Direct Bill Commission Team Lead

Jobtailor; Gainesville (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a senior leader to guide a team of direct bill commission specialists in the insurance sector. You will set performance standards, mentor staff, and drive accuracy in commission processing within agency management systems.

Your role includes coaching, training, and supporting audits while improving workflows and reporting. The ideal candidate has 5+ years in direct bill commissions, strong Excel skills, and a track record of enhancing operational performance.

Qualifications

• Bachelor’s degree required in Accounting, Finance, Business Administration, or related field.
• Minimum 5 years of insurance agency direct bill commission experience.
• Minimum 2 years of leadership or supervisory experience.
• Experience with agency management systems such as Applied Epic, AMS360, Vertafore, or similar platforms.
• Advanced proficiency in Microsoft Excel, including pivots, lookups, and data analysis.
• Excellent problem-solving and decision-making abilities.
• High level of integrity and confidentiality.
• Strong attention to detail and accuracy.
• Analytical mindset with problem-solving ability.
• Clear written and verbal communication skills.
• Process improvement mindset with the ability to identify inefficiencies, implement solutions and drive operational excellence.

Responsibilities

• Lead, mentor, and develop a team of direct bill commission specialists.
• Establish performance standards, productivity goals, and quality metrics.
• Conduct regular team meetings, coaching sessions, and performance evaluations.
• Develop training materials and onboarding programs for new team members.
• Oversee receipt, processing, and reconciliation of direct bill commission statements from insurance carriers.
• Ensure commissions are accurately applied within the agency management system.
• Investigate and resolve commission discrepancies, shortages, and carrier reporting issues.
• Maintain documentation supporting commission adjustments and corrections.
• Assist with month-end, quarter-end, and year-end financial reporting.
• Implement and maintain internal controls related to commission processing.
• Support internal and external audits with documentation and analysis.
• Identify workflow improvements and develop standard operating procedures.
• Collaborate on automation initiatives and system enhancements.
• Use reporting tools to monitor trends, identify issues, and improve operational performance.
• Serve as the primary escalation point for complex carrier commission issues.
• Partner with service teams, producers, accounting staff, and leadership to address commission concerns.
• Communicate process updates and policy changes across departments.

Skills

Leadership

Team Development

Problem-Solving

Decision-Making

Attention to Detail

Clear Communication

Integrity

Data Analysis

Education

Bachelor’s Degree in Accounting

Bachelor’s Degree in Finance

Bachelor’s Degree in Business Administration

Tools

Applied Epic

AMS360

Vertafore

Reporting Tools

Job description

• Lead, mentor, and develop a team of direct bill commission specialists
• Establish performance standards, productivity goals, and quality metrics
• Conduct regular team meetings, coaching sessions, and performance evaluations
• Develop training materials and onboarding programs for new team members
• Oversee receipt, processing, and reconciliation of direct bill commission statements from insurance carriers
• Ensure commissions are accurately applied within the agency management system
• Investigate and resolve commission discrepancies, shortages, and carrier reporting issues
• Maintain documentation supporting commission adjustments and corrections
• Assist with month-end, quarter-end, and year-end financial reporting
• Implement and maintain internal controls related to commission processing
• Support internal and external audits with documentation and analysis
• Identify workflow improvements and develop standard operating procedures
• Collaborate on automation initiatives and system enhancements
• Use reporting tools to monitor trends, identify issues, and improve operational performance
• Serve as the primary escalation point for complex carrier commission issues
• Partner with service teams, producers, accounting staff, and leadership to address commission concerns
• Communicate process updates and policy changes across departments

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field
• Minimum 5 years of insurance agency direct bill commission experience
• Minimum 2 years of leadership or supervisory experience
• Experience with agency management systems such as Applied Epic, AMS360, Vertafore, or similar platforms
• Advanced proficiency in Microsoft Excel, including pivots, lookups, and data analysis
• Excellent problem-solving and decision‑making abilities
• High level of integrity and confidentiality
• Strong attention to detail and accuracy
• Analytical mindset with problem‑solving ability
• Clear written and verbal communication skills
• Process improvement mindset with the ability to identify inefficiencies, implement solutions and drive operational excellence

Core Competencies

Demonstrates expertise in leading and developing teams within the insurance agency sector, with a strong focus on commission processing, performance management, and operational excellence. Proficient in utilizing agency management systems and advanced Excel for data analysis and reporting.

Highest-signal resume keywords

• Leadership Experience
• Direct Bill Commission Processing
• Agency Management Systems
• Advanced Microsoft Excel
• Process Improvement

ATS Optimization Keywords

Hard Skills

• Direct Bill Commission Experience
• Financial Reporting
• Data Analysis
• Performance Standards Development
• Commission Reconciliation

Soft Skills

• Problem‑Solving
• Decision‑Making
• Attention to Detail
• Clear Communication
• Integrity

Certifications & Qualifications

• Bachelor’s Degree in Accounting
• Bachelor’s Degree in Finance
• Bachelor’s Degree in Business Administration

Industry Keywords

• Insurance Agency
• Commission Processing
• Internal Controls
• Operational Performance
• Workflow Improvements

Tools & Technologies

• Applied Epic
• AMS360
• Vertafore
• Reporting Tools