Carrier Payables Specialist

SUMMARY:

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:

• 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:

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Basic accounting knowledge of journal entries
• Strong computer skills, with a focus on the Microsoft Office suite of products (Word, Excel, Outlook, Teams, etc.) with an understanding of automated agency management systems
• Strong analytical and problem-solving skills
• Detail-oriented, accurate with data input, and have math skills including the ability to add, subtract, multiply, and divide numbers
• Team player and willing to find accommodating solutions for our customers, companies, and Agency
• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally, and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

QUALIFICATIONS:

• 2-4 Years experience in agency accounting, with demonstrated knowledge of accounts receivable and payable, preferred
• A High School diploma is required
• College-level accounting courses or equivalent experience preferred

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

• Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairment

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