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Company data provided by crunchbase