Direct Bill Specialist

DUAL North America, Inc.; Charlotte (NC); Hybrid; USD 55,000 - 75,000; Full time

Job summary

DUAL North America, Inc. in Charlotte, NC is seeking a Direct Bill Specialist to manage day-to-day processing and reconciliation for Howden US, with a focus on Health & Benefits and Private Client portfolios.

The role involves collecting and reconciling carrier statements, investigating discrepancies, monitoring aging, and ensuring accurate posting and revenue recognition with finance and operations teams.

Responsibilities

• Direct Bill processing and reconciliation for Howden US
• Investigate billing and commission discrepancies
• Monitor aging and unapplied cash; maintain records in the agency management system
• Coordinate with carriers, finance, and operations for accurate posting and revenue recognition

Job description

We are seeking a Direct Bill Specialist in **Charlotte, NC** with a hybrid work schedule. **ROLE SUMMARY** The **Direct Bill Specialist**will provide day-to-day Direct Bill processing and reconciliation support, principally for Howden US, with a focus on Health & Benefits and Private Client portfolios. This role ensures carrier and vendor statements are collected, reconciled, and processed accurately and on time; investigates billing and commission discrepancies; monitors aging and unapplied cash; and maintains complete, accurate records within the agency management system. Working closely with carriers, finance, and operations teams to ensure accurate commission posting and revenue recognition, transparent reporting, timely escalation, and high-quality stakeholder service. **Operational Responsibilities** **Qualifications:** **Skills & Abilities**