Direct Bill Manager

Posted 11hrs ago

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Job Description

Direct Bill Manager at The Hilb Group managing revenue and expense accuracy through statement reviews. Collaborating with team and clients to ensure timely postings and compliance with financial reporting.

Responsibilities:

  • Learns the importance of the Direct Bill (Represents 75% of revenue and expense)
  • Enters small statements as needed
  • Reviews downloaded statements for accuracy of revenue to funds received and reviews the commissions paid and posted
  • Works with ops in the field for discrepancies from RSP
  • Reviews RSP entered statements for accuracy of revenue to funds received and reviews the commissions paid and posts
  • Posts ACH receipts from the bank and posts paper Operating deposits - Makes every effort to help identify checks that can change to ACH
  • Ensures every statement that is in process is posted prior to month end.
  • Major revenue check points are 15, 20, 25 and last day of month
  • Works with carriers to get missing statements. If issues, pushes to DB lead
  • Works with DB lead to consolidate producer codes for same legal entity into one statement
  • Completes JE for MVR, Inter-division, or other fees
  • Identify potential excel to AL3 statements & work with RSP to utilize excel to AL3 utility for import of statements.

Requirements:

  • Minimum High School Degree required
  • Proficiency in Microsoft office Excel and AMS 360 is preferred.
  • Must be able multi-task while maintaining accuracy.
  • Must be detailed oriented.
  • Accuracy in this position is critical.
  • Must have strong time management skills.
  • Able to prioritize and meet deadlines.
  • Must be able to work in a fast-paced environment.

Benefits:

  • Company Paid Life Insurance
  • Long-Term and Short-Term Disability
  • Medical, Dental, Vision and FSA/HSA plans
  • 401(k) with company match
  • Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
  • Generous PTO
  • An awesome team of professionals!