EPIC Insurance Brokers & Consultants · 4 hours ago
Trust Accounting Analyst
Jersey City, NJ
Full-time
Hybrid
Mid Level
$70K/yr - $75K/yr
3+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco with over 3,000 employees nationwide. They are seeking a Trust Accounting Analyst who will be responsible for processing premium payments, resolving billing discrepancies, and collaborating with team members to ensure accuracy and efficiency in the accounting processes.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
Process timely premium payments to insurance carriers (via checks, ACH, Wire or online) to avoid notices of cancellation
Initiate Electronic Payments (ACH or Wire Transfers) to carriers through our preferred banking partner
Research and resolve payable discrepancies (premium, commission, billing etc.) with branch offices and/or insurance carriers
Research and respond to high volume of inquiries (email & phone calls) timely and appropriately
Follow up for carrier invoices or statements through all the necessary channels
Apply or resolve return premium payments from insurance carriers
Depositing funds to bank
Posting/allocating cash to client in agency management system
Collaborate with third party administrators, such as ReSource Pro/Patra, on integrated workflows
Perform client account reconciliations as needed
Answer Accounts Receivable questions
Process client refunds or pass-through payments for clients
Generate Accounts Receivable aging reports and distribute accordingly
Work with Account Managers, Brokers, and Clients to collect premiums due
Act as a backup for other Trust Accounting team members as needed
File documents into our electronic filing system timely and accurately
Other duties and projects as assigned
Coordinate with Account Executives to resolve billing discrepancies
Provide Account Executives with payment history to carriers as requested
Refer problems/obstacles to Manager at huddle or immediately if urgent
Coordinate with Manager & Finance to resolve any bank rec items
Communicate with the AE and track items pending NOC
Follow established workflow for Advanced Items and refer problems/obstacles to Manager at huddle or sooner if urgent
Provide update on pending items
Introduce any new issues that need attention
Share responsibility of dedicated AP team email address
Request new ACH/Wire templates for new carriers and as carrier information changes
Work toward achieving team and individual goals
Additional projects/tasks as provided by dept manager
Set priorities and manage workflow for self and support team to ensure all goals are met
Interact with others effectively using strong, clear communication skills, cooperating purposefully and providing information and guidance as needed to achieve the business, profitability and retention goals of EPIC
Stay informed regarding industry information
Project a professional image in action and appearance
Qualification
Required
Strong analytical, written and verbal skills
Pro-active nature
Attention to detail
Quality and proven organizational skills
Commitment to accuracy
Excellent customer service
Professionalism
Ability to work multiple priorities in a fast-paced environment
Excellent troubleshooting, decision making and problem-solving skills
Ability to partner with others to deliver on objectives
Strong knowledge of Microsoft Office programs including Advanced Excel skills (VLookups are a must, Macros and Pivot Tables are a plus)
Strong attention to detail, multi-tasking, assigning priority and time management abilities
Ability to work effectively and efficiently both with and without direct supervision
Strong interpersonal communication skills, both written and verbal
Must be able to commute to Jersey City, NY office
College degree required. Associates or Bachelors. Degree in Accounting or Finance preferred
Minimal three years Accounting experience
Insurance accounting experience strongly preferred
Experience with AMS systems such as Sagitta, ImageRight, AMS 360 a plus
Benefits
Generous Paid Time off
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.
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
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