[Hiring] Direct Bill Supervisor @Patriot Growth Insurance Services, LLC

Role Description

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.

Qualifications

• 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.

Requirements

• 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.

Benefits

• 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.
• 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.
• Comprehensive dental and vision coverage.
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support.