Insurance Accounting Analyst

Job Overview

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, is a specialty insurance brokerage and risk consulting firm focused on construction and design professionals. What differentiates us is our construction industry expertise. Our leaders have prior experience as practicing construction lawyers (in-house and outside), engineers, consultants, and underwriters – giving us a unique and unmatched insight into how A/E firms operate, deliver projects, and manage risks.

With respect to insurance, we place many of our largest clients who qualify in highly profitable group captive programs that have saved millions, and we do so for more A/E firms than all other insurance brokers combined.

We’ve been so successful, that now we’re looking to grow our team!

Commercial (Accounting) Analyst – Responsible for processing invoices and accounting-related client management tasks, serving as point of contact for underwriters and clients regarding billing, and focusing on reconciliations, invoicing, billing, reporting, and deposits.

Location: Hybrid – Alpharetta, GA (3 days a week in-office)

• Required: At least 2+ years of experience in insurance or accounting role.
• Required: Bachelor’s degree, preferably in accounting or finance.
• Strong communication skills – role communicates regularly with internal and external clients.
• Strong Excel skills – opportunity to oversee & lead operational improvements.

• Accurately process client invoices/refunds in accordance with established billing cycles and organizational standards (Sagitta).
• Generate statement invoices for applicable clients monthly.
• Investigate and resolve billing issues or disputes in collaboration with sales and account management teams.
• Reconcile accounts receivable/payable ledgers to ensure all payments are accounted for and properly posted.
• Serve as a point of contact for underwriters to request invoices and renewal documentation, ensuring timely and accurate exchange of information.
• Create reporting to proactively communicate to clients and internal team on account standings and identify gaps in current workflows.
• Prepare bank deposits and assist with month‑end close procedures.
• Assist in maintaining accurate records of accounts and financial statements transactions.
• Support audits and provide documentation as needed.
• Assist with special projects involving process improvements.

• Gain knowledge of the product/industry through daily activities and training.
• Understand accounting systems and processes and communicate effectively.
• Deliver accurate, timely, and compliant accounting services.

• Bachelor’s Degree required.
• 2+ years of experience in insurance industry, finance or accounting.
• Demonstrate strong proficiency in Word and Excel.
• Experience with Agency Management Systems such as Sagitta and Image Right preferred.
• Strong Microsoft Office proficiency, especially in Outlook and Excel.

• Articulate, well organized, and focused.
• Must be punctual and reliable.
• Goal oriented and highly motivated and resourceful to achieve results.
• Work efficiently in a fast‑paced environment.
• Ability to establish priorities and meet deadlines.

The base pay offered will be determined based on experience, skills, training, certifications and education, while also considering internal equity and market data.

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…