Direct Bill Triage Accountant

Direct Bill Triage Accountant

Location: Remote | Regionally Based

Employment Type: Full-Time

Target Base Salary: $70,000 - $75,000

Job Summary

Seeking a Direct Bill Triage Accountant to support newly onboarded and transitioning insurance agencies after conversion to standardized direct bill accounting processes. This position will serve as a primary post-conversion resource for agency teams, helping resolve accounting and operational issues, reinforce new workflows, and ensure that direct bill commissions are accurately posted, reconciled, and reported throughout the transition.

The role will partner closely with Direct Bill Operations leadership, regional accounting teams, agency staff, insurance carriers, and other internal business partners. The position is expected to conclude upon completion of assigned agency conversion activities.

Ideal Candidate

The ideal candidate is a detail-oriented insurance accounting professional who combines technical accounting expertise with strong communication and relationship-building skills. This person should be comfortable troubleshooting discrepancies, explaining new processes, training agency staff, and helping teams navigate operational change. The successful candidate will be proactive, organized, adaptable, collaborative, and comfortable working in a fast-paced environment with multiple agency conversions occurring simultaneously.

Responsibilities

• Guide agencies through the post-conversion period and help teams adopt standardized direct-billing processes and procedures.
• Lead recurring meetings with agency staff to review outstanding items, resolve questions, and support adoption of the process.
• Identify and resolve accounting gaps, errors, and workflow issues related to conversions.
• Monitor and reconcile direct-bill transactions to ensure commissions are accurately posted to client accounts and the GL.
• Research discrepancies in carrier statements, commissions, banking activity, and account balances.
• Partner with Direct Bill leadership and regional accounting teams to resolve outstanding reconciliation issues.
• Deliver training and job aids for commission-processing software, agency management systems, and direct-billing procedures.
• Support agency staff as they learn new accounting systems, workflows, and reporting requirements.
• Coordinate with carrier relations and other internal teams to ensure that carrier banking, statement delivery, and reconciliation processes operate effectively after conversion.
• Communicate conversion progress, risks, outstanding issues, and recommended next steps to leadership.
• Manage multiple agency transitions and competing priorities concurrently.
• Support continuous improvement by enhancing conversion playbooks, training materials, workflows, and implementation processes.

Qualifications / Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• Knowledge of insurance brokerage accounting and billing processes.
• Experience with insurance agency management systems, preferably Applied Epic and/or BenefitPoint systems.
• Advanced Microsoft Excel skills, including formulas, filtering, PivotTables, and analysis of large-volume data.
• Strong skills in reconciliation, analysis, organization, and problem-solving.
• Excellent written and verbal communication skills.
• Ability to clearly explain accounting and operational processes to non-accounting audiences.
• Strong attention to detail and a commitment to accuracy and process integrity.
• Ability to build relationships quickly and to work effectively with agency staff during periods of operational change.
• Ability to maintain confidentiality and to handle sensitive client, employee, and company information appropriately.

Preferred Qualifications

• 1–3 years of accounting experience in a P&C insurance brokerage environment.
• Direct bill and commission accounting experience.
• Experience reconciling high-volume commission and direct-bill transactions.
• Experience supporting agency conversions, system implementations, or large-scale process transitions.
• Experience with Ascend, Comulate, or similar commission-processing platforms.
• Training or coaching experience supporting process adoption.
• Experience developing SOPs, job aids, or process documentation.

Compensation / Benefits

• Target Base Salary: $70,000 - $75,000.
• Work Arrangement: Remote, regionally based.
• Employment Type: Full-Time
• Competitive medical, dental, and vision coverage.
• Employer-paid short-term and long-term disability.
• Paid parental leave.
• PTO and sick leave.
• 401(k) with company match.
• Employee Assistance Program and additional wellness resources.