SUMMARY:

The Accounting/Billing Specialist will be primarily responsible for managing billing, invoicing, and accounting for a fast-paced entertainment insurance team in Austin, TX. The requirements listed below are representative of the knowledge, skill, and/or ability required. 

QUALIFICATIONS:

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:

• Prepare and process client invoices and review for accuracy
• Enter invoice data into Sagitta, and send all supporting documentation to the corporate accounting department
• Prepare and generate regularly scheduled reports (Surplus Lines, AR, Production)
• Coordinate all required documentation for surplus line compliance for non-admitted placements.
• Follow up with account team members as necessary to complete necessary compliance documentation (e.g., declinations, affidavits)
• Manage A/R and A/P process in partnership with Corporate Accounting and Account Teams. Serve as liaison between them to resolve errors and issues in a timely manner.
• Liaise with company’s finance teams to address and resolve accounting discrepancies
• Scan and deposit checks

Other administrative duties may include but are not limited to:

• Maintain inventory and order office supplies
• Book travel arrangements
• Submit expense reports for Managing Principal
• Receive, sort and distribute mail

KEY COMPETENCIES:

• Demonstrates strong time-management, planning and problem-solving skills. 
• Thorough understanding of business accounting principles.
• Projects a positive image of the organization to employees, customers, industry, and community
• Ability to interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed.
• Able to analyze situations logically to draw solid conclusions, recognize problems and respond appropriately.
• Ability to work effectively and efficiently both with and without direct supervision.
• Ability to work effectively and efficiently in a team environment as well as independently.

EDUCATION and/or EXPERIENCE:

• 3 - 5 years accounting and billing experience (A/P and A/R)
• Prior employment experience in legal, mortgage, insurance or financial services industry preferred
• Experience with agency management software (preferably Sagitta and ImageRight)
• Proficient with MS Word, Excel and Outlook
• Strong analytical skills and knowledge of commercial insurance lines
• Excellent communication skills with clients during the sales and/or service processes
• Ability to multi-task and be well organized; prioritize multiple projects
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to move around; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable Individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

WHY JOIN EPIC? 

• Ranked #17 Top Global Broker by AM Best
• Ranked #17 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.