Controller​/Independent Agency Accountant; Applied Epic Specialist

We are seeking an experienced Accountant to manage full-cycle financial operations for our independent insurance agency. This role requires extensive, hands-on expertise in Applied Epic, specifically within its accounting and reporting modules. You will be responsible for ensuring the accuracy of our general ledger, premium trust accounts, and commission reconciliations.

• On-site (Preferred):This position is primarily based at our office to foster collaboration.
• Remote:We will consider highly qualified candidates for a remote/hybrid arrangement if they demonstrate expert-level proficiency in Applied Epic workflows.
• Salary Range: $80,000 – $90,000
  per year (commensurate with experience).
• Retirement:
  401(k)plan with employer matching options.

• Full-Cycle Accounting:Manage Accounts Payable, Accounts Receivable, and General Ledger within Applied Epic following GAAP standards.
• Premium Trust Management:Oversee premium trust and operating accounts, ensuring strict compliance with fiduciary requirements.
• Reconciliations:Perform complex reconciliations for carrier statements, direct bill commissions, and agency bill transactions.
• Direct & Agency Billing:Process carrier downloads (IVANS), imports, and manual commission statements.
• Month-End/Year-End Closing:Prepare monthly and annual financial reports, including producer/broker commission statements and profitability analysis.
• Workflow Optimization:Evaluate and refine Applied Epic accounting workflows to improve efficiency and data integrity
• Payroll: Familiarity with the payroll process.
  
  Preferable experience with processing payroll via ADP/Paycheck/Quickbooks.

• Experience:3–5+ years of accounting experience specifically within an independent insurance agency.
• Applied Epic Expertise:Deep technical knowledge of the Applied Epic management system is mandatory
  .
• P&C Knowledge:Thorough understanding of Property & Casualty (P&C) workflows and trust accounting.
• Technical
  
  Skills:
  
  Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUPs) for data analysis and reporting.