What are the responsibilities and job description for the Direct Bill Team Lead position at Hylant?
The Opportunity
The Direct Bill Intake Team Lead is responsible for overseeing the daily operations of the direct bill intake function, including tracking, reconciling, and processing commissions received from insurance carriers for direct bill policies. This role provides leadership, direction, and support to team members to ensure work is completed accurately, efficiently, and within established timelines.
The Team Lead is accountable for ensuring commissions are recorded correctly, discrepancies are resolved promptly, and financial reporting is accurate and timely, while also driving consistency and standardization across the team.
The ideal candidate has accounting knowledge with demonstrated leadership, problem-solving, and the ability to guide and develop others within a fast-paced environment.
In This Role, You Will Execute On
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.
Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.
The Direct Bill Intake Team Lead is responsible for overseeing the daily operations of the direct bill intake function, including tracking, reconciling, and processing commissions received from insurance carriers for direct bill policies. This role provides leadership, direction, and support to team members to ensure work is completed accurately, efficiently, and within established timelines.
The Team Lead is accountable for ensuring commissions are recorded correctly, discrepancies are resolved promptly, and financial reporting is accurate and timely, while also driving consistency and standardization across the team.
The ideal candidate has accounting knowledge with demonstrated leadership, problem-solving, and the ability to guide and develop others within a fast-paced environment.
In This Role, You Will Execute On
- Serve as the first point of escalation for complex discrepancies, carrier issues, and internal questions.
- Train, mentor, and support onboarding of new and existing team members.
- Oversee and support the recording of direct bill commission statements into the agency management system, ensuring accuracy and consistency.
- Ensure commissions are properly allocated across client accounts, providing guidance on complex scenarios.
- Review and guide reconciliation of carrier commission statements to internal records and expected revenue.
- Work with carriers and internal teams to correct variances.
- Prepare journal entries and assist with month-end close processes related to commission.
- Communicate with insurance carriers regarding commission statements, adjustments, and payment issue.
- Partner with account managers and service teams to ensure accurate records.
- Assist with system implementation, testing, and process automation initiatives.
- Lead continuous improvement initiatives to streamline commission workflows, improve accuracy, and increase efficiency.
- Drive initiatives to transition carriers from paper checks to electronic payment methods (EFT/ACH).
- Collaborate with operations teams to improve data integrity across the organization.
- Perform other duties and special projects as requested.
- Bachelor’s degree in Accounting, Finance, Business, or related field preferred or equivalent experience.
- Minimum of five years of experience in accounting, direct billing or similar work.
- Familiarity with direct bill vs. agency bill processes in the insurance industry.
- Experience with Applied Epic preferred.
- Proficiency in Microsoft Excel (pivot tables, VLOOKUPs, data analysis).
- Strong attention to detail and high level of accuracy.
- Analytical and problem-solving skills.
- Understanding of accounting principles and financial reconciliation.
- Ability to manage multiple deadlines and prioritize tasks.
- Ability to coordinate team priorities and manage competing demands.
- Strong organizational and leadership skills with a proactive approach to problem-solving.
- Strong communication and collaboration skills.
- High level of integrity and confidentiality.
- Ability and willingness to travel by car or airplane for meetings, conferences, or other business-related functions.
- Must be legally authorized to work in the United States.
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.
Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.