Agency Bill Team Lead - Carrier Payables

Description

Job Summary
We are seeking an analytical and leadership-minded Agency Bill Team Lead to oversee our agency billing operations. In this role, you will lead the team responsible for processing premium invoicing, reconciling carrier statements, and managing accounts receivable. You will ensure the accurate and timely collection of client premiums, coordinate carrier payables, and serve as the escalation point for complex billing issues, driving efficiency and compliance across the department.

Key Responsibilities

• Team Leadership: Supervise, train, and support the agency billing staff, ensuring daily workflows, invoicing deadlines, and monthly closing tasks are met.
• Invoicing & Reconciliation: Oversee the generation of client invoices and endorsements, and manage the complex reconciliation of monthly carrier statements against agency records.
• Accounts Receivable & Collections: Monitor aging reports, track overdue client premiums, and guide the team on effective collection efforts to minimize bad debt.
• Carrier Payables: Ensure timely and accurate disbursements of net premiums to insurance carriers according to contract terms.
• Process Improvement: Identify bottlenecks in the billing cycle and implement best practices to improve data accuracy and system efficiency.
• Escalation Support: Act as the primary point of contact to resolve high-level discrepancies or billing disputes with clients, carriers, and internal brokers.

Agency Bill Team Lead - Carrier Payables 

This role will provide leadership for our carrier payables function and support payment accuracy, reconciliations, compliance, and carrier relationships.

Key Qualifications: 

• 3-5+ years of insurance or premium accounting experience, including prior leadership or supervisory responsibilities.
• Strong knowledge of carrier payables, account current processing, bordereaux reporting, and reconciliations.
• Experience reviewing carrier statements, resolving discrepancies, and managing payment workflows.
• Strong analytical, organizational, communication, and problem-solving skills.
• Ability to lead daily team priorities, support staff development, and drive issue resolution.
• Experience with ALIS or similar insurance accounting systems preferred.

Equal Employment Opportunity

At Novatae, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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