Revenue Specialist

EPIC Brokers•Dallas, TX

2d•Hybrid

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: Dallas, TX

Requirements

Strong attention to detail and ability to track multiple projects.
Comfortable working with spreadsheets, tracking systems, and reconciliation tasks.
Detail oriented with strong written and verbal communication skills.
Ability to work collaboratively within a team and coordinate with multiple internal stakeholders.

Nice To Haves

Preferred experience in employee benefits, insurance administration, operations support, revenue operations, or a related field.

Responsibilities

Monitor incoming commission statements, ensure documents are complete, and route information to appropriate internal systems.
Maintain organized records of revenue‑related activity and ensure documentation remains current and easy to reference.
Assist in preparing service‑related invoices and distributing them to the appropriate teams for follow‑up.
Track ongoing administrative expenses, confirm alignment with established agreements, and escalate inconsistencies as needed.
Coordinate with account teams, carriers, and operations partners to clarify missing information or resolve discrepancies.
Support scheduled audits and internal reviews by gathering data, preparing summaries, and ensuring files are audit‑ready.
Update tracking logs, spreadsheets, and tools used to monitor commissions, expenses, and other operational data points.
Compile recurring operational reports and assist leadership with ad‑hoc data requests.
Identify process gaps or recurring issues and recommend improvements that support efficiency and accuracy.
Contribute to routine administrative tasks that help keep operations organized and running smoothly.
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.

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