Direct Bill Specialist - Remote

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives. If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.

About the role

The Direct Bill Specialist plays a pivotal role in the organization's financial operations. This position requires the consistent exercise of discretion and independent judgment in applying and interpreting Company policies, and implementing operational improvements related to the Company’s financial well-being. The Direct Bill Specialist is responsible for executing and optimizing accounting processes to ensure the smooth and accurate flow of financial operations. This role is also responsible for collaborating with other departments and stakeholders on financial matters.

Responsibilities

• Execute and self-manage a variety of accounting transactions within the AMS system, including retrieving carrier/broker commission statements, tracking ACH payments, entering receipts and confirming payments, and ultimately reconciling and finalizing the direct bill commission statement
• Independently audit the commission compensation percentages on each transaction based on the employee’s commission agreements in the AMS system
• Communicate discrepancies or policy setup issues to the servicing staff and follow-up on the outcome
• Review month-end unapplied cash reports to identify discrepancies and collaborate with internal and external stakeholders to resolve the unapplied balances
• Act as a frontline process optimizer by providing ongoing feedback on the development and implementation of AMS system modifications to enhance operational efficiency and effectiveness
• Work within 3rd party system, creating reconciliations that will write back the AMS system, creating the carrier/broker commission statement in Epic setting up the producer commission payable
• Maintain accurate and organized accounting records and documentation
• Research and process direct bill commission due statements to the carrier
• Complete other month-end close tasks as needed

Requirements

• Strong organizational, analytical and interpersonal skills
• Strong verbal and written communication skills
• Ability to maintain confidentiality
• Ability to thrive in a fast-paced environment
• Ability to work effectively across multiple internal functional groups
• Ability to make accurate, independent decisions based on data provided

Qualifications

• Experience in property and casualty insurance brokerage operations necessary
• Applied Epic experience preferred
• Intermediate level of proficiency with Microsoft Excel

Pay

The typical base pay range for this role nationwide is $60,000 to $65,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per the company policy
• Employee perks and discounts