# Direct Bill Specialist **Company**: Howden **Location**: Charlotte, NC **Work arrangement**: hybrid **Experience**: mid **Salary**: $80,000 - $100,000 **Category**: Insurance **Industry**: Insurance **Apply**: https://hyperiongrp.wd3.myworkdayjobs.com/en-US/hyperion_external/job/Charlotte--121-West-Trade-Street/Direct-Bill-Specialist_R0019182-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply **Canonical**: https://yubhub.co/jobs/job_2bb20f94-3d6 ## Description We are seeking a Direct Bill Specialist in Charlotte, NC with a hybrid work schedule. 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. **Operational Responsibilities** - Collect carrier and vendor statements and complete timely, accurate processing and reconciliation within agreed timelines, escalating exceptions where required. - Reconcile carrier commission statements to agency management system records and ensure commissions are posted and applied to the correct policy and client accounts. - Investigate and resolve billing, commission, and reconciliation discrepancies in partnership with carriers and internal stakeholders. - Monitor Direct Bill aging, outstanding balances, and unapplied cash, following through with carriers and internal teams to resolve past-due or at-risk items. - Maintain carrier portal access and credentials and download statements on schedule to support reconciliation, month-end processing, and reporting requirements. - Coordinate and steer prioritization with offshore reconciliation partners and operations teams to ensure timely issue resolution. - Respond to business and customer requirements with agility, professionalism, and sound judgment, while upholding the highest ethical standards in all interactions. **Reporting & Projects** - Maintain accurate, up-to-date system records and support Direct Bill accounting operations, KPI reporting, and management information. - Use data-driven insights to prioritize aging and reconciliation activity, identify escalation needs, and communicate risks and progress clearly. - Support assigned initiatives and actively contribute to cross-functional process improvement projects. - Perform and validate account reconciliations with carriers, markets, and clients, ensuring issues are identified, investigated, and resolved efficiently and accurately. - Respond to Direct Bill and account-related inquiries promptly and in line with defined service standards. **Compliance, Governance & Market Awareness** - Ensure compliance with company policies, procedures, and all applicable legal and regulatory requirements. - Stay informed of relevant legal, regulatory, and market changes affecting the role and the business. **Qualifications:** - In-depth understanding of the Direct Bill lifecycle, including carrier and vendor statement collection, reconciliation, commission posting, aging management, and unapplied cash resolution within an agency management system; hands-on Applied Epic tactical experience is highly desirable. - 2+ years of experience in Direct Bill, insurance accounting, commission reconciliation, or comparable accounting operations, preferably within an agency environment. - Experience collaborating with offshore or cross-functional partners is a plus. - Results-oriented professional with the ability to execute independently, manage Direct Bill and accounting processes accurately, and deliver high-quality outcomes in a fast-paced environment. - Strong analytical and problem-solving skills, with the ability to interpret, manipulate, and draw insights from financial and operational data to identify trends, risks, and solutions. - Solution-oriented mindset, capable of prioritizing tasks, resolving issues efficiently, and escalating appropriately when needed. - Proven ability to interpret, implement, and consistently enforce policies, procedures, internal controls, and governance requirements. - Clear, confident verbal and written communication skills, including the ability to translate data into actionable insights and influence outcomes. - Collaborative team player and role model, contributing positively across functions and supporting shared objectives. - Self-motivated with a proactive approach to learning and continuous improvement. - Proficient in Microsoft Office applications, particularly Excel, Word, and PowerPoint. **Compensation and Benefits** - The expected base salary range for this role is $80,000 - $100,000; actual base salary will be determined based on factors including candidate experience and work location. - In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. - Howden also offers a variety of benefits and programs, subject to eligibility, including: - Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts - 401(k) retirement plan - Flexible Paid Time Off and paid parental leave - Life and Disability insurance ## Skills ### Required - Applied Epic - Microsoft Office - insurance accounting - commission reconciliation ### Nice to have - offshore collaboration - cross-functional partnership --- Source: [Apply at hyperiongrp.wd3.myworkdayjobs.com](https://hyperiongrp.wd3.myworkdayjobs.com/en-US/hyperion_external/job/Charlotte--121-West-Trade-Street/Direct-Bill-Specialist_R0019182-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)