Job Summary:
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.
A Day in the Life:
Monitor review and process carrier payments
Work directly with our service team and carriers to facilitate accurate and timely completion of carrier payables function
Obtain necessary approvals and signatures on checks and other payment documents
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
Assist in the development and enhancements of carrier payables process through streamlining tasks and improving efficiency
Develop and maintain strong relationships with agency partners and carrier partners addressing inquiries and resolving payment discrepancies in a professional and timely manner
Implementing and maintaining carrier payables policies procedures and controls to ensure compliance with regulatory requirements and company guidelines
Maintain confidentiality of sensitive financial information and adhere to regulatory requirements
Participate in special projects and initiatives as assigned demonstrating flexibility and adaptability in a fast-paced environment
Completes a higher volume of tasks and demonstrates ability to navigate complex processes
What Youll Need:
Exceptional attention to detail and accuracy with the ability to analyze complex financial data
Shows initiative to complete work without the prompting of others
Strong organizational and time management skills with the ability to prioritize tasks and meet deadlines
Excellent communication and interpersonal skills with the ability to build and maintain relationships with agency partners carrier partners and internal stakeholders
Ability to work independently as well as collaboratively in a team-oriented environment
Solid problem-solving and decision-making abilities with a proactive approach to identifying and resolving issues
Proficiency in financial software and spreadsheets: Experience with Vertafore AMS360 and ImageRight and spreadsheets to accurately record outgoing payments
Who You Are/Experience:
Dedicated: Committed to maintaining accuracy and efficiency in financial transactions.
Problem-solver: Resourceful in resolving discrepancies and improving processes
Detail-oriented: Thorough in reviewing and documenting financial information
Team player: Collaborative mindset to work effectively with colleagues and contribute to team success
Integrity-driven: Upholds confidentiality and ethical standards in financial reporting
Familiarity with insurance agency management systems and processes helpful
Proficient in using agency management system software and Microsoft office applications preferred
Strong knowledge of carrier invoicing processes agency management systems and insurance billing practices preferred
Physical and Environmental Demands
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 to discuss your specific need.
- Physical Requirements: Primarily sedentary work involving sitting typing and handling office equipment. Occasional walking standing and lifting up to 10 pounds may be required.
- Manual Dexterity & Vision: Requires sufficient manual dexterity and visual acuity for computer use data analysis and document preparation.
- Work Environment: Standard indoor office setting with moderate noise levels and climate control.
Required Experience:
IC
Job Summary: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...
Job Summary:
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.
A Day in the Life:
Monitor review and process carrier payments
Work directly with our service team and carriers to facilitate accurate and timely completion of carrier payables function
Obtain necessary approvals and signatures on checks and other payment documents
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
Assist in the development and enhancements of carrier payables process through streamlining tasks and improving efficiency
Develop and maintain strong relationships with agency partners and carrier partners addressing inquiries and resolving payment discrepancies in a professional and timely manner
Implementing and maintaining carrier payables policies procedures and controls to ensure compliance with regulatory requirements and company guidelines
Maintain confidentiality of sensitive financial information and adhere to regulatory requirements
Participate in special projects and initiatives as assigned demonstrating flexibility and adaptability in a fast-paced environment
Completes a higher volume of tasks and demonstrates ability to navigate complex processes
What Youll Need:
Exceptional attention to detail and accuracy with the ability to analyze complex financial data
Shows initiative to complete work without the prompting of others
Strong organizational and time management skills with the ability to prioritize tasks and meet deadlines
Excellent communication and interpersonal skills with the ability to build and maintain relationships with agency partners carrier partners and internal stakeholders
Ability to work independently as well as collaboratively in a team-oriented environment
Solid problem-solving and decision-making abilities with a proactive approach to identifying and resolving issues
Proficiency in financial software and spreadsheets: Experience with Vertafore AMS360 and ImageRight and spreadsheets to accurately record outgoing payments
Who You Are/Experience:
Dedicated: Committed to maintaining accuracy and efficiency in financial transactions.
Problem-solver: Resourceful in resolving discrepancies and improving processes
Detail-oriented: Thorough in reviewing and documenting financial information
Team player: Collaborative mindset to work effectively with colleagues and contribute to team success
Integrity-driven: Upholds confidentiality and ethical standards in financial reporting
Familiarity with insurance agency management systems and processes helpful
Proficient in using agency management system software and Microsoft office applications preferred
Strong knowledge of carrier invoicing processes agency management systems and insurance billing practices preferred
Physical and Environmental Demands
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 to discuss your specific need.
- Physical Requirements: Primarily sedentary work involving sitting typing and handling office equipment. Occasional walking standing and lifting up to 10 pounds may be required.
- Manual Dexterity & Vision: Requires sufficient manual dexterity and visual acuity for computer use data analysis and document preparation.
- Work Environment: Standard indoor office setting with moderate noise levels and climate control.
Required Experience:
IC
View more
View less