Direct Bill Associate

Daytona Beach, Florida
Not Specified
Feb 07, 2024
Apr 07, 2024
Job Type
Not Specified
Career Level
Not Specified

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Job Description

The Direct Bill Associate is responsible for processing all phases of direct bill reconciliations for the offices within the Retail division in accordance with established company practices and timelines.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be assigned.

  • Collect, transact, reconcile and record insurance carrier commissions statements and payments.

  • Analyze, identify and record unearned commissions.

  • Review, research and resolve commissions not transacted and sitting in open activities.

  • Leverage software automation for process efficiencies.

  • Analyze and identify trends to become subject matter expert within scope of assigned carrier partner.

  • Collaborate with profit centers to resolve billing errors.

  • Build courteous and successful relationships with carriers and profit centers to maintain efficient practice.

  • Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.

  • Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education.

  • Other duties as assigned.

Education, Experience and Knowledge


  • Working knowledge of financial accounting and state regulations where business is conducted.

  • Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.

  • Proficient in Vertafore AMS360 products.

  • Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)

  • 2+ year work experience in accounts payable in insurance industry.


  • College Degree in a finance-related field.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.