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Insurance Accounting Analyst

3780 Mansell Road, Ste 370, Alpharetta, GA 30022

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks. With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.

We’ve been so successful, that now we’re looking to grow our team!

 

JOB OVERVIEW:

We are hiring a Commercial (Accounting) Analyst to assist our team with processing invoices and accounting-related client management tasks. In this role, the Analyst will be a point of contact for underwriters at various carriers, and a point of contact for clients regarding billing. This role will also focus on reconciliations, invoicing, billing, reporting, and deposits.

 

LOCATION: HYBRID - Alpharetta, GA (3 days a week in-office)

 

WHAT WE’RE LOOKING FOR:

  • Required: At least 2+ years of experience in insurance or accounting role 
  • Required: 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.

 

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

  • 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

Continual Expectations and Requirements of the Position

  • 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

 

WHAT YOU’LL BRING:

  • Bachelor’s Degree Required
  • 2+ years of experience in insurance industry, finance or accounting
  • Demonstrate strong proficiency in Word and Excel.
  • Experience with Agency Management Systems such as Sagitta and ImageRight preferred
  • Strong Microsoft Office proficiency, especially in Outlook and Excel

Skills & Qualifications:

  • 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

 

COMPENSATION: 

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
  • 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. 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. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

 

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