Direct Bill Specialist - Remote

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives. If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you. Our Newest Opportunity: The Direct Bill Specialist plays a pivotal role in the organization's financial operations. This position requires the consistent exercise of discretion and independent judgment in applying and interpreting Company policies, and implementing operational improvements related to the Company’s financial well-being. The Direct Bill Specialist is responsible for executing and optimizing accounting processes to ensure the smooth and accurate flow of financial operations. This role is also responsible for collaborating with other departments and stakeholders on financial matters. Essential Duties and Responsibilities: Execute and self-manage a variety of accounting transactions within the AMS system, including retrieving carrier/broker commission statements, tracking ACH payments, entering receipts and confirming payments, and ultimately reconciling and finalizing the direct bill commission statement Independently audit the commission compensation percentages on each transaction based on the employee’s commission agreements in the AMS system Communicate discrepancies or policy setup issues to the servicing staff and follow-up on the outcome Review month-end unapplied cash reports to identify discrepancies and collaborate with internal and external stakeholders to resolve the unapplied balances Act as a frontline process optimizer by providing ongoing feedback on the development and implementation of AMS system modifications to enhance operational efficiency and effectiveness Work within 3 rd party system, creating reconciliations that will write back the AMS system, creating the carrier/broker commission statement in Epic setting up the producer commission payable Maintain accurate and organized accounting records and documentation Research and process direct bill commission due statements to the carrier Maintain accurate and organized accounting records and documentation Complete other month-end close tasks as needed Qualifications, Skills and Requirements: Strong organizational, analytical and interpersonal skills Strong verbal and written communication skills Ability to maintain confidentiality Ability to thrive in a fast-paced environment Ability to work effectively across multiple internal functional groups Ability to make accurate, independent decisions based on data provided Education, Training and Experience: Experience in property and casualty insurance brokerage operations necessary Applied Epic experience preferred Intermediate level of proficiency with Microsoft Excel The typical base pay range for this role nationwide is $60,000 to $65,000 per year] . Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here . Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!