Direct Bill Specialist

R&R Insurance Services, Inc; City of Pewaukee (WI); Vor Ort; USD 40.000 - 52.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Paid time off

Flexible time (3 hours per pay period)

Generous paid vacation and holidays

401K with company match

Discounts on insurance products

Zusammenfassung

R&R Insurance Services, Inc. in Wisconsin is seeking a Direct Bill Specialist to support the Accounting Department by posting direct bill commissions and maintaining accurate statements.

This role emphasizes accuracy, timely posting, and record-keeping within a collaborative team environment. The position requires 1–3 years in data entry or clerical work, strong organizational skills, excellent communication, and a proactive, detail-focused mindset to ensure efficient operations and correct

Qualifikationen

• 1 - 3 years data entry or clerical experience; accounting field or insurance agency experience a plus.
• Strong time management in fast-paced environment with high urgency.
• Excellent organization and detail orientation with accuracy.
• Strong written and verbal communication skills.
• Analytical and problem solving abilities; collaborative and proactive.

Aufgaben

• Direct bill each policy to the correct policy period.
• Post statements to the ledger.
• Add checks received to the daily deposit.
• Coordinate payment to insurers on return commissions.
• Manage accounts receivable by daily deposits and applying to customer accounts.

Kenntnisse

Data entry

Clerical

Accounting

Attention to detail

Time management

Communication skills

Team player

Jobbeschreibung

• On-site
• Accounting
• Full-Time
• Requisition #: DIREC001650

Description

SUMMARY

Do you strive for accuracy and have high attention to detail? R&R Insurance Services, Inc. is searching for an exceptionally talented, bright, and driven individual to join our Accounting Team. The Direct Bill Specialist will support the Accounting Department through posting direct bill commissions received from carriers. This highly administrative role is responsible for keeping accurate record of all statements. The Direct Bill Specialist protects the agency’s interests and profits by ensuring that all commission statements are accurate, filed appropriately, and posted in a timely manner; inquiring for additional information and verifying unusual data when necessary.

Requirements

• 1 - 3 years experience in a data entry or clerical role. Experience in the accounting field or Insurance agency/brokerage experience is a plus
• Excellent time management skills with the ability to thrive in a fast-paced environment and operate with a high sense of urgency
• Strong organization skills and the ability to prioritize multiple tasks seamlessly with excellent attention to detail and accuracy.
• Highly developed written and verbal communication skills
• Strong analytical and problem solving skills
• Collaborative, communicative, and the ability to work effectively in a team environment. Self-motivated and proactive

Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as deemed necessary.

• Direct bill each policy to the correct policy period
• Post statements to the ledger
• Add checks received to the daily deposit
• Coordinate payment to insurance companies on return commissions
• Manage accounts receivable by entering daily deposits and applying to customer accounts

WHY WORK FOR R&R?

• R&R offers careers, not “jobs”
• Competitive salary and paid time off benefits
• 3 hours of flex time per pay period (after probationary period)
• Generous paid vacation and paid holiday schedule
• Discounted passes to local area attractions
• Smart Casual attire
• Onsite Workout Facility(Waukesha only)
• Sit/stand desks for ergonomic comfort
• Community involvement through creative fundraising events
• Opportunity to express yourself through a variety of company sponsored committees
• The culture of a small company with the benefits of a large company
• Company paid licensing and continuing education
• Family friendly work environment with a 37.5 hour work week
• 401K with company match and annual profit sharing
• Medical, Dental, Vision, Life, Flex Spending Accounts and more!
• Discount on personal auto and homeowners insurance
• Opportunity to advance your career!

See for yourself why R&R is continuing to grow and prosper. Join the Knowledgebroker Team today!

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.