Robertson Ryan Insurance
Accounts Payable Specialist
Robertson Ryan Insurance, Milwaukee, Wisconsin, United States, 53244
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Recognized nationally as a Top Workplace and Top 100 US Insurance Agency!
Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It’s an exciting time to join our growing firm! Position Summary
Responsible for independently and proactively paying insurance carriers and assisting in invoicing clients following established workflows while collaborating with account managers to ensure accuracy. This position also includes reviewing account and commission information in EPIC for accuracy. Accounts Payable Specialist Duties And Responsibilities
Ensure timely payments to insurance carriers. Review and reconcile insurance carrier invoices and statements ensuring they were billed to RRI clients accurately and payment was received. Assist with invoicing RRI clients as directed by Account Managers on the Billing Request Form in a timely and accurate manner. Assist in documenting established workflows for paying carriers and invoicing clients. Collaborate with Account Managers to invoice premiums for endorsements, renewals, new business, audits, etc. Work with Account Managers to ensure accurate information is included in EPIC. Communicate with internal RRI team members and external contacts, as necessary, to resolve invoice, statement, or cash receipt discrepancies or issues. Follow up with carrier contacts on credits and aging items. If there is no carrier contact, follow up with respective Producer or RRI management team member. Work with Producers and Account Manager/Customer Service Representatives on payment and billing questions. Process check requests for Account Managers and Producers. Act as a backup for vendor payments and expense reports. Work with Controller on projects and process efficiency. Respond to Producers and Account Manager/Customer Service Representatives’ questions in a timely and professional manner. Maintain a high degree of accuracy in processing carrier payments and billing clients. Approachable with a positive attitude and always willing to help. Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education And/or Experience
Requires a high school diploma and three years of related experience; or a combination of education and experience. Language Skills
Ability to read and interpret documents such as bank statements, commission statements and procedure manuals. Ability to prepare reports and correspondence. Ability to communicate effectively with insurance carriers and other internal RRI employees. Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Physical Demands
The employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Work Environment
The noise level in the work environment is usually moderate. Computer Skills
Must be comfortable with internet-based programs as well as advanced knowledge of Microsoft office products. Knowledge of Epic preferred but not required. Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy. Certificates, Licenses, Registrations
None required. Other Skills And Abilities
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. Maintain a cordial and effective relationship with carriers, co‑workers, vendors and other business contacts. Ability to work in a team environment. Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance. EEO/AA Statement
Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It’s an exciting time to join our growing firm! Position Summary
Responsible for independently and proactively paying insurance carriers and assisting in invoicing clients following established workflows while collaborating with account managers to ensure accuracy. This position also includes reviewing account and commission information in EPIC for accuracy. Accounts Payable Specialist Duties And Responsibilities
Ensure timely payments to insurance carriers. Review and reconcile insurance carrier invoices and statements ensuring they were billed to RRI clients accurately and payment was received. Assist with invoicing RRI clients as directed by Account Managers on the Billing Request Form in a timely and accurate manner. Assist in documenting established workflows for paying carriers and invoicing clients. Collaborate with Account Managers to invoice premiums for endorsements, renewals, new business, audits, etc. Work with Account Managers to ensure accurate information is included in EPIC. Communicate with internal RRI team members and external contacts, as necessary, to resolve invoice, statement, or cash receipt discrepancies or issues. Follow up with carrier contacts on credits and aging items. If there is no carrier contact, follow up with respective Producer or RRI management team member. Work with Producers and Account Manager/Customer Service Representatives on payment and billing questions. Process check requests for Account Managers and Producers. Act as a backup for vendor payments and expense reports. Work with Controller on projects and process efficiency. Respond to Producers and Account Manager/Customer Service Representatives’ questions in a timely and professional manner. Maintain a high degree of accuracy in processing carrier payments and billing clients. Approachable with a positive attitude and always willing to help. Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education And/or Experience
Requires a high school diploma and three years of related experience; or a combination of education and experience. Language Skills
Ability to read and interpret documents such as bank statements, commission statements and procedure manuals. Ability to prepare reports and correspondence. Ability to communicate effectively with insurance carriers and other internal RRI employees. Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Physical Demands
The employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Work Environment
The noise level in the work environment is usually moderate. Computer Skills
Must be comfortable with internet-based programs as well as advanced knowledge of Microsoft office products. Knowledge of Epic preferred but not required. Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy. Certificates, Licenses, Registrations
None required. Other Skills And Abilities
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. Maintain a cordial and effective relationship with carriers, co‑workers, vendors and other business contacts. Ability to work in a team environment. Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance. EEO/AA Statement
Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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