Carrier Payables Specialist
The Carrier Payables Specialist is responsible for the timely and accurate payment of insurance carrier accounts, as well as reconciliation research and balancing of related general ledger accounts.
Essential functions include :
- Accurate and timely reconciliation of carrier statements and / or individual carrier invoices against EPIC invoicing
- Research discrepancies and work with internal Account Managers and / or carrier contacts to determine corrective action needed
- Process payments to Finance Companies as needed for financed policies
- Monitor the subsidiary ledger to ensure timely payments to carriers and accurate record-keeping in the agency management system
- Develop and maintain effective relationships with carrier contacts, to ensure open communication and a joint resolution process, as issues arise
- Participate in seminars and other training for knowledge and skill development
Additional responsibilities may include other duties as needed to support the essential functions.
Knowledge, skills, and abilities required include :
Basic accounting knowledge of journal entriesStrong computer skills, with a focus on the Microsoft Office suite of products (Word, Excel, Outlook, Teams, etc.) with an understanding of automated agency management systemsStrong analytical and problem-solving skillsDetail-oriented, accurate with data input, and have math skills including the ability to add, subtract, multiply, and divide numbersTeam player and willing to find accommodating solutions for our customers, companies, and AgencyAbility to work within a fast-paced, changing priority environmentSelf-motivated, with the initiative to prioritize and be self-directedRegular and punctual attendance is requiredAbility to communicate effectively, both verbally, and in writingExcellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levelsAbility to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the AgencyAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentialityQualifications include :
2-4 Years experience in agency accounting, with demonstrated knowledge of accounts receivable and payable, preferredA High School diploma is requiredCollege-level accounting courses or equivalent experience preferredWorking conditions include :
Fast-paced, multi-tasking, office environment with periodic high disruption and changing prioritiesAbility to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequentlyAbility to lift up to 20 pounds occasionallyRequires operation of a computer workstation, including keyboard and video displayAll requirements may be modified to reasonably accommodate physical or mental impairment