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Accounts Receivable Anaylst

11711 North Meridan St, 7th Fl, Carmel, IN 46032

Location: Hybrid role, 2 days a week in the office. May sit in Melville, East Hampton, Pearl River, NY or Paramus or Mount Laurel,  NJ or Carmel, IN. 

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!

JOB OVERVIEW:

As an Accounts Receivable Analyst, your primary responsibilities will be to process EPIC’s Accounts Receivable for Agency billed invoices. This position requires strong analytical, written and verbal skills which will give you the tools necessary to successfully complete your tasks and lend support to your colleagues.

Your proactive nature, attention to detail, quality and proven organizational skills will provide the basis needed to initiate and work multiple priorities in a fast-paced environment.  You are committed to accuracy, excellent customer service, professionalism and going the extra mile.

WHAT YOU’LL DO: 

  • Post/apply electronic bank receipts, lockbox checks, ePay Policy credit card and ACH’s receipts accurately and timely.
  • Daily review and batch posting of lockbox applications that are completed by our outsourcing partner. Answer any discrepancies inquiries.
  • Timely and consistent follow up to resolve client premium and payment discrepancies.
  • Process financed cancellations and return premiums. Maintain financed file within document storage system.
  • Review aged receivable report weekly to clean up various entries, issue any refunds in a timely manner and make collections on any past due items.
  • Review, coordinate and process client refunds.
  • Able to research and respond to high volume of inquiries (email & Phone calls) timely and appropriately.
  • Service client accounts that require special handling such as premium tracking and reconciliations.
  • Review and process any bad debt items with our 3rd party collection agency. Help to resolve any inquiries regarding those accounts.
  • File AR documents into our electronic filing system timely and accurately.
  • Act as a back-up for other Accounts Receivable team members as needed.
  • Review shared email inboxes and process items accordingly in a timely manner.
  • Other duties and projects, as assigned.

WHAT YOU’LL BRING:

PERSONAL AND ORGANIZATIONSAL DEVELOPMENT RESPONSIBILITIES:

  • Use good judgment and show initiative in approach to daily tasks and deadlines.
  • Detail oriented and accuracy is a must.
  • Strong verbal and written communication skills.
  • Strong organizational skills.
  • Strong time management skills.
  • Able to work independently, efficiently, professionally and must be a team player.
  • Ability to organize and prioritize tasks to meet required deadlines.
  • Solid problem-solving skills. Able to think outside the box to resolve issues that may arise.

REQUIRED SKILLS & EXPERIENCE:

  • Insurance Accounting Experience preferred
  • College degree preferred but not required
  • Possess basic knowledge of agency accounting as it relates to client receivables
  • Experience with Agency Management Systems such as Sagitta and ImageRight preferred
  • Adobe knowledge and experience preferred
  • Work independently and efficiently in a fast-paced environment
  • Ability to establish priorities and meet deadlines
  • Organized, attention to detail and accuracy
  • Must be a team player

COMPENSATION: 

The national average salary (change "salary" to "hourly rate" for all non-exempt roles) for this role is $200 000.00 - $250 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

  • 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
  • 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
  • We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

#LI-TM1

#LI-Hybrid

 

 

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