EPIC Insurance Brokers & Consultants · 1 day ago
Trust Accounting Receivables Analyst
New York, NY
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $75K/yr
2+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, committed to supporting clients' regional and global needs. The Trust Accounting Receivables Analyst will process accounts receivable for agency billed invoices, requiring strong analytical skills and attention to detail to manage multiple priorities in a fast-paced environment.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
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
Weekly follow up to resolve unapplied Cash On Account
Timely and consistent follow up to resolve client premium and payment discrepancies
Review, coordinate and process client refunds as requested
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
Print and distribute client installment invoices (1st and 15th of each month)
File AR documents into our electronic filing system timely and accurately
Act as a back-up for other Accounts Receivable team members as needed
Other duties and projects as assigned
Qualification
Required
Use good judgment and show initiative in approach to daily tasks and deadlines
Detail oriented and accuracy a must
Strong verbal and written communication 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
Strong computer skills in Excel, Word, Outlook, CRM databases, internet based programs, system problem solving
Associates Degree or some college preferred
2-3+ years progressive accounting experience
Preferred
Experience in an insurance environment 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