Carrier Payables Specialist

Overview

The Carrier Payables Specialist is responsible for ensuring timely and accurate payment of insurance carrier accounts. This role involves reconciliation, research, and balancing of related general ledger accounts.

Responsibilities

• Reconcile carrier statements and individual carrier invoices against agency invoicing accurately and promptly
• Investigate discrepancies and collaborate with internal Account Managers or carrier contacts to determine necessary corrective actions
• Process payments to finance companies for financed policies as needed
• Monitor subsidiary ledger to ensure timely carrier payments and maintain accurate records in the agency management system
• Develop and maintain effective relationships with carrier contacts to facilitate open communication and joint resolution of issues
• Participate in seminars and training sessions for ongoing knowledge and skill development

Additional duties may be assigned to support essential functions. Performance objectives may be established annually to measure task completion.

Telecommuting opportunities vary by location, department, and business needs and are subject to change. Managers will provide details regarding telecommuting and scheduling.

Requirements

• 2 to 4 years of experience in agency accounting, preferably with knowledge of accounts receivable and payable
• High school diploma required
• College-level accounting courses or equivalent experience preferred

Skills and Abilities

• Basic accounting knowledge including journal entries
• Proficient with Microsoft Office suite (Word, Excel, Outlook, Teams) and familiarity with automated agency management systems
• Strong analytical and problem-solving skills
• Detail-oriented with accurate data entry and solid math skills (addition, subtraction, multiplication, division)
• Team player with a customer-focused approach to finding accommodating solutions
• Ability to work effectively in a fast-paced environment with changing priorities

Work Conditions

• Fast-paced office environment requiring multitasking and managing changing priorities
• Approximately 80% sedentary work with occasional exertion of up to 10 pounds and occasional lifting up to 20 pounds
• Operation of computer workstation including keyboard and video display required
• Reasonable accommodations available for physical or mental impairments