Direct Bill Accounting / Insurance Commissions Analyst

Direct Bill Accounting / Insurance Commissions Analyst EPIC Brokers - 3.6 San Ramon, CA Job Details $30.80 - $35.90 an hour 7 hours ago Benefits Paid parental leave Paid holidays Disability insurance Health insurance Dental insurance Tuition reimbursement Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Referral program Pet insurance Qualifications Microsoft Excel Research Productivity software Full Job Description

LOCATION

Remote, Any US Timezone 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 New York City 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

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Responsibilities include but not limited to: Identify and coordinate EB commission payments from carriers (checks, EFTs or ACHs) Follow up with carriers, branch offices for commission statements or retrieve from online portals Maintain portal logins as well as signing up for new logins as needed Batch and forward carrier payments and commission statements to outsourcing partner for posting Coordinate commission posting with other EPIC offices Research and resolve EB exceptions from outsourcing partner Research and respond to any EB inquiries from branch offices Update and maintain EB commission revenue logs Post month end cut-off commissions in-house as needed Process commission refunds to carriers Allocate and post contingent commissions Assist as back up for other A/R team members as needed Other duties and projects assigned

KEY COMPETENCIES

Must have beginner to intermediate excel skills. Must have a strong knowledge of a variety of Microsoft Office computer software applications in word processing, excel spreadsheets, PDF and email communication. Able to research insurance carrier websites for pertinent information. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks, demands and adaptable to change. Must have high level of interpersonal skills. Strong Communication skills. Position continually requires teamwork, demonstrated poise, tact and diplomacy EDUCATION and/or

EXPERIENCE

Bachelor's in business administration preferred Insurance accounting experience preferred

COMPENSATION

The national average hourly salary for this role is $30.80 - $35.90 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 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. #LI-TM1