Trust Accounting Analyst

Location: Hybrid, New York, NY or Jersey City, NJ offices 

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: 

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 pro-active 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. 

 ESSENTIAL DUTIES AND RESPONSIBILITIES:  

 Insurance Payables/Premium Receivables 

• • Process timely premium payments to insurance carriers (via checks, ACH, Wire or online) to avoid notices of cancellation. 
  • Initiate Electronic Payments (ACH or Wire Transfers) to carriers through our preferred banking partner. 
  • Research and resolve payable discrepancies (premium, commission, billing etc.) with branch offices and/or insurance carriers. 
  • Research and respond to high volume of inquiries (email & phone calls) timely and appropriately. 
  • Follow up for carrier invoices or statements through all the necessary channels. 
  • Apply or resolve return premium payments from insurance carriers. 
  • Depositing funds to bank 
  • Posting/allocating cash to client in agency management system 
  • Collaborate with third party administrators, such as ReSource Pro/Patra, on integrated workflows. 
  • Perform client account reconciliations as needed. 
  • Answer Accounts Receivable questions 
  • Process client refunds or pass-through payments for clients 
  • Generate Accounts Receivable aging reports and distribute accordingly. 
  • Work with Account Managers, Brokers, and Clients to collect premiums due. 
  • Act as a backup for other Trust Accounting team members as needed. 
  • File documents into our electronic filing system timely and accurately. 
  • Other duties and projects as assigned. 
• Resolution of billing discrepancies  
  • Coordinate with Account Executives to resolve billing discrepancies 
  • Provide Account Executives with payment history to carriers as requested 
  • Refer problems/obstacles to Manager at huddle or immediately if urgent 
• Resolution of bank reconciliation items