OVERVIEW
Direct Bill Team Lead - Finance & Accounting
At Alera Group, we help businesses navigate risk with confidence. Our Finance & Accounting teams are essential to delivering that promise - ensuring accuracy, efficiency, and strong financial operations across our national platform. We're hiring a Direct Bill Team Lead to oversee receivables and commission-related accounting processes while providing leadership, guidance, and support to a high-performing team.
This role blends hands-on accounting expertise with team leadership, making it a great fit for someone who enjoys both executing and elevating the work of others.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
About the Role
The Direct Bill Team Lead is responsible for overseeing day-to-day receivables, commission processing, and related accounting activities while supporting and guiding accounting associates. This role ensures accuracy, timeliness, and consistency across workflows, while also contributing to process improvements and team development.
Success in this role looks like maintaining high-quality accounting operations, supporting team performance, and driving efficiencies across receivables and commission processes.
Why Alera Group- Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
- Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
- Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
RESPONSIBILITIES
What You'll Do / Your Impact
Team Leadership & Oversight- Provide day-to-day guidance, direction, and support to accounting associates
- Serve as a subject matter expert for receivables, commissions, cash receipts, and reconciliations
- Assist with onboarding, training, and coaching of team members
- Review team output for accuracy, completeness, and compliance with standards
- Help prioritize workloads and support the team during peak periods
- Foster a collaborative, team-oriented environment
Accounting Operations- Oversee and perform commission postings, commission statement processing, and cash receipts
- Complete and review account reconciliations and resolve discrepancies
- Coordinate with client service and operations teams to address issues efficiently
- Ensure accurate and timely processing across multiple accounting systems
- Maintain documentation, working files, and standard operating procedures
- Provide backup support across receivables-related functions
Process Improvement & Projects- Identify opportunities to improve processes, workflows, and system efficiencies
- Support special projects, system enhancements, and reporting needs
- Contribute to documentation, controls, and best practice initiatives
- Adapt to shifting priorities while maintaining quality and accuracy
QUALIFICATIONS
What You Bring
Required- Minimum of 2 years of accounting experience
- Strong understanding of receivables, commissions, and reconciliation processes
- Experience managing high volumes of transactions with accuracy and efficiency
- Advanced Excel skills (VLOOKUPs, pivot tables, sorting, filtering)
- Proficiency in Microsoft Office (Excel, Word, Outlook)
- Strong analytical and problem-solving skills
- Ability to manage multiple priorities in a fast-paced environment
Preferred- Experience in a lead, senior, or informal leadership role
- Accounting degree or certification
- Experience in a shared services accounting environment
- Insurance brokerage or commission-based accounting experience
Core Competencies- Detail-oriented with a focus on accuracy and quality
- Strong organizational and time management skills
- Ability to lead by example and take initiative
- Collaborative mindset with strong communication skills
- Adaptability in a dynamic, fast-paced environment
- Commitment to continuous improvem