What we are looking for:

Are you ready to take your expertise to the next level? At eFlexervices, we're not just hiring for a Direct Billing Specialist– we're empowering your talent to deliver quality and performance. Join us in shaping the success and making an impact that truly matters.

The Direct Billing Specialist will be crucial in analyzing direct billing operations. You will be responsible for processing direct billing transactions, analyzing data, and ensuring accuracy and compliance. You will collaborate closely with various internal teams, including Account Managers, Insurance Carriers, and Finance, to streamline the direct billing processes and maintain exceptional client satisfaction. This position requires a strong analytical mindset, excellent communication skills, and a deep understanding of direct billing practices.

What you’ll be doing:

Direct Billing Process:

• Pull Carrier Statements for commission deposits daily.
• Prepare daily deposits of checks received in Lockbox.
• Process/verify all Personal Lines automatic feeds of revenue into Epic.
• Ensure revenue is recorded accurately by preparing month-end reconciliations to tie out Revenue booked in Epic to funds received in the Bank.
• Adhere to standardized procedures and guidelines for direct billing activities.
• Demonstrate expertise in department software tools (Comulate, etc.)
• Assist on the roll-out of acquisitions to ensure a smooth transition of Cash Receipts/ Direct bill reconciliation into Epic for acquired entities.
• Process return commission checks to carriers weekly.
• Collaborate with cross-functional teams on the billing disputes process.

Process Improvement:

• Continuously evaluate existing direct billing processes and systems to identify areas for improvement.
• Recommend process enhancements to drive operational efficiency and increase accuracy.
• Perform regular audits and quality checks on direct billing transactions to ensure accuracy, completeness, and compliance with established standards.

Qualifications and Requirements:

• Bachelor's degree in finance, accounting, business administration, or a related field.
• Minimum of 3 years of experience in insurance billing, preferably within a brokerage or agency environment.
• Strong knowledge of insurance policies, premiums, and billing procedures.
• Proficient in using billing software and tools, with a good understanding of accounting principles and systems.
• Excellent attention to detail and ability to analyze complex billing data accurately.
• Strong communication skills, both written and verbal, with the ability to interact effectively with clients and internal stakeholders.
• Proven ability to multitask, prioritize work, and meet deadlines in a fast-paced environment.
• Exceptional problem-solving skills and the ability to resolve billing issues efficiently.
• Strong organizational and time management skills.
• Proficient in Microsoft Office Suite, particularly Excel.
• Must be able to meet tight deadlines, with attention to detail.
• Can work under pressure and independently with minimal supervision