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Direct Bill Analyst (Remote)

Company: EPIC Insurance Brokers & Consultants
Location: San Francisco
Posted on: June 26, 2022

Job Description:

Job Title: Direct Bill Specialist (EB)Location & Department: Accounting, RemoteReports To: Direct Bill SupervisorFLSA Status: Full-Time / non-exemptTo 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.Responsibilities Include But Not Limited ToESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Identify and coordinate EB commission payments from carriers (checks, EFTs or ACHs)
  • Follow up with carriers, branch offices for commission statements or retrieve from online portals
  • Maintain portal logins as well as signing up for new logins as needed
  • Batch and forward carrier payments and commission statements to outsourcing partner for posting
  • Coordinate commission posting with other EPIC offices
  • Research and resolve EB exceptions from outsourcing partner
  • Research and respond to any EB inquiries from branch offices
  • Update and maintain EB commission revenue logs
  • Post month end cut-off commissions in-house as needed
  • Process commission refunds to carriers
  • Allocate and post contingent commissions
  • Assist as back up for other A/R team members as needed
  • Other duties and projects as assignedSupervisory Responsibilities
    • NoneKey Competencies
      • Must have knowledge of a variety of Microsoft Office computer software applications in word processing, excel spreadsheets and email communication. Able to research insurance carrier websites for pertinent information.
      • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks, demands and adaptable to change.
      • Must have high level of interpersonal skills. Position continually requires teamwork, demonstrated poise, tact and diplomacyEDUCATION And/or EXPERIENCE
        • High school diploma or G.E.D. equivalent. Bachloers degree preferred
        • Insurance accounting experience preferredWHY JOIN 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. An Equal Opportunity/Affirmative Action Employer.

Keywords: EPIC Insurance Brokers & Consultants, San Francisco , Direct Bill Analyst (Remote), Professions , San Francisco, California

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