Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Direct Bill Associate to join our team. This position will report to our agency located in Richmond, VA. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position.
Responsibilities:
- Learns the importance of the Direct Bill (Represents 75% of revenue and expense)
- Enters small statements as needed
- Reviews downloaded statements for accuracy of revenue to funds received and reviews the commissions paid and posted
- Works with ops in the field for discrepancies from RSP
- Reviews RSP entered statements for accuracy of revenue to funds received and reviews the commissions paid and posts
- Gives weekly updates on the status of statements in process and any larger issues to DB lead
- Posts ACH receipts from the bank and posts paper Operating deposits - Makes every effort to help identify checks that can change to ACH
- Ensures every statement that is in process is posted prior to month end. Major revenue check points are 15, 20, 25 and last day of month
- Works with carriers to get missing statements. If issues, pushes to DB lead
- Works with DB lead to consolidate producer codes for same legal entity into one statement
- Completes JE for MVR, Inter-division, or other fees
- Identifies potential excel to AL3 statements & work with RSP to utilize excel to AL3 utility for import of statements
Qualifications:
- Bachelors degree in Accounting, Finance, Business Administration, or a related field. CPA or equivalent certification is a plus.
- Proactive Research
- Work with a sense of urgency
- Communicate with all business stakeholders
- Clearly communicate with lead when issues arise
- Interact with all contacts in a very professional manner
Benefits:
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.