Insurance Accounting Analyst

EPIC Brokers•Alpharetta, GA

13d•Hybrid

About The Position

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined. We’ve been so successful, that now we’re looking to grow our team! JOB OVERVIEW: We are hiring a Commercial (Accounting) Analyst to assist our team with processing invoices and accounting-related client management tasks. In this role, the Analyst will be a point of contact for underwriters at various carriers, and a point of contact for clients regarding billing. This role will also focus on reconciliations, invoicing, billing, reporting, and deposits. LOCATION: HYBRID - Alpharetta, GA (3 days a week in-office)

Requirements

At least 2+ years of experience in insurance or accounting role
Bachelor's degree, preferably in accounting or finance
Candidates with strong communication skills: This role communicates regularly with internal and external clients.
Strong Excel skills: This role will have the opportunity to oversee & lead operational improvements for the team, leading projects and process improvements.
Bachelor’s Degree Required
2+ years of experience in insurance industry, finance or accounting
Demonstrate strong proficiency in Word and Excel.
Articulate, well organized, and focused.
Must be punctual and reliable.
Goal oriented and highly motivated and resourceful to achieve results.
Work efficiently in a fast-paced environment
Ability to establish priorities and meet deadlines

Nice To Haves

Experience with Agency Management Systems such as Sagitta and ImageRight preferred
Strong Microsoft Office proficiency, especially in Outlook and Excel

Responsibilities

Accurately process client invoices/refunds in accordance with established billing cycles and organizational standards (Sagitta).
Generate statement invoices for applicable clients monthly
Investigate and resolve billing issues or disputes in collaboration with sales and account management teams
Reconcile accounts receivable/payable ledgers to ensure all payments are accounted for and properly posted
Serve as a point of contact for underwriters to request invoices and renewal documentation, ensuring timely and accurate exchange of information.
Create reporting to proactively communicate to clients and internal team on account standings and identify gaps in current workflows
Prepare bank deposits and assist with month end close procedures
Assist in maintaining accurate records of accounts and financial statements transactions
Support audits and provide documentation as needed
Assist with special projects involving process improvements
Gain knowledge of the product/industry through daily activities and training
Understand accounting systems and processes and communicate effectively
Deliver accurate, timely and compliant accounting services

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
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and 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
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation