Job Description

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

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.
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. Other projects or duties, as needed.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 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 physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, 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. Specific vision abilities required by this job include close vision, and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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.


This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Attention to all Recruiting Agencies:

Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.