Agency Bill and Carrier Payable Specialist

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 46th 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!

• Ensure timely payments to carriers for agency bill items. Review and reconcile agency bill invoices and statements ensuring they are billed accurately and paid on time.
• Invoice all agency bill items as directed by Account Managers on the Billing Request Form in a timely and accurate manner.
• Assist in documenting established workflows for all agency invoicing.
• Collaborate with Account Managers to invoice agency-billed 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 agency bill 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 agency bill 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 agency bill statements and processing carrier payments.
• Approachable with a positive attitude and always willing to help.
• Other projects or duties, as needed.

• 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.

• None required.

• 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.