Direct Bill Analyst

Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest‑growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

The Direct Bill Analyst is responsible for ensuring the accurate and timely processing of direct bill statements and deposits. Working closely with account teams and service leaders, this position will also assist in the review and resolution of transaction discrepancies and reconciliation problems. The Direct Bill Analyst must communicate effectively with carriers and internal contacts to align with company guidelines and contract requirements, maintain payment and reconciliation documentation, and collaborate with other members of the Direct Bill team and the Direct Bill Manager on World's accounting processes and procedures.

This is a fully remote role, with office availability as desired in Iselin, NJ.

• Consistently obtain and upload required statements, follow up on triage items, and ensure timely posting of items.
• Process and post 100% of assigned deposits within established time frames, with appropriate communication for incomplete items.
• Investigate auto‑tagged items, resolve outstanding items older than 3 days, and maintain clear documentation of actions taken.
• Solve problems proactively and escalate situations or projects as they develop.
• Build relationships with carrier representatives and internal stakeholders.
• Maintain payment documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices.
• Assist in providing documentation for annual audits and act as a resource during audits.
• Research and respond to all carrier or client‑facing questions upon request.
• Perform special projects and other duties as assigned.

• Insurance industry experience preferred.
• Bachelor of Science degree in Accounting or Finance or equivalent education/experience.
• Proficiency in Excel.
• Strong analytical and problem‑solving skills.
• Strong organizational skills with the ability to prioritize high volume and time‑sensitive transactions.
• Ability to work independently and on a team.
• High degree of professional communication and tactful negotiation skills.
• Knowledge of Applied Epic, Vertafore Benefit Point, Comulate, and other direct bill reconciliation platforms a plus.

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.

In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.