Novatae Risk Group · 16 hours ago
Direct Bill Supervisor
United States
Full-time
Onsite
Senior Level
5+ years expNovatae Risk Group is a wholesale insurance organization seeking a Direct Bill Supervisor to oversee the direct bill function. The role involves ensuring accurate and timely processing of direct billed policies and commissions, while leading the direct bill team and driving process improvements.
ConstructionInsuranceManagement Consulting
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
Qualification
Required
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
Company
Novatae Risk Group
Novatae is a Insurance industry.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Anthony Sunseri
Senior Partner
Jon Uyeyama
Senior Partner
Recent News
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