Specialist - PrBR

Title: Specialist - PRBR  

Department: Global Business Services 

Location: Grand Rapids 

Reports to: Sr. Director, GBS Accounting  

Job Summary: 

We are currently looking to add to our team with an exciting opportunity as a Specialist in [Invoicing, Cash Application & Receivables, Premium Payables, Producer & Broker Commission Payables (PrBr), or Direct Bill]. This role reports to the Senior Director for the functional area in Accounting Global Business Services. The [Invoicing, Cash Application & Receivables, Premium Payables, Producer & Broker Commission Payables (PrBr), or Direct Bill] Specialist supports the accurate and timely execution of processes within the Accounting Global Delivery Center (GDC). This role works closely with the Accounting GDC, internal stakeholders, and the Senior Director and Senior Manager of [Invoicing, Cash Application & Receivables, Premium Payables, Producer & Broker Commission Payables (PrBr), or Direct Bill] to ensure accuracy, resolve issues, and maintain process consistency. This role acts as a hands-on subject-matter expert, supporting day-to-day functional activities, addressing escalations, and contributing to continuous improvement initiatives.   

Responsibilities: 

• Strong understanding of [Invoicing, Cash Application & Receivables, Premium Payables, Producer & Broker Commission Payables (PrBr), or Direct Bill] operations, ensuring accurate and timely completion of tasks related to carrier invoices and payments. 

• Serve as the primary onshore escalation point for Operations staff and offshore delivery teams, taking ownership of complex issues, ensuring timely resolution, and providing clear communication across all stakeholders. 

• Drive process consistency and improvement by analyzing recurring issues, coordinating with offshore leads, sharing best practices, and supporting training/documentation to reduce future escalations and strengthen overall service delivery. 

• Assist in the development and enhancements of processes through streamlining tasks and improving efficiency. 

• Develop and maintain strong relationships with Accounting GDC, Operations, Growth, Accounting, & Finance teams, addressing escalations, inquiries, and resolving discrepancies in a professional and timely manner. 

• Stay up-to-date and in compliance with industry regulations and best practices. Implementing and maintaining accounting policies, procedures, and controls to ensure compliance with regulatory requirements and company guidelines. 

• Identifies potential financial risks and raises these issues, along with suggested solutions, to leaders and Operational Excellence. 

• Participate in special projects and initiatives as assigned, demonstrating flexibility and adaptability in a fast-paced environment. 

• Demonstrates ability to navigate, problem solve, and complete complex processes. 

• Works closely with offshore delivery teams to ensure high-quality and consistent processing that meet our SLAs, performing regular quality audits. 

• Support training documentation and knowledge sharing for both onshore and offshore teams. 

• Participate in UAT (User Acceptance Testing) for system enhancements or process changes. 

Qualifications:  

• 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.  

Education/Experience:  

• Bachelor's degree in accounting, finance, or a related field preferred. 

• 3-5+ years of insurance accounting experience in [Invoicing, Cash Application & Receivables, Premium Payables, Producer & Broker Commission Payables (PrBr), or Direct Bill] required.  

• Demonstrated proficiency in Applied Epic agency management system. 

• Proficient in using agency management system software and Microsoft office applications.  

• Strong cross-functional knowledge across all insurance accounting processes. 

• Familiarity with process improvement tools or methodologies (i.e., Lean, Six Sigma, automation).