EB
Trust Accounting Analyst
full-time•Jersey City•$70k - $75k
About this role
<p><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><strong>Location:</strong> Hybrid, New York, NY or Jersey City, NJ offices </span></p>
<p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Come join our team!</strong></span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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.</span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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. </span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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!</span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>JOB OVERVIEW: </strong></span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">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.</span> </span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;" data-contrast="auto"><span data-ccp-parastyle="p11" data-ccp-parastyle-defn="{"ObjectId":"d420cff6-d987-5018-a8e6-8b30f127a407|1","ClassId":1073872969,"Properties":[469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"p11",201340122,"2",134233614,"true",469778129,"p11",335572020,"1",268442635,"24",469777462,"720",469777927,"0",469777928,"1",335559740,"280",201341983,"2",134245417,"false",469778324,"Normal"]}">Your pro-active nature, attention to detail, quality and proven organizational skills will provide the basis needed to </span><span data-ccp-parastyle="p11">initiate</span><span data-ccp-parastyle="p11"> and work multiple priorities in a fast-paced environment</span><span data-ccp-parastyle="p11">. </span></span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto"><span data-ccp-parastyle="p11">You are committed to accuracy, excellent customer service, </span><span data-ccp-parastyle="p11">professionalism</span><span data-ccp-parastyle="p11"> and going the extra mile.</span></span><span data-ccp-props="{"134245417":false,"201341983":0,"335559740":240,"469777462":[720,1530,3060],"469777927":[0,0,0],"469777928":[0,1,1]}"> </span></span></p>
<p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-ccp-props="{"469777462":[0],"469777927":[0],"469777928":[1]}"> </span><strong><span data-contrast="auto"><span data-ccp-parastyle="heading 1">ESSENTIAL DUTIES AND RESPONSIBILITIES</span></span></strong><strong><em><span data-contrast="auto"><span data-ccp-parastyle="heading 1">: </span></span></em></strong><span data-ccp-props="{"134245418":true}"> </span></span></p>
<p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-ccp-props="{}"> </span><strong><span data-contrast="auto">Insurance Payables/Premium Receivables</span></strong><span data-ccp-props="{}"> </span></span></p>
<ul>
<li>
<ul>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Process timely premium payments to insurance carriers (via checks, ACH, Wire or online) to avoid notices of cancellation.</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Initiate Electronic Payments (ACH or Wire Transfers) to carriers through our preferred banking partner.</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Research and resolve payable discrepancies (premium, commission, billing etc.) with branch offices and/or insurance carriers.</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Research and respond to high volume of inquiries (email & phone calls) timely and appropriately.</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Follow up for carrier invoices or statements through all the necessary channels.</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Apply or resolve return premium payments from insurance carriers.</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Depositing funds to bank</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Posting/allocating cash to client in agency management system</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Collaborate with third party administrators, such as ReSource Pro/Patra, on integrated workflows.</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Perform client account reconciliations as needed.</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Answer Accounts Receivable questions</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Process client refunds or pass-through payments for clients</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Generate Accounts Receivable aging reports and distribute accordingly.</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Work with Account Managers, Brokers, and Clients to collect premiums due.</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Act as a backup for other Trust Accounting team members as needed.</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">File documents into our electronic filing system timely and accurately.</span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Other duties and projects as assigned.</span><span data-ccp-props="{}"> </span></span></li>
</ul>
</li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="21" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Resolution of billing discrepancies </span></span></strong><span data-ccp-props="{}"> </span></span>
<ul>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Coordinate with Account Executives to resolve billing discrepancies</span></span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Provide A</span><span data-ccp-parastyle="No Spacing">ccount Executives</span><span data-ccp-parastyle="No Spacing"> with payment history to carriers as requested</span></span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Refer problems/obstacles to Man</span><span data-ccp-parastyle="No Spacing">a</span><span data-ccp-parastyle="No Spacing">ger at huddle or </span><span data-ccp-parastyle="No Spacing">immediately</span><span data-ccp-parastyle="No Spacing"> if urgent</span></span><span data-ccp-props="{}"> </span></span></li>
</ul>
</li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="21" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Resolution of bank reconciliation items</span></span></strong><span data-ccp-props="{}"> </span></span>
<ul>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing"> </span></span></strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Coordinate with Manager & Finance to resolve any bank rec items</span></span><span data-ccp-props="{}"> </span></span></li>
</ul>
</li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="21" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Follow established workflow on NOC and Advance</span><span data-ccp-parastyle="No Spacing">d</span><span data-ccp-parastyle="No Spacing"> Items </span></span></strong><span data-ccp-props="{}"> </span></span>
<ul>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Communicate with the AE and track items pending NOC </span></span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Follow established workflow for Advanced Items and refer problems/obstacles to Man</span><span data-ccp-parastyle="No Spacing">a</span><span data-ccp-parastyle="No Spacing">ger at huddle</span><span data-ccp-parastyle="No Spacing"> or sooner if urgent.</span></span><span data-ccp-props="{}"> </span></span></li>
</ul>
</li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="21" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Participate</span><span data-ccp-parastyle="No Spacing"> in morning huddle</span></span></strong><span data-ccp-props="{}"> </span></span>
<ul>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Provide update on pending items </span></span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Introduce</span><span data-ccp-parastyle="No Spacing"> any </span><span data-ccp-parastyle="No Spacing">new issues</span><span data-ccp-parastyle="No Spacing"> that need attention</span></span><span data-ccp-props="{}"> </span></span></li>
<li><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Share responsibility of dedicated AP team email address</span></span><span data-ccp-props="{}"> </span></span></li>
</ul>
</li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="21" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Request new ACH/Wire templates for new carriers and as carrier information changes</span></span></strong><span data-ccp-props="{}"> </span></span></li>
</ul>
