Direct Bill Processor

Description

The Insurance Direct Bill Specialist manages all aspects of direct bill payments, including reconciling statements, posting payments, resolving discrepancies, and maintaining accurate financial records. This role also serves as a key contact for billing inquiries, providing timely and professional support to clients, carriers, and internal teams. Success in this position requires strong attention to detail, organizational skills, and clear communication. By ensuring accuracy and efficiency, the specialist supports the agency’s financial integrity and delivers excellent client service.

Success in this role is defined as:

· Basic AMS360 Knowledge 

· One year insurance experience

· Microsoft Office experience

· Excellent attention to detail and problem-solving skills.

· Strong communication and customer service abilities.

Requirements

Responsibilities

· Accurately record and post DB payments in AMS360

· Maintain detailed documentation and reporting for audit and compliance purposes.

· Reconcile carrier DB statements and resolve discrepancies. 

· Pull statements from carrier websites

· Monitor accounts to ensure timely processing and posting of all transactions. 

· Act as a liaison between carriers, clients and internal staff regarding billing matters

Timekeeping Responsibilities 

· Timesheets submitted daily and all-time entries include detailed notes. 

· Keep an accurate record of time spent on each task using timers. 

· Non-billable admin time should be 10% or less than the total time worked. 

Professional/Team Effort 

• Attend      / participate in all required meetings  
• Clock      in/out according to policy 
• Find      opportunities to prevent loss to Angela Adams Consulting and Angela Adams      Consulting Clients 
• Plan,      coordinate, and organize work effectively  
• Adhere      to Angela Adams Consulting core values 
• Adhere      to Angela Adams Consulting employee guide – maintain confidentiality,      limit absenteeism, communicate schedule changes with the manager 
• Update      individual performance plan monthly to achieve your own goals and track      your own results 
• Complete      assignments on time 
• Assist      other employees during uneven workload 
• Work      as part of the team and cooperate with others