Direct Bill Manager

Role Overview

• Learns the importance of the Direct Bill (Represents 75% of revenue and expense)
• Enters small statements as needed
• Reviews downloaded statements for accuracy of revenue to funds received and reviews the commissions paid and posted
• Works with ops in the field for discrepancies from RSP
• Reviews RSP entered statements for accuracy of revenue to funds received and reviews the commissions paid and posts
• Posts ACH receipts from the bank and posts paper Operating deposits
• Makes every effort to help identify checks that can change to ACH
• Ensures every statement that is in process is posted prior to month end.
• Major revenue check points are 15, 20, 25 and last day of month
• Works with carriers to get missing statements. If issues, pushes to DB lead
• Works with DB lead to consolidate producer codes for same legal entity into one statement
• Completes JE for MVR, Inter-division, or other fees
• Identify potential excel to AL3 statements & work with RSP to utilize excel to AL3 utility for import of statements.

Requirements

• Minimum High School Degree required
• Proficiency in Microsoft office Excel and AMS 360 is preferred.
• Must be able multi-task while maintaining accuracy.
• Must be detailed oriented.
• Accuracy in this position is critical.
• Must have strong time management skills.
• Able to prioritize and meet deadlines.
• Must be able to work in a fast-paced environment.

Benefits

• Company Paid Life Insurance
• Long-Term and Short-Term Disability
• Medical, Dental, Vision and FSA/HSA plans
• 401(k) with company match
• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
• Generous PTO
• An awesome team of professionals!