Direct Bill Operations Lead

3416US00 Howden US Services LLC; Charlotte (NC); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Howden is seeking a Direct Bill Manager in Charlotte, NC with a hybrid work schedule. You will oversee Direct Bill operations for Health & Benefits and Private Client portfolios, coordinating with carriers, producers, and Finance to ensure accurate billing, reconciliations, and revenue recognition.

The role requires deep knowledge of the Direct Bill lifecycle, offshore team leadership, and strong analytical skills to drive improvements, mitigate risks, and deliver reliable performance for

Qualifications

• In-depth understanding of the Direct Bill lifecycle including statement collection and reconciliation.
• Hands-on Applied Epic tactical experience is highly desirable.
• Experience leading an offshore team responsible for reconciliation and month-end processing.
• Results-oriented professional with the ability to execute independently in a fast-paced environment.
• Strong analytical and problem-solving skills with the ability to interpret data and draw insights.

Responsibilities

• Oversee end-to-end Direct Bill operations for Health & Benefits and Private Client portfolios, ensuring timely and accurate statement collection, reconciliation, and processing.
• Direct the offshore team to complete account reconciliations and month-end processing with markets and clients within agreed timelines.
• Identify and resolve discrepancies between carrier commission statements and agency management system records, ensuring accurate postings.
• Monitor Direct Bill aging and outstanding balances, following up to clear unapplied cash and past-due items.
• Provide regular reporting and transparency into aging items for stakeholders and escalation of at-risk balances.
• Manage carrier portal access and credentials to support reconciliation and reporting timelines.
• Partner with producers, account managers, and Finance to resolve client billing discrepancies and support revenue recognition.

Skills

Direct Bill lifecycle

Applied Epic

Offshore team leadership

Accounting operations

Data analysis

Communication skills

Tools

Excel

Job description

Howden is seeking a Direct Bill Manager in Charlotte, NC with a hybrid work schedule. You will oversee Direct Bill operations for Health & Benefits and Private Client portfolios, coordinating with carriers, producers, and Finance to ensure accurate billing, reconciliations, and revenue recognition.

The role requires deep knowledge of the Direct Bill lifecycle, offshore team leadership, and strong analytical skills to drive improvements, mitigate risks, and deliver reliable performance for