Direct Bill Supervisor

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.

Requirements

• 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