Controller/ Independent Agency Accountant (Applied Epic Specialist)
bizsmart insurance groupTempe, AZ
$80,000 – $90,000 per yearAPPLY NOW
Controller/ Independent Agency Accountant (Applied Epic Specialist)
bizsmart insurance groupTempe, AZ
2 days ago
Occupations
Accountants and AuditorsBookkeeping, Accounting, and Auditing ClerksTreasurers and ControllersIndustries
All Other Insurance Related ActivitiesInsurance Agencies and BrokeragesDirect Property and Casualty Insurance Carriers$80,000 – $90,000 per year
APPLY NOWAbout the role
Role Summary:
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.
Location:
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.
Compensation & Benefits
Salary Range:
$80,000 – $90,000 per year (commensurate with experience).Medical: Comprehensive health insurance coverage. Retirement: 401(k) plan with employer matching options.
Key Responsibilities:
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.
Required Qualifications
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.
Education: Bachelor’s degree in Accounting, Finance, or a relevant experience.
Preferred Skills:
Experience with Applied Analytics or Applied CSR24.Prior involvement in an Applied Epic system implementation or migration Certifications such as Applied Epic Certified User.
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JOB OVERVIEW
Salary
$80,000 – $90,000 per year
Experience level
Senior
Location
Tempe, AZ
Occupation
Accountants and Auditors
Industry
All Other Insurance Related Activities
Posted
2 days ago
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