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Agency Billing Supervisor

Novatae Risk Group

(Multiple States)(remote)

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Accounting, Accounting Close, Accounting Policies, Accounting Software, Accounting Standards and Regulations, Analysis Skills, Billing, Billing Records, Brokerage, Communication Skills, Corporate Policies, Cross-Functional, Data Analysis, Detail Oriented, Documentation, Establish Priorities, External Audit, Financial Management, Financial Regulations, Financial Reporting, Financial Transactions, Insurance, Insurance Regulations, Internal Audit, Leadership, Maintain Compliance, Microsoft Excel, Multitasking, Operational Improvement, Operational Strategy, People Management, Physical Demands, Problem Solving Skills, Process Improvement, Process Management, Professional License, Reconciliation, Record Keeping, Regulatory Compliance, Regulatory Requirements, Sales Management, Support Documentation, Team Player, Time Management, Trend Analysis, Typing, Wholesale Industry
LOCATION
(Multiple States)
POSTED
30+ days ago
Position Summary
The Agency Billing Supervisor is responsible for overseeing the accuracy and efficiency of agency billing accounting operations within Novatae’s wholesale division. This role ensures the timely payment and accurate reconciliation of agency bill accounts, trust accounting activities, and financial transactions related to brokerage operations.

This position functions as a subject matter expert and senior resource within the accounting team. The role requires strong decision-making ability, deep knowledge of insurance accounting operations, and the ability to independently manage complex reconciliations and financial processes with minimal oversight.
                       
Primary Responsibilities
Agency Bill Reconciliation
  • Manage and oversee reconciliation of agency bill accounts to ensure accuracy of recorded financial transactions.
  • Investigate discrepancies and partner with internal departments to resolve reconciliation issues..

Financial Reporting Support
  • Assist accounting leadership with financial reporting, reconciliation summaries, and supporting documentation for accounting close processes.
  • Ensure accurate recording of agency billing transactions in accounting systems.

Process Ownership
  • Serve as the primary subject matter expert for agency billing accounting processes and procedures.
  • Provide guidance to team members and operational staff regarding agency billing accounting practices.

Process Improvement
  • Identify opportunities to improve operational efficiency, reduce reconciliation discrepancies, and strengthen accounting controls.
  • Recommend and implement enhancements to agency billing workflows.

Compliance and Regulatory Adherence
  • Ensure agency billing and trust accounting processes align with insurance regulatory requirements and company policies.
  • Assist with internal and external audits by providing documentation and reconciliation support.

Operational Collaboration
  • Partner with brokerage, accounting, and operations teams to ensure billing accuracy and proper financial recordkeeping.
  • Work cross-functionally to resolve discrepancies and improve financial processes.

Trust Account Management
  • Monitor trust account activity and ensure compliance with insurance accounting regulations and internal policies.
  • Perform regular reconciliations to maintain the integrity of trust accounting records
Position Specific Skills/Qualifications

Work Experience

Required
5+ Years Insurance Accounting Operations Experience
Preferred
7+ Years Insurance Accounting or Agency Billing Accounting Experience

Professional Licenses/Certifications
 
  •       none

Essential Skills/Competencies
 
  • Accounting Expertise: A minimum of 5 years of required experience in accounting is essential, with 7 years preferred. In-depth knowledge of accounting principles, practices, and procedures is crucial for accurate financial management.
  • Analytical Skills: Strong analytical abilities to reconcile financial data, identify trends, and resolve discrepancies effectively.
  • Attention to Detail: Thoroughness in financial record-keeping and reporting to maintain accuracy and compliance.
  • Time Management: Excellent time management skills to meet deadlines and prioritize multiple tasks effectively.
  • Problem-Solving: Proactive approach to problem-solving and the ability to propose solutions to financial challenges.
  • Communication: Clear and concise communication to work collaboratively with team members and external partners.
  • Software Proficiency: Proficiency in accounting software and Microsoft Excel for data analysis and financial reporting.
  • Integrity and Trust: Handling sensitive financial information requires trustworthiness and a strong sense of integrity.
  • Adaptability: Willingness to adapt to changing financial regulations and business needs.
  • Team Player: Ability to work in a team environment and contribute positively to the overall success of the accounting department.

Education

Required
  • High School Diploma

Preferred
  • Associates and/or Bachelor’s Degree in Business

Physical Demands & Working Conditions

Physical Demands

Office work. Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

Equal Employment Opportunity
At World Insurance Associates (WIA), 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. WIA 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, WIA 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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Novatae Risk Group

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