About The Position

The Accounts Receivable Process Integration & Carrier Relations Analyst is responsible for leading the carrier relations team in managing all aspects of Direct Bill accounting-related communications and interactions. This role involves overseeing the completion of mergers and acquisitions (M&A) carrier conversions into the National Accounting Center (NAC) and ensuring that all Direct Bill commissions are accurately received and posted to the appropriate bank accounts.

Requirements

  • Associate's degree and 5 years of related experience required.
  • Requires some functional and industry experience and/or expertise.

Nice To Haves

  • Bachelor’s degree in Business, Finance, Accounting, or comparable working experience.
  • Proven experience in accounts receivable, carrier relations, or a related field.
  • Strong leadership and team management skills.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple projects and meet deadlines.
  • Strong problem-solving and analytical skills.
  • Proficiency in Microsoft Office Suite and familiarity with accounting software.

Responsibilities

  • Act as the primary accounting relationship lead with carriers, fostering strong partnerships.
  • Build and maintain robust relationships with key carrier partners.
  • Oversee the end-to-end process of acquisition conversions to the NAC.
  • Collaborate with the offshore team to prepare and present weekly project status reports to the M&A conversion team.
  • Ensure timely and efficient completion of conversions with the offshore team.
  • Organize and conduct semi-annual meetings with key carriers to enhance partnerships.
  • Establish and manage escalation paths with carriers to resolve issues promptly.
  • Develop and maintain a comprehensive carrier accounting contacts library across all divisions.
  • Work closely with all resources, including the M&A Team, NAC, and branches, to facilitate smooth operations.
  • Address and resolve branch questions and escalations effectively.
  • Collaborate with the Manager to reduce turnaround time (TAT) for new acquisition conversions.
  • Oversee documentation processes and handle escalations related to carrier conversions, including facilitating the completion of special forms.
  • Administer and manage escalations for Carrier Portal Access for Commission statements.
  • Identify and pursue opportunities for carrier consolidation to optimize operations.
  • Work with the M&A team to close legacy bank accounts for recent acquisition partners that have converted to the NAC.
  • Lead accounting carrier communication for NAC through phone, email, and other channels.
  • Assist in other accounts receivable-related support functions as needed.
  • Assist with Accounts Payable Check output (printing & mailing of checks produced in the office).
  • Participate in and lead special projects related to Direct Bill Commissions.

Benefits

  • Medical/dental/vision plans, which start from day one!
  • Life and accident insurance.
  • 401(K) and Roth options.
  • Tax-advantaged accounts (HSA, FSA).
  • Educational expense reimbursement.
  • Paid parental leave.
  • Digital mental health services (Talkspace).
  • Flexible work hours (availability varies by office and job function).
  • Training programs.
  • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing.
  • Charitable matching gift program.
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