Direct Bill Specialist
Job Description
Location: Hybrid (Seattle, WA preferred) | Collaboration with PST Teams
At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Direct Billing Specialist who will support billing accuracy, client service excellence, and operational efficiency.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Wealth Services. With offices nationwide, we combine national strength with local service through a deeply collaborative approach.
This role will focus on direct bill processing, reconciliation, and billing support and collaborate with account managers, carriers, clients, and internal operations teams.
RESPONSIBILITIES
What You’ll Do / Your Impact
Client Support & Billing Accuracy
- Process and manage direct bill transactions with carriers
- Ensure accurate application of premiums, payments, and adjustments
- Respond to internal teams and clients regarding billing inquiries
Operational Excellence
- Maintain billing records in Agency Management System (EPIC or equivalent)
- Reconcile carrier statements and client accounts
- Monitor and resolve discrepancies in a timely manner
- Ensure compliance with internal controls and documentation standards
Strategic Contribution
- Identify billing inconsistencies and recommend process improvements
- Partner with account management teams to support client retention
- Assist with reporting, audits, and month-end close processes as needed
QUALIFICATIONS
Required
- 2+ years of experience in insurance billing, accounts receivable, or agency operations
- Experience working within a brokerage or insurance agency environment preferred
- Strong attention to detail and accuracy in financial transactions
- Ability to manage multiple priorities and deadlines
Preferred
- Experience with EPIC or similar Agency Management Systems
- Understanding of direct bill vs. agency bill processes
- Strong problem-solving and analytical skills
Core Competencies
- Detail orientation
- Accountability and follow-through
- Collaborative mindset
- Client-first thinking
ADDITIONAL INFORMATION
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Hourly range is $24 to $26 per hour.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
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Location Type
Hybrid
Required
- 2+ years of experience in insurance billing, accounts receivable, or agency operations
- Experience working within a brokerage or insurance agency environment preferred
- Strong attention to detail and accuracy in financial transactions
- Ability to manage multiple priorities and deadlines
Preferred
- Experience with EPIC or similar Agency Management Systems
- Understanding of direct bill vs. agency bill processes
- Strong problem-solving and analytical skills
Core Competencies
- Detail orientation
- Accountability and follow-through
- Collaborative mindset
- Client-first thinking
What You’ll Do / Your Impact
Client Support & Billing Accuracy
- Process and manage direct bill transactions with carriers
- Ensure accurate application of premiums, payments, and adjustments
- Respond to internal teams and clients regarding billing inquiries
Operational Excellence
- Maintain billing records in Agency Management System (EPIC or equivalent)
- Reconcile carrier statements and client accounts
- Monitor and resolve discrepancies in a timely manner
- Ensure compliance with internal controls and documentation standards
Strategic Contribution
- Identify billing inconsistencies and recommend process improvements
- Partner with account management teams to support client retention
- Assist with reporting, audits, and month-end close processes as needed