Carrier Payables Specialist
full-time•Cleveland
About this role
<p data-pm-slice="1 3 []"><strong><u>Job Summary:</u></strong></p><p>At Oswald Companies, we are seeking a Carrier Payables Specialist to join our dedicated team responsible for managing financial transactions related to carriers and clients. As an integral part of our finance department, you will ensure accurate and timely processing of invoices, statements, and adherence to financial policies and procedures.</p><p> </p><p><strong><u>A Day in the Life:</u></strong></p><ul><li><p>Monitor, review, and process carrier payments</p></li><li><p>Work directly with our service team and carriers to facilitate accurate and timely completion of carrier payables function</p></li><li><p>Obtain necessary approvals and signatures on checks and other payment documents</p></li><li><p>Collaborate with internal departments to resolve carrier payable-related issues and ensure smooth operations, this includes but is not limited to client service team, billing, and AR</p></li><li><p>Assist in the development and enhancements of carrier payables process through streamlining tasks and improving efficiency</p></li><li><p>Develop and maintain strong relationships with agency partners and carrier partners, addressing inquiries and resolving payment discrepancies in a professional and timely manner</p></li><li><p>Implementing and maintaining carrier payables policies, procedures, and controls to ensure compliance with regulatory requirements and company guidelines</p></li><li><p>Maintain confidentiality of sensitive financial information and adhere to regulatory requirements</p></li><li><p>Participate in special projects and initiatives as assigned, demonstrating flexibility and adaptability in a fast-paced environment</p></li><li><p>Completes a higher volume of tasks and demonstrates ability to navigate complex processes</p></li></ul><p> </p><p><strong><u>What You'll Need:</u></strong></p><ul><li><p>Exceptional attention to detail and accuracy, with the ability to analyze complex financial data</p></li><li><p>Shows initiative to complete work without the prompting of others</p></li><li><p>Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines</p></li><li><p>Excellent communication and interpersonal skills, with the ability to build and maintain relationships with agency partners, carrier partners and internal stakeholders</p></li><li><p>Ability to work independently as well as collaboratively in a team-oriented environment</p></li><li><p>Solid problem-solving and decision-making abilities, with a proactive approach to identifying and resolving issues</p></li><li><p>Proficiency in financial software and spreadsheets: Experience with Vertafore AMS360 and ImageRight and spreadsheets to accurately record outgoing payments</p></li></ul><p> </p><p><strong><u>Who You Are/Experience:</u></strong></p><ul><li><p>Dedicated: Committed to maintaining accuracy and efficiency in financial transactions.</p></li><li><p>Problem-solver: Resourceful in resolving discrepancies and improving processes</p></li><li><p>Detail-oriented: Thorough in reviewing and documenting financial information</p></li><li><p>Team player: Collaborative mindset to work effectively with colleagues and contribute to team success</p></li><li><p>Integrity-driven: Upholds confidentiality and ethical standards in financial reporting</p></li><li><p>Familiarity with insurance agency management systems and processes helpful</p></li><li><p>Proficient in using agency management system software and Microsoft office applications preferred</p></li><li><p>Strong knowledge of carrier invoicing processes, agency management systems, and insurance billing practices preferred</p></li></ul><p class="MsoNormal"><strong>Physical and Environmental Demands</strong></p><p class="MsoNormal">This role involves typical duties performed in an office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please us at <a href="mailto:[email protected]">[email protected]</a> to discuss your specific need.</p><ul style="margin-top: 0in;" type="disc"><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Physical Requirements</strong>: Primarily sedentary work involving sitting, typing, and handling office equipment. Occasional walking, standing, and lifting up to 10 pounds may be required.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Manual Dexterity & Vision</strong>: Requires sufficient manual dexterity and visual acuity for computer use, data analysis, and document preparation.</li><li class="MsoNormal" style="mso-list: l0 level1 lfo1; tab-stops: list .5in;"><strong>Work Environment</strong>: Standard indoor office setting with moderate noise levels and climate control.</li></ul>
What you'll do
- The Carrier Payables Specialist will monitor, review, and process carrier payments while collaborating with internal departments to resolve related issues. This role also involves maintaining strong relationships with agency and carrier partners and ensuring compliance with financial policies.
About Unison Risk Advisors
Unison Risk Advisors is one of the top privately-held insurance brokerages in the nation. Through its regional operating companies, Unison Risk Advisors provides risk management services, commercial property and casualty insurance, employee benefits and health insurance, personal and life insurance, and retirement plan services to corporate and individual clients in a diverse set of industries. Unison Risk Advisors is committed to an independent brokerage service model guided by the belief that clients are best served by professionally managed and well-resourced firms that can act independently upon the best interests of the client.
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Frequently Asked Questions
What does a Carrier Payables Specialist do at Unison Risk Advisors?
As a Carrier Payables Specialist at Unison Risk Advisors, you will: the Carrier Payables Specialist will monitor, review, and process carrier payments while collaborating with internal departments to resolve related issues. This role also involves maintaining strong relationships with agency and carrier partners and ensuring compliance with financial policies..
Is the Carrier Payables Specialist position at Unison Risk Advisors remote?
The Carrier Payables Specialist position at Unison Risk Advisors is based in Cleveland, Ohio, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Carrier Payables Specialist position at Unison Risk Advisors?
You can apply for the Carrier Payables Specialist position at Unison Risk Advisorsdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.