Job Description

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• The ideal candidate will have extensive experience with EPIC accounting setup and workflows and will be responsible for coordinating with the company controller and corporate accounting to ensure seamless integration between EPIC and corporate accounting software.
• Collaborate with the company controller and corporate accounting to clarify and coordinate workflows between EPIC and corporate accounting software.
• Manage agency bill vs direct bill processes.
• Handle trust account tasks including applied pay to clients (agency bill), carrier payable reports (Wire/ACH), and trust account reconciliation.
• Oversee carrier download (auto) and reconcile carrier payments.
• Code accounts (cash on account) and manage DB commission.
• Perform daily sweeps to zero balance without journal entries (JE VP).
• Ensure correct use of percentage codes for broker PPE agreements, broker BR agreements, and producer PR agreements.
• Conduct monthly reconciliation in EPIC.
• Set up correct agreements and payment options including agency bill, financing (insured pays downpayment direct), direct bill, and cancellations/returned premium.
• Reporting:
• Generate month-end reports, producer reports, broker reports (if applicable), and automate report setups.
• Experience in insurance accounting.
• Familiarity with agency bill and direct bill processes.
• Proficiency in trust account reconciliation and carrier payment reconciliation.
• Excellent communication skills to liaise with corporate accounting and controllers.

• Excellent communication skills in English (written & spoken)
• Self-disciplined and result oriented.
• Teamwork/ Managing Self / Adaptability
• Active listening skills
• Presentation and Facilitation Skills