EPIC Insurance Brokers & Consultants · 1 month ago
Insurance Accounting Analyst
3780 Mansell Road, Ste 370, Alpharetta, GA 30022
Full-time
Hybrid
Entry, Mid Level
2+ years expGreyling Insurance Brokerage & Risk Consulting is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. The Commercial Accounting Analyst will assist with processing invoices and accounting-related client management tasks, serving as a point of contact for underwriters and clients, while focusing on reconciliations, invoicing, billing, reporting, and deposits.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
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
Qualification
Required
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
Strong Microsoft Office proficiency, especially in Outlook 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
Preferred
Experience with Agency Management Systems such as Sagitta and ImageRight
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
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
1001-5000 employees
H1B Sponsorship
EPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (3)
2022 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP, Corporate Operations
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase