Direct Bill Specialist: Onsite Accounting Expert

R&R Insurance and Wealth Management Career; Waukesha (WI); Vor Ort; USD 38.000 - 52.000; Vollzeit

Benefits dieser Stelle

Competitive salary and paid time off

3 hours of flex time per pay period

Generous paid vacation and paidHoliday

401K with company match and annual pro

Medical, Dental, Vision, Life, Flex Sp

Company paid licensing and continuing

Family friendly work environment with

Discounted passes to local area atta

Onsite Workout Facility (Waukesha)

Sit/stand desks for ergonomic comfort

Zusammenfassung

R&R Insurance Services, Inc. is seeking a Direct Bill Specialist to support the Accounting Department by posting direct bill commissions from carriers and maintaining precise statements. The role emphasizes accuracy, timely posting, and data integrity in a collaborative team environment.

Ideal candidates have 1–3 years in data entry or clerical work, with bonus experience in accounting or insurance. This on-site position offers full-time hours and opportunities for growth within a regional

Qualifikationen

• 1-3 years in data entry or clerical role.
• Experience in accounting or insurance agency/brokerage is a plus.
• Excellent time management in fast-paced environment.
• Strong organization with attention to detail and accuracy.
• Written and verbal communication skills.
• Collaborative and proactive team player.

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 insurance companies on return commissions.
• Manage accounts receivable by daily deposits and applying to customer accounts.

Kenntnisse

Data entry

Clerical

Accounting

Insurance knowledge

Time management

Attention to detail

Verbal communication

Analytical skills

Team collaboration

Jobbeschreibung

R&R Insurance Services, Inc. is seeking a Direct Bill Specialist to support the Accounting Department by posting direct bill commissions from carriers and maintaining precise statements. The role emphasizes accuracy, timely posting, and data integrity in a collaborative team environment.

Ideal candidates have 1–3 years in data entry or clerical work, with bonus experience in accounting or insurance. This on-site position offers full-time hours and opportunities for growth within a regional