Accounts Receivable Analyst (Agency Bill)

Location & Dept: Hybrid position to Carmel, IN, Melville, NY, Pearl River, NY, or East Hampton, NY offices
Reports To: Trust Accounting Manager
FLSA Status: Full-time / Non-exempt

As an Accounts Receivable Analyst, your primary responsibilities will be to process EPIC’s Accounts Receivable for Agency billed invoices. 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 proactive 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.

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ESSENTIAL DUTIES AND 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. Answer any discrepancies inquiries.
• Timely and consistent follow up to resolve client premium and payment discrepancies.
• Process financed cancellations and return premiums. Maintain financed file within document storage system.
• Review aged receivable report weekly to clean up various entries, issue any refunds in a timely manner and make collections on any past due items.
• Review, coordinate and process client refunds.
• 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.
• Review and process any bad debt items with our 3rd party collection agency. Help to resolve any inquiries regarding those accounts.
• File AR documents into our electronic filing system timely and accurately.
• Act as a back-up for other Accounts Receivable team members as needed.
• Review shared email inboxes and process items accordingly in a timely manner.
• Other duties and projects, as assigned.

PERSONAL AND ORGANIZATIONSAL DEVELOPMENT RESPONSIBILITIES:

• Use good judgment and show initiative in approach to daily tasks and deadlines.
• Detail oriented and accuracy is a must.
• Strong verbal and written communication skills.
• Strong organizational skills.
• Strong time management 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.

REQUIRED SKILLS & EXPERIENCE:

• Insurance Accounting Experience preferred
• College degree preferred but not required
• Possess basic knowledge of agency accounting as it relates to client receivables
• Experience with Agency Management Systems such as Sagitta and ImageRight preferred
• Adobe knowledge and experience preferred
• Work independently and efficiently in a fast-paced environment
• Ability to establish priorities and meet deadlines
• Organized, attention to detail and accuracy
• Must be a team player

The national average salary for this role is $60,000 to $65,000 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 JOIN EPIC? 

• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. 

#LI-TM1 #LI-Hybrid