Financial Analyst, Private Client Insurance

About the position Position Overview: The Financial Analyst will play a critical role in supporting the National Personal Lines Practice by ensuring accurate financial processes related to client compensation and insurance carrier commissions. This position requires strong analytical skills, attention to detail, and the ability to work collaboratively with internal teams and external partners to maintain compliance and financial integrity.

Responsibilities

• Calculate and validate producer and client compensation structures in accordance with company policies and contractual agreements.
• Review and confirm compensation adjustments, ensuring accuracy and timely processing.
• Collaborate with sales and account management teams to resolve discrepancies and provide clear reporting on compensation outcomes.
• Audit and reconcile commission statements from insurance carriers to ensure accuracy and compliance with contractual terms.
• Investigate and resolve commission variances, working closely with carriers and internal stakeholders.
• Maintain detailed records of commission payments and adjustments for reporting and compliance purposes.
• Prepare monthly, quarterly, and annual financial reports related to compensation and commission performance.
• Analyze trends and provide insights to leadership for strategic decision-making.
• Support budgeting and forecasting processes for the National Personal Lines Practice.
• Identify opportunities to streamline compensation and commission validation processes.
• Ensure adherence to internal controls and regulatory requirements.
• Assist in the development and implementation of best practices for financial accuracy and efficiency.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• 2–4 years of experience in financial analysis, preferably within insurance or brokerage environments.
• Strong understanding of compensation structures and commission processes.
• Proficiency in Microsoft Excel and financial systems; experience with insurance agency management systems is a plus.
• Excellent analytical, problem-solving, and communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Possess excellent written, verbal, and organizational skills.
• Must be able to work within a team environment.
• Knowledge of insurance carrier operations and commission structures.
• Experience with data reconciliation and audit processes.
• Familiarity with compliance standards in the insurance industry.
• Demonstrate a sense of urgency when responding to an inquiry.
• Must possess the ability to multi-task and prioritize multiple projects.
• Must possess attention to detail.
• Must be punctual and reliable.
• Must be able to keep information confidential.

Benefits

• 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 Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

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