Carrier Payables Specialist

Palmer & Cay; Atlanta (GA); Hybrid; USD 55,000 - 70,000; Full time

Job summary

Palmer & Cay is seeking a Carrier Payables Specialist to join our Accounting team in Atlanta, GA. This role focuses on accurate and timely management of carrier payable transactions within Applied Epic and ensuring payments align with carrier agreements and procedures.

The ideal candidate has 2–3 years in accounts payable or related roles, with experience in Applied Epic or similar management systems, and strong attention to detail and analytical skills.

Qualifications

• 2–3 years of experience in accounts payable, accounting, bookkeeping, or a related role.
• Applied Epic or insurance agency management system experience preferred.
• Strong attention to detail and organizational skills.

Responsibilities

• Review and process carrier payable transactions generated through Applied Epic.
• Verify premium, commission, fees, taxes, and carrier remittance amounts for accuracy.
• Prepare and process carrier payments through check, ACH, wire transfer, or other approved methods.
• Ensure carrier payments are made within contractual payment terms and agency deadlines.
• Monitor payables aging and identify overdue balances.
• Reconcile carrier statements to Epic and general ledger balances.
• Investigate unapplied cash and suspense balances; assist with monthly close processes.
• Maintain carrier records, billing information, and remittance instructions.
• Serve as primary accounting contact for carrier payment inquiries.
• Collaborate with producers and service teams to resolve billing issues.

Skills

Attention to detail

Organizational skills

Analytical skills

Communication skills

Problem-solving skills

Tools

Applied Epic

Microsoft Excel

Microsoft Office

Job description

Palmer & Cay is looking for a Carrier Payables Specialist to join our Accounting team in Atlanta, GA.

This role is an excellent opportunity for an accounting professional who enjoys working with numbers, solving problems, and collaborating across teams. The Carrier Payables Specialist will play an important role in ensuring accurate and timely management of carrier payable transactions within Applied Epic. This role ensures carrier bill obligations are processed, reconciled, and remitted in accordance with carrier agreements, agency procedures, and accounting controls. The Carrier Payables Specialist works closely with Accounting, Operations, Producers, Account Managers, and insurance carriers to maintain accurate policy accounting records and strong carrier relationships.

What You'll Do:

• Review and process carrier payable transactions generated through Applied Epic.
• Verify premium, commission, fees, taxes, and carrier remittance amounts for accuracy.
• Prepare and process carrier payments through check, ACH, wire transfer, or other approved methods.
• Ensure carrier payments are made within contractual payment terms and agency deadlines.
• Monitor payables aging and proactively identify overdue balances.

Applied Epic Management

• Utilize Applied Epic Accounting module to manage carrier payable workflows.
• Review posted invoices, cash receipts, direct bill transactions, and commission activity.
• Research and resolve discrepancies between Epic, carrier statements, and accounting records.
• Maintain accurate carrier records, billing information, and remittance instructions.
• Support periodic Epic data cleanup and quality control initiatives.

Reconciliations

• Reconcile carrier statements to Epic and general ledger balances.
• Investigate unapplied cash, suspense balances, aged payables, and premium discrepancies.
• Assist with monthly accounting close processes related to carrier payables.
• Prepare reconciliation schedules and supporting documentation.
• Adhere to agency accounting policies and internal controls.
• Support audits by preparing carrier payable documentation and reports.
• Maintain compliance with applicable insurance regulations and carrier agreements.
• Ensure segregation of duties and proper approvals are followed for payment processing.

Communication & Relationship Management

• Serve as a primary accounting contact for carrier payment inquiries.
• Collaborate with producers and service teams to resolve billing issues.
• Communicate professionally with carrier accounting departments regarding remittance questions and account reconciliations.
• Escalate significant payment issues to management as necessary.

What We’re Looking For:

• 2–3 years of experience in accounts payable, accounting, bookkeeping, or a related role
• Applied Epic or insurance agency management system experience preferred
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities and deadlines
• Strong analytical, communication, and problem-solving skills
• Proficiency with Microsoft Excel and Microsoft Office

Work Arrangement: Hybrid – 3 days per week in office

Reports to: Director of Finance and Accounting

At Palmer & Cay, we believe great work happens when talented people collaborate, take ownership, and genuinely care about the clients and colleagues they serve.