What are the responsibilities and job description for the Direct Bill Commission Team Lead position at Legacy Risk Solutions?
Description
About Legacy Risk Solutions
Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals. Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners.
Position Summary
The Direct Bill Commission Manager is responsible for overseeing all direct bill commission processes, ensuring accurate reconciliation, timely revenue recognition, and compliance with carrier agreements. This role leads a team of commission specialists, drives process improvements, resolves commission discrepancies, and partners with Accounting, Operations, Carrier Relations, and Client Service teams to maximize efficiency and revenue integrity.
What You'll Do
Leadership & Team Management
What We're Looking For
Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds.
About Legacy Risk Solutions
Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals. Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners.
Position Summary
The Direct Bill Commission Manager is responsible for overseeing all direct bill commission processes, ensuring accurate reconciliation, timely revenue recognition, and compliance with carrier agreements. This role leads a team of commission specialists, drives process improvements, resolves commission discrepancies, and partners with Accounting, Operations, Carrier Relations, and Client Service teams to maximize efficiency and revenue integrity.
What You'll Do
Leadership & Team Management
- Lead, mentor, and develop a team of direct bill commission specialists.
- Establish performance standards, productivity goals, and quality metrics.
- Conduct regular team meetings, coaching sessions, and performance evaluations.
- Develop training materials and onboarding programs for new team members.
- Foster a culture of accountability, collaboration, and continuous improvement.
- Oversee the receipt, processing, and reconciliation of direct bill commission statements from insurance carriers.
- Ensure commissions are accurately applied within the agency management system.
- Investigate and resolve commission discrepancies, shortages, and carrier reporting issues.
- Maintain accurate documentation supporting commission adjustments and corrections.
- Assist with month-end, quarter-end, and year-end financial reporting processes.
- Implement and maintain internal controls related to commission processing.
- Support internal and external audits by providing documentation and analysis.
- Identify opportunities to streamline workflows and improve efficiency.
- Develop and document standard operating procedures.
- Collaborate with agency leadership on automation initiatives and system enhancements.
- Utilize reporting tools to monitor trends, identify issues, and improve operational performance.
- Serve as the primary escalation point for complex carrier commission issues.
- Partner with service teams, producers, accounting staff, and leadership to address commission concerns.
- Communicate process updates and policy changes across departments.
What We're Looking For
- Bachelor’s degree in Accounting, Finance, Business Administration, or related field
- Minimum 5 years of insurance agency direct bill commission experience
- Minimum 2 years of leadership or supervisory experience
- Experience with agency management systems such as Applied Epic, AMS360, Vertafore, or similar platforms.
- Advanced proficiency in Microsoft Excel, including pivots, lookups, and data analysis.
- Excellent problem-solving and decision-making abilities.
- High level of integrity and confidentiality
- Strong attention to detail and accuracy
- Analytical mindset with problem-solving ability
- Clear written and verbal communication skills
- Process improvement mindset with the ability to identify inefficiencies, implement solutions and drive operational excellence
- Medical, dental, and vision insurance
- 401(k) with company match
- Flexible Spending Account (FSA)
- Life insurance
- Short-term and long-term disability insurance
- Accident and critical illness insurance options
- Generous Paid Time Off (PTO)
Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds.