Direct Bill Specialist

We are seeking a Direct Bill Specialist in Charlotte, NC with a hybrid work schedule.

The Direct Bill Specialist will provide day-to-day Direct Bill processing and reconciliation support, principally for Howden US, with a focus on Health & Benefits and Private Client portfolios. This role ensures carrier and vendor statements are collected, reconciled, and processed accurately and on time; investigates billing and commission discrepancies; monitors aging and unapplied cash; and maintains complete, accurate records within the agency management system.

Working closely with carriers, finance, and operations teams to ensure accurate commission posting and revenue recognition, transparent reporting, timely escalation, and high-quality stakeholder service.

• Collect carrier and vendor statements and complete timely, accurate processing and reconciliation within agreed timelines, escalating exceptions where required.
• Reconcile carrier commission statements to agency management system records and ensure commissions are posted and applied to the correct policy and client accounts.
• Investigate and resolve billing, commission, and reconciliation discrepancies in partnership with carriers and internal stakeholders.
• Monitor Direct Bill aging, outstanding balances, and unapplied cash, following through with carriers and internal teams to resolve past‑due or at‑risk items.
• Maintain carrier portal access and credentials and download statements on schedule to support reconciliation, month‑end processing, and reporting requirements.
• Coordinate and steer prioritization with offshore reconciliation partners and operations teams to ensure timely issue resolution.
• Respond to business and customer requirements with agility, professionalism, and sound judgment, while upholding the highest ethical standards in all interactions.

• Maintain accurate, up‑to‑date system records and support Direct Bill accounting operations, KPI reporting, and management information.
• Use data‑driven insights to prioritize aging and reconciliation activity, identify escalation needs, and communicate risks and progress clearly.
• Support assigned initiatives and actively contribute to cross‑functional process improvement projects.
• Perform and validate account reconciliations with carriers, markets, and clients, ensuring issues are identified, investigated, and resolved efficiently and accurately.
• Respond to Direct Bill and account‑related inquiries promptly and in line with defined service standards.

• Ensure compliance with company policies, procedures, and all applicable legal and regulatory requirements.
• Stay informed of relevant legal, regulatory, and market changes affecting the role and the business.

• In‑depth understanding of the Direct Bill lifecycle, including carrier and vendor statement collection, reconciliation, commission posting, aging management, and unapplied cash resolution within an agency management system; hands‑on Applied Epic tactical experience is highly desirable.
• 2+ years of experience in Direct Bill, insurance accounting, commission reconciliation, or comparable accounting operations, preferably within an agency environment.
• Experience collaborating with offshore or cross‑functional partners is a plus.
• Results‑oriented professional with the ability to execute independently, manage Direct Bill and accounting processes accurately, and deliver high‑quality outcomes in a fast‑paced environment.
• Strong analytical and problem‑solving skills, with the ability to interpret, manipulate, and draw insights from financial and operational data to identify trends,…