Direct Bill Supervisor

Patriot Growth Insurance Services; United States; Remote; USD 104,000 - 127,000; Full time

Benefits offered by this job

Medical plans

Virtual healthcare

Disability coverage

Parental leave

Personalized PTO

401(k) match

Employee Assistance Program

Job summary

Patriot Growth Insurance Services is seeking a Direct Bill Supervisor to lead a centralized team and ensure accurate recording, reconciliation, and reporting of direct bill revenue. You will drive consistency and operational excellence while supporting timely producer compensation.

You will mentor a team, resolve complex reconciliation issues, oversee monthly closings, and collaborate with carriers and agency teams. This role emphasizes leadership, process improvements, and data-driven reporting.

Qualifications

• Strong knowledge of the insurance brokerage industry and direct bill processes.
• Experience with EPIC and BenefitPoint.
• Proficiency with accounting software and Excel.
• Advanced Excel skills for large-volume data.
• Proven leadership and mentoring ability.
• Strong analytical and communication skills.
• Ability to maintain confidentiality and ethical standards.

Responsibilities

• Lead and develop a team of Direct Bill Accountants with coaching and performance management.
• Serve as escalation point for complex reconciliations and carrier issues.
• Review and approve monthly reconciliations for accuracy and consistency.
• Monitor productivity and identify opportunities for process improvements.
• Manage workloads and staffing with the Direct Bill Operations Senior Manager.
• Support onboarding, banking transitions, and carrier consolidations.
• Guide teams in using commission posting platforms and reconciliation tools.
• Collaborate with carriers and agency teams to resolve escalated issues.
• Develop training materials and best practices for scalable operations.

Skills

Insurance industry knowledge

Direct bill processes

EPIC/BenefitPoint experience

Advanced Excel

Leadership/mentoring

Analytical skills

Strong communication

Data-driven decisions

System utilization

Education

Bachelor's degree in Accounting/Finance

Tools

EPIC

BenefitPoint

Ascend

Comulate

Job description

Patriot Growth Insurance Services | Remote | Full-Time

Why This Role Matters

The Direct Bill Supervisor plays a critical leadership role in ensuring the accurate, timely, and efficient recording, reconciliation, and reporting of direct bill revenue across Patriot's growing network of agencies. As the primary escalation point for a centralized team of Direct Bill Accountants, you will help drive consistency, operational excellence, and financial accuracy while supporting the successful collection and reconciliation of direct bill commissions.

Working closely with the Direct Bill Operations Senior Manager, Regional Direct Bill Accountants, agency accounting teams, and insurance carriers, you will lead a team responsible for commission posting, reconciliation, and reporting activities. Your leadership will help ensure cash received is accurately reconciled each month, minimizing accruals, supporting timely producer compensation, and providing meaningful financial reporting across the organization.

How You'll Make an Impact

• Lead, mentor, and develop a team of Direct Bill Accountants, providing coaching, training, and day-to-day support to ensure high performance and professional growth.
• Serve as the primary escalation point for complex reconciliation issues, carrier challenges, and unresolved direct bill exceptions.
• Review and approve monthly reconciliations prepared by direct bill accountants, ensuring accuracy, consistency, and compliance with established accounting guidelines.
• Monitor team productivity, quality, and service levels, identifying opportunities for process improvements and operational efficiencies.
• Partner with the Direct Bill Operations Senior Manager to manage workloads, staffing priorities, and the consistent application of direct bill policies and procedures.
• Support agency onboarding activities, banking transitions, carrier consolidations, and other operational initiatives that impact direct bill processing.
• Guide team members in the use of commission posting platforms, agency management systems, and reconciliation tools to ensure accurate revenue recognition.
• Collaborate with carriers, client service teams, and agency personnel to resolve escalated issues quickly and effectively.
• Assist in the development of training programs, process documentation, and best practices that support a scalable direct bill operation.

Who You Are

• A people-focused leader who enjoys developing talent and helping team members succeed.
• A collaborative partner who builds strong relationships across accounting, operations, carrier partners, and agency teams.
• A detail-oriented professional who values accuracy and accountability in financial processes.
• A proactive problem solver who can identify root causes and implement effective solutions.
• An organized multitasker who can balance competing priorities in a fast-paced environment.
• A strong communicator who can explain complex financial and operational concepts clearly and confidently.
• A technology‑minded professional who embraces systems, process improvements, and data‑driven decision‑making.

What You Bring

Day One:

• Strong knowledge of the insurance brokerage industry, direct bill processes, and industry regulations.
• Experience with insurance agency management systems, preferably EPIC and BenefitPoint.
• Proficiency with accounting software, financial management systems, and Microsoft Office Suite, particularly Excel.
• Advanced Excel skills, including data filtering, pivot tables, formulas, and large-volume data analysis.
• Proven experience leading, coaching, mentoring, or supervising a team.
• Strong analytical, organizational, problem‑solving, and attention‑to‑detail skills.
• Excellent written and verbal communication skills.
• Ability to analyze financial data and generate meaningful reports.
• High aptitude for technology, software adoption, and system utilization.
• Ability to maintain confidentiality and uphold ethical standards when handling sensitive information.

Valuable Additions:

• Bachelor's degree in Accounting, Finance, or a related field.
• Three to five years of experience in direct billing, accounts receivable management, or a related role within the insurance brokerage industry.
• Prior supervisory or team lead experience within an accounting, finance, or insurance operations environment.
• Experience with Ascend, Comulate, or similar commission processing platforms.
• Experience supporting agency onboarding, carrier consolidations, process standardization, or operational transformation initiatives.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located at www.patriotgis.com.

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

$115,000 - $115,000 USD