Direct Bill Insurance Accountant, Altamont

Job Description: Direct Bill Staff Accountant
Job Title: Direct Bill Staff Accountant
Location: The Hive – Sandy, UT *****
Reports to: Accounting Manager / Controller
Department: Accounting
FLSA Status: Non-exempt, hourly
Job Purpose
The Direct Bill Staff Accountant is responsible for managing all aspects of direct bill commission processing, reconciliation, and reporting.
This role ensures accurate and timely recording of commission revenue, supports financial accuracy across assigned agencies, and maintains compliance with internal accounting procedures.
The Staff Accountant contributes to the efficiency and integrity of the agency's financial operations.
Key Responsibilities
1. Cash Receipts & Deposits
Monitor daily cash receipts for assigned agencies to ensure accuracy and timely processing.
2. Commission Statement Management
Download PDF and Excel commission statements from carrier and broker websites.
Organize, distribute, and track commission statements for transaction processing.
Proactively follow up on missing commission statements or unmatched transactions.
3. Transaction Recording & Reconciliation
Record direct bill transactions at the policy level using reconciliation software and commission statements as source documentation.
Ensure transactions are recorded in the same accounting month as related cash receipts.
Reconcile commission activity to identify and resolve discrepancies in a timely manner.
4. Accuracy, Compliance & Documentation
Maintain accurate documentation and records in accordance with agency accounting standards.
Ensure compliance with internal controls, workflows, and accounting procedures.
5. Collaboration & Communication
Communicate effectively with internal accounting staff, operations teams, and agency partners.
Provide support and clarification regarding commission discrepancies and reporting questions.
Qualifications
Education & Experience
Bachelor's degree in Accounting or Finance preferred.
Minimum of 1–3 years of accounting or financial operations experience, preferably within an insurance brokerage.
Prior experience with direct bill commission processing strongly preferred.
Knowledge, Skills & Abilities
Proficiency with Applied Epic; experience with reconciliation software such as Comulate or Ascend preferred.
Advanced Excel and reconciliation skills.
Strong attention to detail and organizational skills.
Excellent written and verbal communication abilities.
Strong problem-solving skills with the ability to manage multiple priorities.
Compensation
Compensation is based on the experience, engagement type, and scope of work
Working Conditions
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.