Direct Bill Specialist

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

Benefits offered by this job

Hybrid work schedule

Job summary

DUAL North America, Inc. in Charlotte, NC invites a Direct Bill Specialist to join on a hybrid schedule.

You will manage day-to-day Direct Bill processing and reconciliation for Howden US, focusing on Health & Benefits and Private Client portfolios. You will collect carrier statements, investigate discrepancies, monitor aging and unapplied cash, and maintain precise records in the agency management system, while collaborating with carriers, finance and operations to ensure accurate revenue

Qualifications

• Experience directly handling Direct Bill processing and reconciliation.
• Ability to investigate billing and commission discrepancies.
• Maintain carrier and vendor statements and detailed records.
• Collaborate with carriers, finance and operations for accurate revenue posting.

Responsibilities

• Provide day-to-day Direct Bill processing and reconciliation support.
• Collect, reconcile, and process statements from carriers and vendors.
• Investigate billing and commission discrepancies and resolve aging/unapplied cash.
• Maintain complete records in the agency management system and ensure timely reporting.

Skills

Direct Bill Processing

Billing Reconciliation

Billing Discrepancies

Aging & Unapplied Cash

Records Management

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**