About The Position

EPIC Insurance Brokers & Consultants is seeking a Direct Bill Accounting / Insurance Commissions Analyst to join their team. This role is remote and open to candidates in any US timezone. EPIC is a rapidly growing insurance firm with over 3,000 employees nationwide, founded in 2007 and headquartered in New York City. The company values an owner mindset, inspiring trust, thinking big, and driving results. This position requires an individual to perform essential duties satisfactorily, with reasonable accommodations available for individuals with disabilities.

Requirements

  • Beginner to intermediate Excel skills
  • Strong knowledge of a variety of Microsoft Office computer software applications in word processing, excel spreadsheets, PDF and email communication
  • Able to research insurance carrier websites for pertinent information
  • Able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks, demands and adaptable to change
  • High level of interpersonal skills
  • Strong Communication skills
  • Demonstrated poise, tact and diplomacy

Nice To Haves

  • Bachelor’s in business administration preferred
  • Insurance accounting experience preferred

Responsibilities

  • Identify and coordinate EB commission payments from carriers (checks, EFTs or ACHs)
  • Follow up with carriers, branch offices for commission statements or retrieve from online portals
  • Maintain portal logins as well as signing up for new logins as needed
  • Batch and forward carrier payments and commission statements to outsourcing partner for posting
  • Coordinate commission posting with other EPIC offices
  • Research and resolve EB exceptions from outsourcing partner
  • Research and respond to any EB inquiries from branch offices
  • Update and maintain EB commission revenue logs
  • Post month end cut-off commissions in-house as needed
  • Process commission refunds to carriers
  • Allocate and post contingent commissions
  • Assist as back up for other A/R team members as needed
  • Other duties and projects assigned

Benefits

  • Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps)
  • 22 PTO days starting out for hourly/non-exempt employees
  • 12 company-observed paid holidays
  • 4 early-close days
  • Paid parental leave
  • Pregnancy disability and bonding leave
  • Organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
  • Mentorship Program
  • Tuition Reimbursement Program
  • Leadership Development
  • Pet Insurance
  • Identity Theft & Fraud Protection Coverage
  • Legal Planning
  • Family Planning
  • Menopause & Midlife Support
  • 401(k) matching
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Wellness & employee assistance programs
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