Risk Strategies Company · 18 hours ago
Direct Billing Supervisor
United States
Full-time
Remote
Senior Level
$52K/yr - $85K/yr
5+ years expRisk Strategies Company is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice and insurance placement. The Direct Bill Supervisor will oversee the Direct Bill team, manage relationships with carriers and brokers, and ensure accuracy in commission processing and financial reporting.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
Responsibilities
Manage the Direct Bill team based in the U.S., providing guidance, support, and coaching
Oversee offshore team collaboration (RSP and other offshore partners) to ensure accuracy and efficiency in processing
Conduct regular one-on-one meetings with staff to directly manage, develop, provide feedback, identify training needs, and offer mentorship, support, or training as needed
Act as the point of escalation for complex direct bill issues and outages, working with carriers, branches, and internal stakeholders to ensure timely resolution
Establish and maintain strong relationships with carriers, brokers, and branch offices to support direct bill operations
Coordinate with banking teams to manage direct bill cash receipts, deposits, and ACH payments
Own the health and maintenance of the Direct Bill subledger, ensuring timely reconciliations and accuracy in financial records
Analyze, research, and resolve complex issues impacting direct bill accounting processes while ensuring compliance and maintaining strong relationships with carriers and brokers
Review, create, and implement process improvements that increase efficiency and accuracy while identifying long-term solutions to recurring challenges
Oversee carrier/broker login credentials, producer code lists, and banking information to ensure proper access, accuracy, and compliance
Collaborate with Business Ops, IT Ops, National Broker Ops, and Corporate Finance to resolve system/data issues, implement process changes, and maintain accuracy in financial tools (Comulate, Epic, etc.)
Collaborate with the Accounting Integration team to transition new work into a centralized environment, escalate issues as needed, and prepare the team for workflow changes related to new conversions
Ensure all commission statements are received and reconciled before month-end close
Conduct monthly audits of the Direct Bill subledger for balancing, process adherence, and unresolved commission receipts
Review balances and confirm accuracy against the General Ledger (GL)
Monitor and report on aged items, reconciling variances and working with branches on timely resolution
Compile and analyze financial data for leadership reporting and special projects
Develop and implement training plans for U.S. and offshore staff to ensure consistency and quality in direct bill processing
Cross-train team members across P&C and L&H to ensure workflow continuity during peak periods or absences
Define and maintain KPIs related to team productivity, reconciliation timeliness, and accuracy
Provide regular reporting and insights to leadership on the health of direct bill processing
Qualification
Required
5+ years of experience in insurance accounting, direct bill, or related field
Strong understanding of commission reconciliations, subledger management, and accounting principles
Proficiency in Comulate, Epic, AMS360, BenefitPoint, Smartsheet, and Microsoft Office Suite (Excel, Outlook, Word, Teams)
Excellent communication and interpersonal skills for collaboration with internal and external stakeholders
Strong attention to detail, problem-solving abilities, and time management skills
Ability to thrive in a fast-paced environment and manage multiple priorities effectively
Preferred
Bachelor's degree in Accounting, Finance, or related field
Prior experience managing U.S. and offshore staff
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.
5001-10000 employees
H1B Sponsorship
Risk Strategies Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (4)
2022 (3)
2021 (3)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Jeff M. Clinkscales
SVP, West Region Private Client Leader
Lawrence Hartley
Senior Vice President
Recent News
Company data provided by crunchbase