Manager, National Direct Bill Retail

Summary

Join World Insurance Associates as a Direct Bill Manager and lead a team of 17 Commission Analysts, leveraging your financial expertise and problem-solving skills to optimize our direct bill reconciliation processes. This role involves managing cash, policies, and carrier payments using the Comulate platform, ensuring accurate financial reporting and compliance. You will collaborate with various stakeholders, including client managers, operations leadership, and accounting/finance teams. The position offers the opportunity to work remotely from anywhere in the United States and contribute to a fast-growing insurance brokerage firm. This is an excellent opportunity to utilize your financial, analytical, and problem-solving skills to manage and build enhanced operational processes for accurate monthly financial posting and reporting.

Requirements

• 7 years of experience in an insurance accounting function, ideally within a national brokerage firm or similar function of an insurance company
• Minimum of 3–5 years in a supervisory capacity
• Experience with reconciliation technology platforms, with a preference for Comulate or similar automation tools
• Well-organized and detail-oriented, with the ability to manage multiple projects and competing deadlines
• Strong analytical, critical thinking, and problem-solving skills
• Proficiency in Microsoft Office, particularly Excel
• Ability to adapt to technological advancements and drive process improvements through automation

Responsibilities

• Manage a team of 17 Commission Analysts, with 4-5 direct reports
• Establish structured models and processes for commissions activities and variances across all offices, leveraging Comulate’s automation capabilities
• Cash management: Utilize Comulate to track commissions posted, reconcile against anticipated revenue, conduct audits, and run variance reports to support cash management. Collaborate with internal teams or external carriers to validate payments and collect outstanding amounts
• Policy management: Assist client management teams with reviewing and/or correcting estimated premium/commission splits and production credit. Guide users in responding to direct bill activities for timely resolution
• Carrier payments: Use reporting and analytic tools to research missing payments and obtain carrier statements for accurate reconciliation. Review unreconciled revenue and track missing deposits
• Reconciliation & Reporting: Ensure 100% reconciled cash each month by leveraging Comulate’s automation and a best-in-class onshore team. Use data to enhance accuracy and efficiency in reporting processes
• Collaboration & Compliance: Work closely with accounting, finance, and operations teams on all transactional tasks, including addressing direct bill policy and cash management inquiries
• Perform cyclical accounting duties, including month-end close journal entries, account reconciliations, and audit support
• Assist in coordinating and resolving agency and carrier licensing issues, as well as tracking carrier revenue

Preferred Qualifications

Applied Epic management system experience is a plus

Benefits

The ideal candidate may work remotely from anywhere in the United States