Direct Bill Insurance Accountant jobs in United States
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ALKEME Insurance · 3 days ago

Direct Bill Insurance Accountant

ALKEME Insurance is seeking a Direct Bill Staff Accountant to manage all aspects of direct bill commission processing, reconciliation, and reporting. This role is essential for ensuring accurate recording of commission revenue and maintaining compliance with accounting procedures.

Employee BenefitsFinancial ServicesInsuranceRisk Management
Hiring Manager
Bryan Krajeski
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Responsibilities

Monitor daily cash receipts for assigned agencies to ensure accuracy and timely processing
Download PDF and Excel commission statements from carrier and broker websites
Organize, distribute, and track commission statements for transaction processing
Proactively follow up on missing commission statements or unmatched transactions
Record direct bill transactions at the policy level using reconciliation software and commission statements as source documentation
Ensure transactions are recorded in the same accounting month as related cash receipts
Reconcile commission activity to identify and resolve discrepancies in a timely manner
Maintain accurate documentation and records in accordance with agency accounting standards
Ensure compliance with internal controls, workflows, and accounting procedures
Communicate effectively with internal accounting staff, operations teams, and agency partners
Provide support and clarification regarding commission discrepancies and reporting questions

Qualification

Applied EpicReconciliation softwareAccounting experienceAdvanced ExcelAttention to detailOrganizational skillsCommunication skillsProblem-solving skills

Required

Minimum of 1–3 years of accounting or financial operations experience, preferably within an insurance brokerage
Strong attention to detail and organizational skills
Excellent written and verbal communication abilities
Strong problem-solving skills with the ability to manage multiple priorities

Preferred

Bachelor's degree in Accounting or Finance preferred
Prior experience with direct bill commission processing strongly preferred
Proficiency with Applied Epic; experience with reconciliation software such as Comulate or Ascend preferred
Advanced Excel and reconciliation skills

Company

ALKEME Insurance

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ALKEME is a full-service insurance agency providing businesses and individuals with an extensive array of commercial and personal insurance, employee and executive benefits, retirement and wealth management services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2025-06-16Private Equity

Leadership Team

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Curtis Barton
Chief Executive Officer and Founder
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Anton Rosandic
Co-Founder, President and Board Member
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Company data provided by crunchbase