Field Payment Specialist

Introduction


Overview

The Field Payment Specialist is responsible for the accurate and timely processing of high-priority claim payments within the Centralized Field Payment operation. This role performs transaction processing, prepares checks and supporting documentation, validates payment and delivery information, and ensures completed transactions meet established financial controls, service-level expectations, and documentation requirements.

The position operates in a time-sensitive, control-focused environment where accuracy, productivity, attention to detail, confidentiality, and adherence to established procedures are critical.

How you'll make an impact

Field Payment Processing

• Process assigned Field Payment requests accurately and efficiently.
• Enter payment information into Risx-Facs and other applicable processing systems.
• Complete required Field Payment worksheets, check templates, and supporting documentation.
• Generate UPS shipping labels and verify shipping information against payment documentation.
• Print checks and verify the check number, dollar amount, payee information, and mailing information.
• Route completed checks and supporting documentation through the designated review and signature process.

Quality and Accuracy

• Validate payment information against the approved Field Payment request before completing processing.
• Confirm that payee, payment amount, mailing information, check number, and shipping information are consistent across supporting documents.
• Identify missing, inconsistent, or incorrect information and escalate or return items according to established procedures.
• Maintain a high level of accuracy when handling financial transactions.

Documentation and Financial Controls

• Maintain complete documentation supporting each Field Payment transaction.
• Scan and/or attach required approvals, payment documentation, check copies, system records, and shipping documentation.
• Update transaction status accurately and timely.
• Follow established segregation-of-duties requirements and financial controls.
• Protect confidential claimant, client, vendor, and financial information.
• Do not assign personal work or sign checks processed by the employee; assignment and signing remain separate control responsibilities.

Service and Productivity

• Manage assigned work to meet established production and turnaround expectations.
• Support same-day completion of eligible approved requests received before the established cutoff time.
• Prioritize time-sensitive payments and communicate potential delays or processing issues promptly.
• Collaborate with Assigners, Signers, Supervisors, Resolution Managers, and business partners to resolve payment issues.
• Support workload balancing, process improvement, and cross-training within the Field Payment team.

About You

Required: High school diploma or GED required. At least one year office work experience. Working knowledge of current business software such as Word and Excel.

Preferred

• Strong attention to detail and ability to perform repetitive financial transactions accurately.
• Ability to work effectively in a high-volume, deadline-driven environment.
• Strong organizational and time-management skills.
• Ability to follow written procedures, financial controls, and approval requirements.
• Basic proficiency with Microsoft Outlook, Excel, and Word.
• Ability to accurately compare information across multiple documents and systems.
• Strong written and verbal communication skills.
• Experience in claims, payment processing, accounts payable, banking, insurance operations, or another transaction-processing environment.
• Experience working with check processing or financial transactions.
• Familiarity with Risx-Facs or a comparable claims or payment platform.
• Experience working in an environment with formal segregation-of-duties or financial-control requirements.

Core Competencies

• Accuracy and attention to detail
• Risk and control awareness
• Productivity and sense of urgency
• Accountability and process discipline
• Problem identification and escalation
• Organization and prioritization
• Teamwork and adaptability

Working Environment

This role supports a high-volume payment operation responsible for payments to claimants, clients, vendors, medical providers, attorneys, and other approved recipients. Employees must consistently follow approved workflows and maintain appropriate separation between work assignment, payment processing, check signing, and reconciliation.

Behaviors: Above average verbal and written communication skills, as well as, demonstrated competence in reading and basic mathematics. Able to maintain strict confidence regarding information contained in assigned work. Ability to professionally interact with all levels of branch personnel, as well as, clients, vendors and all other office visitors.

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being 
• Career development opportunities and ongoing learning 
• A collaborative, people-first culture with accessible leadership 
• The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)