Direct Bill Processor

Angela Adams Consulting Services; Fully; On-site; CHF 65,000 - 90,000; Full time

Benefits offered by this job

Paid time off

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) plan with matching

Other voluntary benefits

Job summary

Angela Adams Consulting is seeking a Direct Bill Specialist/Processor to accurately process high-volume direct bill activity, reconcile statements, post payments, and maintain clean financial records. This role supports agency revenue, producer compensation, and the accounting team, working primarily in a remote environment with strict procedures.

You will be a key contact for billing inquiries, requiring speed, organization, and strong communication with clients, carriers, and internal teams,

Qualifications

• Prior insurance or bookkeeping experience preferred.
• Excellent attention to detail and accuracy with creative problem-solving skills.
• Ability to work independently in a remote environment.
• Proficiency with Microsoft Office.
• Reliable high-speed internet with a dedicated, distraction-free home workspace suitable for confidential financial work.
• Strong communication and customer service abilities.

Responsibilities

• Enter and reconcile direct bill statements
• Post cash receipts
• Maintain organized status trackers and documentation
• Track time accurately for all work performed
• Identify and report discrepancies promptly

Skills

Attention to detail

Problem solving

Communication skills

Independent work

Customer service

Time management

Tools

Microsoft Office

Job description

Job Type

Full-time

Who Are We

Angela Adams Consulting is the premier resource for independent insurance agencies providing advice, custom solutions, and remote services related to front and back‑office insurance agency operations. Our Consultants, Trainers, Account Managers, Processors, and Insurance Specialists are the most elite professionals in the industry. Become part of a team that truly values collaboration, innovation, and shining the light to success for all independent insurance agencies. Our work schedule is flexible, and most employees work from the comfort of home, allowing them to enjoy work and a personal life. We provide extensive job training, and our Lighthouse Academy is available to all employees, providing an abundance of opportunity for professional growth in a variety of areas.

The Role

The Direct Bill Specialist/Processor is responsible for accurately processing high-volume direct bill activity, including reconciling statements, posting payments, resolving discrepancies, and maintaining clean financial records that directly impact agency revenue, producer compensation, and the effectiveness of the accounting team. This role also serves as a key contact for billing inquiries, providing timely and professional support to clients, carriers, and internal teams. The position is detail-driven and execution-focused, requiring consistency, organization, speed, and strict adherence to procedures, alongside strong communication skills. By ensuring accuracy and efficiency, the specialist supports the agency's financial integrity, delivers excellent client service, and contributes to predictable month‑end outcomes.

Core Responsibilities

• Enter and reconcile direct bill statements
• Post cash receipts
• Maintain organized status trackers and documentation
• Track time accurately for all work performed
• Identify and report discrepancies promptly

Success in this role looks like

Success in the Direct Bill Processor role means delivering fast, accurate, and complete processing every month—protecting agency revenue, producer compensation, and the firm’s reputation through disciplined execution, organization, and accountability. Month end balances are clean with minimal rework and time is tracked daily and transparently. Successful processors are trusted, dependable, and able to manage high-volume work without sacrificing quality.

Benefits

• Paid time off
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• 401(k) plan with matching
• Other voluntary benefits

Requirements

• Prior insurance or bookkeeping experience preferred
• Excellent attention to detail and accuracy, with creative problem‑solving skills
• Ability to work independently in a remote environment
• Proficiency with Microsoft Office
• Reliable high-speed internet with a dedicated, distraction-free home workspace suitable for confidential financial work
• Strong communication and customer service abilities