Accounting Analyst - Trust Accounting Job Listing at EPIC in Jersey City, NJ (Job ID 7918985002)

Description

Location: Hybrid, Jersey City, NJ 

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.                             

Position Overview:

This Accounting Analyst – Trust Accounting 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:

• Manage AR/AP for trust account 
• Print daily bank report
• Apply deposits for accounts in agency management system (Sagitta, IMS)
• Track / follow up on payment application issues i.e. short/over payments
• Process payments to insurance carriers out of agency management system 
• Generate and send remittance emails to carriers
• Generate weekly invoice listing reports for collection templates 
• Generate monthly invoice listing reports and sending them to brokerage team
• Offset / correction cleanup – weekly
• Manage accounting mailbox
• Keep track of notices of cancellations received and sent to appropriate party
• Generate weekly deposit tickets of all payments applied
• Bank Reconciliations
• 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.

REQUIRED SKILLS:

• Use good judgment and show initiative in approach to daily activities and deadlines
• Detail oriented and accuracy a must
• Strong verbal and written communication skills
• Solid problem-solving skills which include thinking outside the box
• Able to work independently but also possess exceptional teamwork skills
• Ability to organize, prioritize tasks and work efficiently

Education and/or EXPERIENCE:

• College degree required.  Bachelor's Degree in Accounting or Finance preferred.
• 1 plus years of experience, College Graduates are welcome to apply if have an Accounting Degree.
• Intermediate Excel Skills: Pivot Tables and Vlookups are helpful experience for this role.

COMPENSATION: 

The national average salary for this role is $100 000.00 - $115 000.00 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, Cancer 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. 

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