Position OverviewThe P&C Direct Bill Team Lead is responsible for overseeing the day-to-day execution and quality of direct bill reconciliation activities for the Property & Casualty business. This role serves as the primary first-line leader for Direct Bill Analysts, ensuring operational excellence, adherence to established controls, and timely completion of all assigned work. The Team Lead partners closely with the Direct Bill Manager and Premium Accounting leadership to manage workload distribution, resolve complex or escalated issues, monitor key performance indicators, and support the team through training, coaching, and process improvement initiatives.
Essential Duties and Responsibilities- Review and oversee all outstanding direct bill items, maintaining ultimate accountability for the completeness, accuracy, and timeliness of the team’s work.
- Coordinate with Direct Bill Manager to set team targets for clearing balances, monitor KPIs, and ensure deposits, statements, and reconciliation activities are completed within established service levels.
- Address unique, complex, or high-risk reconciliation issues requiring escalation, coordinating resolution with carriers, internal stakeholders, or management as appropriate.
- Coordinate and oversee month-end activities, ensuring deadlines are met and proactively communicating risks to leadership.
- Assign, balance, and adjust workloads across the direct bill team to align resources with priorities and business needs.
- Provide guidance, training, and coaching to Direct Bill Analysts, including onboarding new hires and supporting ongoing skill development.
- Maintain oversight of payment documentation and compliance standards, ensuring adherence to company policy and accepted accounting practices.
- Collaborate closely with the Direct Bill Manager and broader Premium Accounting team on process improvements, system enhancements, and workflow optimization.
- Serve as a point of escalation and liaison for internal partners and external carriers regarding direct bill cash, statements, and reconciliation inquiries.
- Champion operational excellence and accountability, supporting automation initiatives and reinforcing consistent, scalable processes across the team.
Minimum Qualifications, Education, and/or Experience:- 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 BenefitPoint, and direct bill reconciliation platforms a plus
Equal Employment Opportunity
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.
To Executive Search Firms and Staffing Agencies
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Originally posted on Himalayas