Producer Compensation Analyst

EPIC Brokers

20d•$75,000 - $90,000•Remote

About The Position

The Producer Compensation Analyst is responsible for the accurate processing, validation, and support of producer and broker compensation for an assigned region. This role combines monthly workflow execution with inquiry resolution, data analysis, and cross-functional coordination. The ideal candidate is strong in Excel, comfortable working with large, complex datasets, able to research issues across multiple systems, and grounded in accounting fundamentals. This is a low volume, high-complexity role requiring strong attention to detail, sound judgment, and the ability to work independently.

Requirements

2–4 years of experience in accounting, compensation, financial operations, or a similar role
Bachelor’s degree in Finance, Accounting, Business Administration, a related discipline, or equivalent experience.
Hands-on experience with agency management or invoicing systems.
Advanced Excel proficiency including lookup functions, conditional aggregation, nested formulas and exposure to Power Query.
Working knowledge of accounting fundamentals sufficient to prepare and book journal entries accurately.
Ability to independently synthesize data from multiple sources, apply sound judgement, and present findings in a clear narrative for management.
Comfort working with messy, large, and imperfect datasets across multiple systems.
Strong written and verbal communication skills.

Nice To Haves

Experience working for insurance an insurance brokerage, wholesaler, or MGA.
Hands-on AMS experience--Sagitta, AMS 360, Applied Epic, Benefit Point, or equivalent.
Basic SQL querying capability for pulling and validating data.
VBA familiarity.
Power Query experience.
Experience supporting payroll, accounts payable, or producer compensation processes.

Responsibilities

Execute monthly compensation workflow procedures for producer and broker compensation accurately and on schedule.
Prepare and distribute compensation statements using standardized templates and analytical tools.
Validate payment amounts and adjustments for accuracy before submission to payroll and accounts payable.
Book accounting entries with proper debit and credit treatment across relevant systems.
Partner with payroll and accounts payable to support producer and broker setup and documentation requirements.
Prepare complex compensation calculations and analytical reports by independently researching and interpreting data across multiple systems, translating findings into a clear narrative for management.
Perform ad-hoc reporting and analysis related to a producer’s book of business as requested.
Investigate anomalies, explain variances, and present findings clearly.
Understand how policy invoices are created, coded, and processed in the agency management system to identify billing and coding issues that impact compensation.
Read and interpret producer employment agreements to determine correct compensation treatment and perform calculations accordingly.
Reconcile and resolve discrepancies between contract terms, system records, and compensation outputs by tracing issues to root cause.
Coordinate updates to producer coding, rates, splits, and profile setup in the AMS in collaboration with account managers and operations teams.
Document key decisions, adjustments, and outcomes with clear, audit‐ready support.
Serve as a primary point of contact for producers regarding compensation statements, payments, coding, and related questions.
Research and resolve inquiries by navigating multiple systems and datasets; communicate outcomes clearly and professionally to producers, finance teams, and business leaders.

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
401(k) matching
medical insurance
dental insurance
vision insurance
wellness & employee assistance programs