Direct Bill Specialist

 Posted 4 hours ago
     
2-5 years experience
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AI Summary

The Direct Bill Specialist is responsible for processing and importing agency commissions for Property & Casualty Services. Key tasks include posting direct bill transactions, reconciling cash received, and communicating issues regarding carrier statements to management.

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Direct Bill Specialist.

The Direct Bill Specialist process and imports agency commissions received for Property & Casualty Services. 

The essential tasks include:

  •  Post direct bill transactions by importing or manually posting to the system
  • Reconcile cash received to agency commissions posted
  • Perform corrections for transactions as requested by manager
  • Understanding and knowledge of the accounting process
  • Provide timely communication to manager for any issues regarding obtaining carrier statements, processing imports, etc.

Core Competencies:

  • Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)
  • Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
  • Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
  • Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
  • Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
  • Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
  • Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
  • Dependability: Acknowledgment of the importance of being present and punctual.
  • Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
  • Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
  • Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Location:

  • Fort Worth, TX
  • Or remote

Experience:

  • 1-3 years of previous general accounting/clerical experience

Systems:

  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Physical Requirements:

  • Ability to lift 25 pounds
  • Repeated use of sight to read documents and computer screens
  • Repeated use of hearing and speech to communicate on telephone and in person
  • Repetitive hand movements, such as keyboarding, writing, 10-key
  • Walking, bending, sitting, reaching and stretching in all directions

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