Accounts Payable Specialist

Accounts Payable Specialist - Applications accepted through 12/30/25

United Heritage Insurance exists to help people achieve financial security and peace of mind through quality insurance products. We achieve this by being a caring and trusted partner who delivers outstanding customer service.

Job Summary

This position is responsible for the daily accounts payable function. This includes various policyholder payments as well as payments to vendors, agents, board members, employee reimbursements, etc. There will be opportunities to problem-solve and perform account reconciliations. In addition to processing payments, this role will manage vendor records, tax compliance, and work with others throughout the business to establish standardized processes for submitting payment requests.

Primary Responsibilities

• Receive and analyze payable requests for all necessary supporting documentation, coding, and approvals

• Accurately key in all payment requests and attach applicable support to entry

• Request/Receive approvals from applicable company representatives

• Daily check/EFT payment processing of invoices, reimbursement requests, policy payouts, batch entries

• Process/Route check payments & issue payment receipts to applicable recipients

• Track and pay recurring monthly billings

• Work directly with departments to resolve concerns, conflicts, and interests

• Maintain personal and accounts payable Outlook inboxes consecutively

• Maintain/Update digital vendor records

• Assist in preparation for year-end 1099 filing process

• Assist with preparation of unclaimed property and sales/use tax filings.

• Receive/Maintain Form W-9 for all vendor records

Additional Responsibilities

• Initiate & maintain forms for departmental tracking and record keeping

• Maintain support of all payables transactions for retention laws and audit purposes

• Additional duties as assigned

Knowledge and Skill Requirements

• High School Diploma or equivalent (GED)


• Some additional job-related course work helpful, but not required


• Experience in Accounts Payable or related financial/data entry work (2 years preferred), demonstrating strong attention to detail, numerical accuracy, and ability to process and reconcile financial data


• General Accounting knowledge, including an understanding of double-entry accounting, or willingness to learn


• Strong computer & troubleshooting skills, including standard Microsoft Office products


• Type at least 40wpm accurately


• Ability to learn and retain new information for processes applicable to the insurance industry


• Excellent verbal and written communication skills


• Possess initiative, flexibility, and strong time-management skills


• Desire to work in a team environment


• Expressive of United Heritage Core Beliefs: “We Care, Relationships Matter, Do the Right Thing, Own It, Believe it’s Possible”

Preferred Qualifications

• Understanding of Life Insurance operations and product lifecycle

• Current employee of United Heritage Insurance

Working Conditions

Work is performed in an office environment; may sit for long periods of time; visual acuity to perform reading and computer functions.

Workplace Culture and Benefits

United Heritage Financial Group is an established and growing company. We offer a flexible work environment and pride ourselves on a culture of innovation and inclusion. Our company offers professional development, mentorship, and opportunities to give back to the communities we serve. Our competitive compensation and benefit package includes a 401(k) plan with company match and immediate vesting, profit sharing, company-paid disability, paid parental leave, a paid volunteer day, 11.5 paid holidays plus an additional floating holiday, and a generous PTO/vacation plan based on length of service with the company. Our standard full-time work week is 37.25 hours/week – we close at 3:00 on Fridays to kick off the weekend! United Heritage firmly believes in supporting employees and our community; we actively support local charitable agencies and make sustainability and social responsibility a priority.

This position is eligible for healthcare, dental, and vision benefits on day one and a new hire mentor program to support a successful onboarding experience!

All employees will be subject to a criminal and credit background check as a requirement of employment.

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