Applied Epic & Brokerage Professionals

Roles & Responsibilities

• Process and reconcile insurance broking transactions including premiums, direct billing, invoicing, and commissions
• Perform broker account reconciliations and resolve outstanding or open items
• Manage accounts payable, accounts receivable, and general ledger entries related to insurance broking operations
• Ensure timely and accurate financial reporting in line with client SLAs and regulatory standards
• Collaborate with internal teams and client stakeholders to investigate discrepancies and improve process efficiency
• Support month-end and year-end financial closing activities
• Maintain complete documentation and audit trails for all financial transactions
• Ensure adherence to internal controls, accounting standards, and compliance requirements

Required Skills & Qualifications

• Bachelor's degree in Commerce, Accounting, or Finance
• 2–5 y...