Insurance Invoice Analyst at EPIC Brokers

Sandy Springs, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jan, 26

Salary

0.0

Posted On

25 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Accounting, Invoicing, Accounts Payable, Accounts Receivable, Reconciliations, Communication Skills, Attention to Detail, Excel Skills, Self-Starter, Teamwork, Adaptability, Curiosity, Goal Oriented, Organized, Punctual, Resourceful

Industry

Insurance

Description

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: The hiring team for this role coordinates placement of our clients’ surety bonds and programs with multiple insurance carriers. The team is looking for an individual with an accounting and/or insurance background to be a Surety Invoice Analyst. This role will assist our team with processing invoices and client management. On the job training will be provided. LOCATION: Atlanta (Sandy Springs) GA - This is mostly a remote, work-from-home role. HOWEVER candidates must be local to the Atlanta area & be able to come into the Sandy Springs, GA office as needed, particularly during the training & onboarding period. WHAT WE’RE LOOKING FOR: Experience working in accounting role, performing accounts payable (invoicing), accounts receivable, reconciliations, and other standard accounting functions (at least 1+ years’ of experience). Curiosity and an eagerness to learn! Insurance industry experience is nice to have but not required. The team can teach the important aspects of the industry, but ideal candidates will love learning, be a self-starter. Candidates with strong, professional communication skills – both written and verbal. High attention to detail, and the ability to learn and understand software systems quickly (strong Excel skills are preferred). Candidates who adapt well to priority changes, deadlines, and consistently are quick to respond to and/or acknowledge communications (both from internal & external sources). Positive and outgoing disposition, eager to work as a team but also functions well working independently. WHAT YOU’LL DO: A detailed list of job duties includes (but is not limited to): Process new bond data and renewals in the surety bond management system (Tinubu) Accurately process client invoices in accordance with established billing cycles and organizational standards (Sagitta). Generate statement invoices for applicable clients monthly Serves as billing liaison between the internal team personnel to provide support and coordination with accounting. Communicate with the team about operations activities to meet daily deadlines. Reconcile monthly billing statements to ensure accuracy. Serve as a point of contact for underwriters to request invoices and renewal documentation, ensuring timely and accurate exchange of information. Manage accounts receivable aging report and contact clients regarding overdue payments WHAT YOU’LL BRING: Continual Expectations and Requirements of the Position Gain knowledge of the product through daily activities and training Attend surety training seminars when available Obtain state notary commission Obtain state insurance license Education Requirements High School / GED Education required 1-2 years of experience in insurance industry, finance or accounting Demonstrate strong proficiency in Word and Excel. Skills & Qualifications: Strong verbal and written communication skills. Articulate, well organized, and focused. Must be punctual and reliable. Goal oriented and highly motivated and resourceful to achieve results. COMPENSATION: 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-AT1 #LI-Hybrid (3207)

Responsibilities

The Insurance Invoice Analyst will assist the team with processing invoices and client management. This includes processing new bond data, generating invoices, and reconciling billing statements.