<ul>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="21" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Work toward achieving team and individual goals</span></span></strong><span data-ccp-props="{}"> </span></span></li>
</ul>
<ul>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="21" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong><span data-contrast="auto"><span data-ccp-parastyle="No Spacing">Additional</span><span data-ccp-parastyle="No Spacing"> projects/</span><span data-ccp-parastyle="No Spacing">tasks as</span><span data-ccp-parastyle="No Spacing"> provided by dept manager</span></span></strong><span data-ccp-props="{}"> </span></span></li>
</ul>
<p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-ccp-props="{}"> </span><strong><em><span data-contrast="auto">Personal </span></em></strong><strong><em><span data-contrast="auto">AND </span></em></strong><strong><em><span data-contrast="auto">Organizational Development Responsibilities:</span></em></strong><span data-ccp-props="{}"> </span></span></p>
<ul>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Set priorities and manage workflow for self and support team to ensure all goals are met.</span><span data-ccp-props="{}"> </span></span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Interact with others effectively using strong, clear communication skills, cooperating purposefully and providing information and guidance as needed to achieve the business, profitability and retention goals of EPIC.</span><span data-ccp-props="{}"> </span></span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Stay informed regarding industry information. </span><span data-ccp-props="{}"> </span></span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Project a professional image in action and appearance.</span><span data-ccp-props="{}"> </span></span></li>
</ul>
<p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-ccp-props="{"134245418":true}"> </span><strong><em><span data-contrast="auto"><span data-ccp-parastyle="heading 1">KEY COMPETENCIES:</span></span></em></strong><span data-ccp-props="{"134245418":true}"> </span></span></p>
<ul>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Excellent troubleshooting, decision making and problem-solving skills.</span><span data-ccp-props="{}"> </span></span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Ability to partner with others to deliver on objectives.</span><span data-ccp-props="{}"> </span></span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Strong knowledge Microsoft Office programs to including Advanced Excel skills (VLookups are a must, Macros and Pivot Tables are a plus).</span><span data-ccp-props="{}"> </span></span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Strong attention to detail, multi-tasking, assigning priority and time management abilities.</span><span data-ccp-props="{}"> </span></span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Ability to work effectively and efficiently both with and without direct supervision. </span><span data-ccp-props="{}"> </span></span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Strong interpersonal communication skills, both written and verbal.</span><span data-ccp-props="{}"> </span></span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Must be able to commute to Jersey City, NY office (currently still remote). </span><span data-ccp-props="{}"> </span></span></li>
</ul>
<p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-ccp-props="{}"> </span><strong><span data-contrast="auto"><span data-ccp-parastyle="heading 1">EDUCATION and/or EXPERIENCE:</span></span></strong><span data-ccp-props="{"134245418":true}"> </span></span></p>
<ul>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">College degree required. Associates or Bachelors. Degree in Accounting or Finance preferred</span><span data-ccp-props="{}"> </span></span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Minimal three years Accounting experience. Insurance accounting experience strongly preferred</span><span data-ccp-props="{}"> </span></span></li>
<li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-contrast="auto">Experience with AMS systems such as Sagitta, ImageRight, AMS 360 a plus</span><span data-ccp-props="{}"> </span></span></li>
</ul>
<p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span data-ccp-props="{}"> </span><span data-ccp-props="{"134245418":true,"335559685":720}"> </span><strong>COMPENSATION: </strong></span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">The national average salary for this role is $70 000.00 - $75 000.00 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.</span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>WHY EPIC: </strong></span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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:</span></p>
<ul>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous Paid Time off</span>
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<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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</span></li>
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<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous employee referral bonus program of $1,500 per hired referral</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Employee Resource Groups: Women’s Coalition, EPIC Veterans Group</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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!</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation</span></li>
<li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">We’re in the top 10 of property/casualty agencies according to “Insurance Journal”</span></li>
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<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">To learn more about EPIC, visit our Careers Page: <a style="color: rgb(0, 0, 0);" href="https://www.epicbrokers.com/about/epic-careers/">https://www.epicbrokers.com/about/epic-careers/</a>. </span></p>
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<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><em>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. </em></span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><em>California Applicants - View your privacy rights at: <a style="color: rgb(0, 0, 0);" href="https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf">https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf</a>. </em></span></p>
<p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><em>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. </em></span></p>
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<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">#LI-TM1</span></p>
<p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">#LI-Hybrid</span></p>
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What you'll do
- The Trust Accounting Analyst will process premium payments, resolve discrepancies, and manage accounts receivable inquiries. They will also collaborate with team members and maintain accurate records in a fast-paced environment.
About EPIC Brokers
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
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Frequently Asked Questions
What does EPIC Brokers pay for a Trust Accounting Analyst?
EPIC Brokers offers a competitive compensation package for the Trust Accounting Analyst role. The salary range is USD 70k - 75k per year. Apply through Clera to learn more about the full compensation details.
What does a Trust Accounting Analyst do at EPIC Brokers?
As a Trust Accounting Analyst at EPIC Brokers, you will: the Trust Accounting Analyst will process premium payments, resolve discrepancies, and manage accounts receivable inquiries. They will also collaborate with team members and maintain accurate records in a fast-paced environment..
Is the Trust Accounting Analyst position at EPIC Brokers remote?
The Trust Accounting Analyst position at EPIC Brokers is based in Jersey City, New Jersey, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Trust Accounting Analyst position at EPIC Brokers?
You can apply for the Trust Accounting Analyst position at EPIC Brokersdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.