Controller/ Independent Agency Accountant (Applied Epic Specialist)

Bizsmart Insurance Group; Tempe (AZ); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

401(k) plan with employer matching options

Job summary

Bizsmart Insurance Group is seeking an experienced Accountant for full-cycle financial operations, primarily on-site in Tempe, Arizona. Ideal candidates should have 3–5+ years of accounting experience in an independent insurance agency and a deep understanding of Applied Epic. This role includes responsibilities such as managing Accounts Payable/Receivable, overseeing premium trust accounts, and preparing financial reports. A salary range of $80,000 – $90,000 is offered. Remote/hybrid arrangements may be considered for highly qualified candidates.

Qualifications

• 3–5+ years of accounting experience in an independent insurance agency.
• Deep technical knowledge of Applied Epic is mandatory.
• Thorough understanding of Property & Casualty workflows.

Responsibilities

• Manage Accounts Payable, Accounts Receivable, and General Ledger within Applied Epic.
• Oversee premium trust and operating accounts, ensuring compliance.
• Perform complex reconciliations for various transactions.
• Process carrier downloads, imports, and manual commission statements.
• Prepare monthly and annual financial reports.
• Evaluate and refine Applied Epic workflows for efficiency.
• Familiarity with payroll processes and platforms.

Skills

Applied Epic Expertise

Property & Casualty Knowledge

Microsoft Excel

Tools

ADP

Quickbooks

Job description

We are seeking an experienced Accountant to manage full-cycle financial operations for our independent insurance agency. This role requires extensive, hands-on expertise inApplied 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.
• Salary Range: $80,000 – $90,000per year (commensurate with experience).
• Retirement: 401(k)plan withemployer 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.