Direct Bill Specialist
R&R Insurance Services
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- Location
- Waukesha, WI
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 29
- 1 day ago
Career path
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About the company
R&R Insurance Services
Insurance · 201 to 500 employees
What you'll do
- 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 entering daily deposits and applying to customer accounts
What you need
- 1 - 3 years experience in a data entry or clerical role
- Strong computer skills including Microsoft Office products
- Basic Excel skills
- Excellent time management skills
- Strong organization skills
- Highly developed written and verbal communication skills
- Strong analytical and problem solving skills
- Experience in the accounting field or Insurance agency/brokerage experience (preferred)
Key skills
Basic Excel skillsMicrosoft Officetime management skillsorganization skillsattention to detail
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Perks
- paid time off
- paid vacation
- paid holiday schedule
- Onsite Workout Facility
- Company paid licensing
- continuing education
- 401K with company match
- annual profit sharing
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SUMMARY
Do you strive for accuracy and have high attention to detail? R&R Insurance Services, Inc. is searching for an exceptionally talented, bright, and driven individual to join our Accounting Team. The Direct Bill Specialist will support the Accounting Department through posting direct bill commissions received from carriers. This highly administrative role is responsible for keeping accurate record of all statements. The Direct Bill Specialist protects the agency’s interests and profits by ensuring that all commission statements are accurate, filed appropriately, and posted in a timely manner; inquiring for additional information and verifying unusual data when necessary.
Requirements
1 - 3 years experience in a data entry or clerical role. Experience in the accounting field or Insurance agency/brokerage experience is a plus
Strong computer skills including Microsoft Office products. Basic Excel skills is required
Excellent time management skills with the ability to thrive in a fast-paced environment and operate with a high sense of urgency
Strong organization skills and the ability to prioritize multiple tasks seamlessly with excellent attention to detail and accuracy.
Highly developed written and verbal communication skills
Strong analytical and problem solving skills
Collaborative, communicative, and the ability to work effectively in a team environment. Self-motivated and proactive
Responsibilities
This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as deemed necessary.
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 entering daily deposits and applying to customer accounts
WHY WORK FOR R&R?
R&R offers careers, not “jobs”
Competitive salary and paid time off benefits
3 hours of flex time per pay period (after probationary period)
Generous paid vacation and paid holiday schedule
Discounted passes to local area attractions
Smart Casual attire
Onsite Workout Facility (Waukesha only)
Sit/stand desks for ergonomic comfort
Community involvement through creative fundraising events
Opportunity to express yourself through a variety of company sponsored committees
The culture of a small company with the benefits of a large company
Company paid licensing and continuing education
Family friendly work environment with a 37.5 hour work week
401K with company match and annual profit sharing
Medical, Dental, Vision, Life, Flex Spending Accounts and more!
Discount on personal auto and homeowners insurance
Opportunity to advance your career!
See for yourself why R&R is continuing to grow and prosper. Join the Knowledgebroker Team today!