Revenue Specialist

EPIC Brokers•Newport Beach, CA

About The Position

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! Location: Newport Beach, CA JOB OVERVIEW: Reporting to the West Region Director of Employee Benefits Operations, the Revenue & Billing Operations Specialist plays a key role within the Employee Benefits (EB) Operations team by ensuring accurate commission revenue and client billing. This role is responsible for managing West Region EB direct bill commissions, tracking client service expenses, processing and reconciling client invoices, and identifying any missing or underreported revenue.

Requirements

Experience in employee benefits, insurance operations, finance, or revenue cycle management preferred.
Strong analytical skills with the ability to identify discrepancies and interpret financial data.
High attention to detail and strong organizational abilities.
Proficiency with billing systems, spreadsheets, and data reconciliation tools.
Ability to collaborate effectively with cross-functional teams.

Responsibilities

Process, track, and reconcile direct bill commission statements.
Validate commission amounts against expected revenue and client agreements.
Maintain detailed and accurate financial records for audit readiness.
Prepare, issue, and track client invoices across service lines.
Monitor client service expenses to ensure proper allocation and alignment with contracts.
Partner with internal teams to correct errors and ensure invoice accuracy.
Conduct scheduled reconciliations of carrier statements, internal commission systems, and contracted fee schedules.
Compare contractual terms and client agreements with actual billed amounts to detect gaps.
Investigate discrepancies in fees or commissions and coordinate resolution with carriers, account teams, and finance.
Track patterns, document findings, and recommend process improvements to prevent future revenue leakage.
Maintain organized billing, commission, and expense-tracking systems.
Provide reporting, analysis, and insights to leadership on revenue trends and discrepancies.
Support ongoing process improvements to enhance financial accuracy and operational efficiency.

Benefits

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
Quarterly employee recognition program 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, Cancer 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