Direct Bill Commission Team Lead

Legacy Risk Solutions

Direct Bill Commission Team Lead overseeing carrier commission reconciliation for Legacy Risk Solutions, an independent insurance agency platform. Leading specialists, financial controls, process improvements, and cross-functional resolution of commission discrepancies.

Posted 8/4/2026full-timeGainesville • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading and developing teams within the insurance agency sector, with a strong focus on commission processing, performance management, and operational excellence. Proficient in utilizing agency management systems and advanced Excel for data analysis and reporting.

Highest-signal resume keywords

Leadership ExperienceDirect Bill Commission ProcessingAgency Management SystemsAdvanced Microsoft ExcelProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Direct Bill Commission ExperienceFinancial ReportingData AnalysisPerformance Standards DevelopmentCommission Reconciliation

Soft Skills

Problem-SolvingDecision-MakingAttention to DetailClear CommunicationIntegrity

Tools & Technologies

Applied EpicAMS360VertaforeReporting Tools

Certifications & Qualifications

Bachelor’s Degree in AccountingBachelor’s Degree in FinanceBachelor’s Degree in Business Administration

Industry Keywords

Insurance AgencyCommission ProcessingInternal ControlsOperational PerformanceWorkflow Improvements

About the role

Key responsibilities & impact

Lead, mentor, and develop a team of direct bill commission specialists
Establish performance standards, productivity goals, and quality metrics
Conduct regular team meetings, coaching sessions, and performance evaluations
Develop training materials and onboarding programs for new team members
Oversee receipt, processing, and reconciliation of direct bill commission statements from insurance carriers
Ensure commissions are accurately applied within the agency management system
Investigate and resolve commission discrepancies, shortages, and carrier reporting issues
Maintain documentation supporting commission adjustments and corrections
Assist with month-end, quarter-end, and year-end financial reporting
Implement and maintain internal controls related to commission processing
Support internal and external audits with documentation and analysis
Identify workflow improvements and develop standard operating procedures
Collaborate on automation initiatives and system enhancements
Use reporting tools to monitor trends, identify issues, and improve operational performance
Serve as the primary escalation point for complex carrier commission issues
Partner with service teams, producers, accounting staff, and leadership to address commission concerns
Communicate process updates and policy changes across departments

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Business Administration, or related field
Minimum 5 years of insurance agency direct bill commission experience
Minimum 2 years of leadership or supervisory experience
Experience with agency management systems such as Applied Epic, AMS360, Vertafore, or similar platforms
Advanced proficiency in Microsoft Excel, including pivots, lookups, and data analysis
Excellent problem-solving and decision-making abilities
High level of integrity and confidentiality
Strong attention to detail and accuracy
Analytical mindset with problem-solving ability
Clear written and verbal communication skills
Process improvement mindset with the ability to identify inefficiencies, implement solutions and drive operational excellence

Benefits

Comp & perks

Medical, dental, and vision insurance
401(k) with company match
Flexible Spending Account (FSA)
Life insurance
Short-term and long-term disability insurance
Accident and critical illness insurance options
Generous Paid Time Off (PTO)