Direct Bill Processor
Description
The Insurance Direct Bill Specialist manages all aspects of direct bill payments, including reconciling statements, posting payments, resolving discrepancies, and maintaining accurate financial records. This role also serves as a key contact for billing inquiries, providing timely and professional support to clients, carriers, and internal teams. Success in this position requires strong attention to detail, organizational skills, and clear communication. By ensuring accuracy and efficiency, the specialist supports the agency’s financial integrity and delivers excellent client service.
Success in this role is defined as:
· Basic AMS360 Knowledge
· One year insurance experience
· Microsoft Office experience
· Excellent attention to detail and problem-solving skills.
· Strong communication and customer service abilities.
Requirements
Responsibilities
· Accurately record and post DB payments in AMS360
· Maintain detailed documentation and reporting for audit and compliance purposes.
· Reconcile carrier DB statements and resolve discrepancies.
· Pull statements from carrier websites
· Monitor accounts to ensure timely processing and posting of all transactions.
· Act as a liaison between carriers, clients and internal staff regarding billing matters
Timekeeping Responsibilities
· Timesheets submitted daily and all-time entries include detailed notes.
· Keep an accurate record of time spent on each task using timers.
· Non-billable admin time should be 10% or less than the total time worked.
Professional/Team Effort
Attend / participate in all required meetings
Clock in/out according to policy
Find opportunities to prevent loss to Angela Adams Consulting and Angela Adams Consulting Clients
Plan, coordinate, and organize work effectively
Adhere to Angela Adams Consulting core values
Adhere to Angela Adams Consulting employee guide – maintain confidentiality, limit absenteeism, communicate schedule changes with the manager
Update individual performance plan monthly to achieve your own goals and track your own results
Complete assignments on time
Assist other employees during uneven workload
Work as part of the team and cooperate with others
The Insurance Direct Bill Specialist manages all aspects of direct bill payments, including reconciling statements, posting payments, resolving discrepancies, and maintaining accurate financial records. This role also serves as a key contact for billing inquiries, providing timely and professional support to clients, carriers, and internal teams. Success in this position requires strong attention to detail, organizational skills, and clear communication. By ensuring accuracy and efficiency, the specialist supports the agency’s financial integrity and delivers excellent client service.
Success in this role is defined as:
· Basic AMS360 Knowledge
· One year insurance experience
· Microsoft Office experience
· Excellent attention to detail and problem-solving skills.
· Strong communication and customer service abilities.
Requirements
Responsibilities
· Accurately record and post DB payments in AMS360
· Maintain detailed documentation and reporting for audit and compliance purposes.
· Reconcile carrier DB statements and resolve discrepancies.
· Pull statements from carrier websites
· Monitor accounts to ensure timely processing and posting of all transactions.
· Act as a liaison between carriers, clients and internal staff regarding billing matters
Timekeeping Responsibilities
· Timesheets submitted daily and all-time entries include detailed notes.
· Keep an accurate record of time spent on each task using timers.
· Non-billable admin time should be 10% or less than the total time worked.
Professional/Team Effort
Attend / participate in all required meetings
Clock in/out according to policy
Find opportunities to prevent loss to Angela Adams Consulting and Angela Adams Consulting Clients
Plan, coordinate, and organize work effectively
Adhere to Angela Adams Consulting core values
Adhere to Angela Adams Consulting employee guide – maintain confidentiality, limit absenteeism, communicate schedule changes with the manager
Update individual performance plan monthly to achieve your own goals and track your own results
Complete assignments on time
Assist other employees during uneven workload
Work as part of the team and cooperate with others