Direct Bill Commission Team Lead

Legacy Risk Solutions, LLC; Gainesville, Northern (GA, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Flexible Spending Account (FSA)

Life insurance

Disability insurance

Job summary

Legacy Risk Solutions, LLC in Gainesville, GA seeks a Direct Bill Commission Manager to lead a team responsible for direct bill commission processes, reconciliation, and revenue integrity. You will collaborate with Accounting, Operations, Carrier Relations, and Client Service to maximize efficiency and ensure accurate compliance with carrier agreements.

You will drive improvements, establish metrics, and provide training, documentation, and leadership to ensure timely and accurate commission

Qualifications

• 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.
• Advanced proficiency in Microsoft Excel with pivots, lookups, and data analysis.
• Strong problem-solving, integrity, and attention to detail.

Responsibilities

• Lead and develop a team of direct bill commission specialists.
• Oversee receipt, processing, and reconciliation of commission statements.
• Ensure commissions are accurately applied in the agency system.
• Investigate discrepancies, shortages, and carrier reporting issues.
• Assist with month-end, quarter-end, and year-end financials.
• Identify process improvements and document SOPs.
• Collaborate with leadership, accounting, operations, and carrier relations.

Skills

Excel proficiency

Leadership

Problem solving

Communication

Analytical mindset

Education

Bachelor's degree in Accounting, Finance, Business Administration or related field

Tools

Applied Epic

AMS360

Vertafore

Job description

Description

About Legacy Risk Solutions

Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals. Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners.

Position Summary

The Direct Bill Commission Manager is responsible for overseeing all direct bill commission processes, ensuring accurate reconciliation, timely revenue recognition, and compliance with carrier agreements. This role leads a team of commission specialists, drives process improvements, resolves commission discrepancies, and partners with Accounting, Operations, Carrier Relations, and Client Service teams to maximize efficiency and revenue integrity.

What You'll Do

Leadership & Team Management

• 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.
• Foster a culture of accountability, collaboration, and continuous improvement.

Direct Bill Commission Management

• Oversee the 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 accurate documentation supporting commission adjustments and corrections.

Financial Controls & Reconciliation

• Assist with month-end, quarter-end, and year-end financial reporting processes.
• Implement and maintain internal controls related to commission processing.
• Support internal and external audits by providing documentation and analysis.

Process Improvement & Technology

• Identify opportunities to streamline workflows and improve efficiency.
• Develop and document standard operating procedures.
• Collaborate with agency leadership on automation initiatives and system enhancements.
• Utilize reporting tools to monitor trends, identify issues, and improve operational performance.

Carrier & Internal Relationship Management

• 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

What We're Looking For

• 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

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Flexible Spending Account (FSA)
• Life insurance
• Short-term and long-term disability insurance
• Accident and critical illness insurance options
• Generous Paid Time Off (PTO)

Equal Opportunity Employer

Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds.