Accounting Associate

11711 North Meridan St, 7th Fl, Carmel, IN 46032

Come join our team!

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.

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.

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!

JWF Specialty is a division of EPIC. JWF is the Third Party Administrator (TPA) of choice for EPIC. They're a successful and rapidly growing division with a strong reputation for innovation and customer satisfaction.

JWF is seeking a talented TPA Financial Services Associate (aka Accounting Associate). This is an exciting opportunity to make a real impact on the company's operational efficiency and growth trajectory, while working in a highly collaborative team. This individual will report to the JWF Accounting Manager and is responsible for assisting with the administration and disbursement of funds within the organization, ensuring accurate and timely payments, as well as maintaining financial records and supporting overall financial operations.

Additionally, the Accounting Associate assists with implementing technology, process, and service enhancements related to accounting functions, leveraging cross‑functional workflows between Accounts Payable, Claims Accounting, Procurement, and other Finance teams.

• Required: At least 1+ year of experience in an accounting role; accounting‑related degree or certification preferred but not required.
• Strong Excel skills: Must have strong / intermediate‑level Excel experience.
• Individuals who perform well in a fast‑paced environment dealing with high volume of emails, while maintaining high level of data accuracy.
• Candidates with strong communication skills: This role communicates regularly with internal and external clients.
• Team players eager to learn and grow! This is an exciting opportunity to come in and utilize one's accounting & number skills to learn, grow, and be part of a FUN collaborative team!

• Assist with day‑to‑day operations of Accounts Payable (AP), Claims Accounting, and Procurement to ensure financial obligations are met accurately, timely, and efficiently.
• Maintain strict confidentiality and objectivity regarding all client and company financial data.
• Review and support weekly, monthly, quarterly, and annual AP activities, including:
• 1099‑MISC form preparation
• Collection and review of Form W‑9s
• Verification and maintenance of vendor banking information
• Support daily check‑processing workflows, including printing and preparing checks for mailing.
• Handle incoming payments, deposits, and ACH approvals.
• Process refunds, recoveries, voids, and stop payments using standard workflows.

• Monitor and reconcile client bank balances to determine and calculate funding needs.
• Assist with client account funding activities to ensure timely payment issuance.

• Assist with month‑end closing procedures, including account reconciliations and manual journal entries.
• Provide support for internal and external audits by complying with requirements and addressing findings.
• Prepare variance analyses (actual vs. expected) and identify potential cost‑saving opportunities.
• Assist with producing recurring and ad hoc financial and operational reports by gathering data and creating meaningful management…