What are the responsibilities and job description for the Direct Bill Supervisor position at Novatae Risk Group?
Position Summary
The Direct Bill Supervisor is responsible for overseeing the direct bill function within a wholesale insurance organization, ensuring accurate, timely, and compliant processing of carrier-direct billed policies, commissions, and reconciliations. This role leads the day-to-day operations of the direct bill team, serving as a subject matter expert and escalation point while driving consistency, controls, and process improvement.
The position requires strong operational oversight, attention to detail, and working knowledge of wholesale insurance billing practices, carrier relationships, and accounting controls.
Primary Responsibilities
Work Experience
Physical Demands
Office work. Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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The Direct Bill Supervisor is responsible for overseeing the direct bill function within a wholesale insurance organization, ensuring accurate, timely, and compliant processing of carrier-direct billed policies, commissions, and reconciliations. This role leads the day-to-day operations of the direct bill team, serving as a subject matter expert and escalation point while driving consistency, controls, and process improvement.
The position requires strong operational oversight, attention to detail, and working knowledge of wholesale insurance billing practices, carrier relationships, and accounting controls.
Primary Responsibilities
- Supervise daily operations of the direct bill team, ensuring timely and accurate processing of direct billed policies and commissions
- Review and approve reconciliations between carrier statements, internal systems, and commission reports
- Serve as escalation point for complex billing issues, discrepancies, and carrier inquiries
- Ensure compliance with internal controls, accounting standards, and carrier agreements
- Partner with accounting, operations, producers, and carrier partners to resolve billing and commission issues
- Monitor workloads, performance, and accuracy metrics for the direct bill team
- Assist with month-end and year-end close activities related to direct bill transactions
- Support audits by providing documentation, reconciliations, and process explanations
- Identify process improvement opportunities to enhance efficiency, accuracy, and scalability
- Train, coach, and develop direct bill staff to ensure consistent application of policies and procedures
- Maintain and document standard operating procedures (SOPs) for direct bill processes
Work Experience
- 5?8 years of experience in insurance billing, accounting operations, or financial operations, preferably within wholesale insurance, MGA/MGU, or brokerage environments
- Prior experience in a lead or supervisory role strongly preferred
- Hands-on experience with direct bill processing, carrier statements, and commission reconciliation
- Experience working with accounting systems and agency management systems (e.g., Epic, AMS, Vertafore, Applied, or similar)
- Strong understanding of direct bill insurance processes and carrier billing cycles
- High attention to detail with strong reconciliation and problem-solving skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Effective people leadership and coaching capabilities
- Strong communication skills with internal stakeholders and external carrier partners
- Solid judgment and ability to interpret billing agreements and policies
- Proficiency in Excel and financial systems
- Comfort working in a remote environment with distributed teams
- Bachelor?s degree in Accounting, Finance, Business Administration, or related field preferred
- Equivalent relevant experience may be considered in lieu of a degree
Physical Demands
Office work. Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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