Premium Payable Analyst

Epic Insurance Brokers and Consultants • Concord, CA

Company

Epic Insurance Brokers and Consultants

Location

Concord, CA

Type

Full Time

Job Description

Location:        Hybrid role (2 days in office minimum), Concord, Fresno, and or Rancho Cordova, CA                             

As an Accounts Payable Analyst, your primary responsibility will be to process timely Agency Bill premium payments to our insurance carriers. This position requires strong analytical, written and verbal communication 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.

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ESSENTIAL DUTIES AND RESPONSIBILITIES: 

•    Process “timely” premium payments to insurance carriers (via checks, ACH 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, insurance carriers and or the Premium Receivable team.
•    Able to research and respond to high volume of inquiries (email & Phone calls) timely and appropriately.
•    Follow up for carrier invoices or statements through all of the necessary channels.
•    Process client refunds or pass-through payments for clients.
•    Apply or resolve company checks from insurance carriers.
•    In-house check processing rotation for Premium Payable Team.
•    Act as a back-up for other Premium Payable team members as needed.
•    File AP 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.
•    Accuracy and attention to detail 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 team-playing skills.
•    Ability to organize, prioritize tasks and work efficiently.
•    Sense of urgency in situations that are time-sensitive and require special attention.
•    Strong computer skills in Excel, Word, Outlook, CRM databases, internet-based programs.

EDUCATION and/or EXPERIENCE:

•    Associates Degree or some college preferred
•    Insurance accounting experience is strongly preferred, or
•    3+ years of progressive accounts payable experience

The national average salary for this role is $33.33/hr to 35.90/hr 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 #10 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

Apply Now

Date Posted

01/21/2025

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