Direct Bill Team Lead

• Lead, mentor, and develop a team of direct bill commission specialists
• Establish performance standards, productivity goals, and quality metrics
• Conduct regular team meetings, coaching sessions, and performance evaluations
• Develop training materials and onboarding programs for new team members
• Oversee receipt, processing, and reconciliation of direct bill commission statements from insurance carriers
• Ensure commissions are accurately applied within the agency management system
• Investigate and resolve commission discrepancies, shortages, and carrier reporting issues
• Maintain documentation supporting commission adjustments and corrections
• Assist with month-end, quarter-end, and year-end financial reporting
• Implement and maintain internal controls related to commission processing
• Support internal and external audits with documentation and analysis
• Identify workflow improvements and develop standard operating procedures
• Collaborate on automation initiatives and system enhancements
• Use reporting tools to monitor trends, identify issues, and improve operational performance
• Serve as the primary escalation point for complex carrier commission issues
• Partner with service teams, producers, accounting staff, and leadership to address commission concerns
• Communicate process updates and policy changes across departments

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field
• Minimum 5 years of insurance agency direct bill commission experience
• Minimum 2 years of leadership or supervisory experience
• Experience with agency management systems such as Applied Epic, AMS
  360, Vertafore, or similar platforms
• Advanced proficiency in Microsoft Excel, including pivots, lookups, and data analysis
• Excellent problem-solving and decision‑making abilities
• High level of integrity and confidentiality
• Strong attention to detail and accuracy
• Analytical mindset with problem‑solving ability
• Clear written and verbal communication skills
• Process improvement mindset with the ability to identify inefficiencies, implement solutions and drive operational excellence

Demonstrates expertise in leading and developing teams within the insurance agency sector, with a strong focus on commission processing, performance management, and operational excellence. Proficient in utilizing agency management systems and advanced Excel for data analysis and reporting.

• Leadership Experience
• Direct Bill Commission Processing
• Agency Management Systems
• Advanced Microsoft Excel
• Process Improvement

• Direct Bill Commission Experience
• Financial Reporting
• Data Analysis
• Performance Standards Development
• Commission Reconciliation

• Problem‑Solving
• Decision‑Making
• Attention to Detail
• Clear Communication
• Integrity

• Bachelor’s Degree in Accounting
• Bachelor’s Degree in Finance
• Bachelor’s Degree in Business Administration

• Insurance Agency
• Commission Processing
• Internal Controls
• Operational Performance
• Workflow Improvements

• Applied Epic
• AMS
  360
• Vertafore
• Reporting Tools