Description
SUMMARY:
EPIC is seeking an experienced Operational Controller to join its Greyling Team in their Alpharetta, GA office. The position is responsible for establishing an annual business plan for the team and monitoring the delivery of the plan during the year. The role reports to a Managing Principal within the team. The position involves working with the broker teams to invoice insurance premiums to clients, reconcile insurer invoices, pay the insurers, monitor internal costs, coordinate with the EPIC Corporate Finance Team, coordinate vendors and consultants. The role involves frequent communication with insurance carriers, clients and staff.
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:
SUPERVISORY RESPONSIBILITIES:
• Supervises two team members
• Preparation of preliminary monthly income statements, balance sheets and cash flow statements;
• Analyze/research expense and revenue variances with forecast;
• Assist in reviewing G/L coding for operating expenses;
• Distribution of Income Statement to Managers;
• Review balance sheet reconciliations;
• Miscellaneous projects and other duties as assigned.
KEY COMPETENCIES:
• Knowledge of Insurance industry.
• Good communication skills to interface with Insurance carriers, clients, insurance broker teams, firm leadership and vendors.
• Ability to supervise staff.
• Ability to train staff in billing issues.
• Ability to establish and monitor an annual budget for the Greyling Team and interface with EPIC corporate finance.
• Attention to detail and accuracy as a must in the position.
• Mathematical Skills; Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra.
• Reasoning Ability; Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
EDUCATION and/or EXPERIENCE:
• Bachelors degree in Accounting or related field required, or its equivalent.
• Must have 5+ years of experience in financial accounting at an assistant or manager level.
• Experience in the Insurance Industry is highly desirable
• Must have advanced working knowledge of a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
Ability to travel independently to clients; some air travel may be required.
WHYJOIN US?
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- 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.
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