Unison Risk Advisors · 8 hours ago
Carrier Payables Specialist
Cleveland, Ohio, United States
Full-time
Hybrid
New Grad, Entry LevelOswald Companies is seeking a Carrier Payables Specialist to join their finance department, responsible for managing financial transactions related to carriers and clients. The role involves ensuring accurate processing of invoices and collaborating with internal departments to resolve issues and improve efficiency.
Financial ServicesInsuranceProperty Insurance
Responsibilities
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
Qualification
Required
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
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
Preferred
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
Company
Unison Risk Advisors
Unison Risk Advisors is committed to an independent brokerage service model guided
Founded in 2022
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Peloton Capital Management
2022-03-16Private Equity
Recent News
2025-08-01
2025-05-01
2025-05-01
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