Accounting Associate

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

 

JOB OVERVIEW:

JWF Specialty is a division of EPIC. JWF is the Third Party Administrator (TPA) of choice for EPIC. They're a successful and rapidly growing division with a strong reputation for innovation and customer satisfaction.

JWF is seeking a talented TPA Financial Services Associate (aka Accounting Associate). This is an exciting opportunity to make a real impact on the company's operational efficiency and growth trajectory, while working in a highly collaborative team. This individual will report to the JWF Accounting Manager and is responsible for assisting with the administration and disbursement of funds within the organization, ensuring accurate and timely payments, as well as maintaining financial records and supporting overall financial operations. Additionally, the Accounting Associate assists with implementing technology, process, and service enhancements related to accounting functions, leveraging cross-functional workflows between Accounts Payable, Claims Accounting, Procurement, and other Finance teams.

 

LOCATION: In person, Carmel, IN (11711 North Meridian St., 7th Fl, Carmel, IN 46032)

 

WHAT WE’RE LOOKING FOR:

• Required: At least 1+ year of experience accounting role; accounting-related degree or certification preferred but not required.
• Strong Excel skills: Must have strong / intermediate-level Excel experience.
• Individuals who perform well in a fast-paced environment dealing with high volume of emails, while maintaining high level of data accuracy.
• Candidates with strong communication skills: This role communicates regularly with internal and external clients. 
• Team players eager to learn and grow! This is an exciting opportunity to come in and utilize one's accounting & number skills to learn, grow, and be part of a FUN collaborative team!

 

WHAT YOU’LL DO:

Accounts Payable & Disbursement Operations

• Assist with day-to-day operations of Accounts Payable (AP), Claims Accounting, and Procurement to ensure financial obligations are met accurately, timely, and efficiently.
• Maintain strict confidentiality and objectivity regarding all client and company financial data.
• Review and support weekly, monthly, quarterly, and annual AP activities, including:
• 1099-MISC form preparation
• Collection and review of Form W 9s
• Verification and maintenance of vendor banking information
• Support daily check-processing workflows, including printing and preparing checks for mailing.
• Handle incoming payments, deposits, and ACH approvals.
• Process refunds, recoveries, voids, and stop payments using standard workflows.

 

Client Funding & Cash Management

• Monitor and reconcile client bank balances to determine and calculate funding needs.
• Assist with client account funding activities to ensure timely payment issuance.
• Financial Reporting, Month-End, and Audit Support
• Assist with month-end closing procedures, including account reconciliations and manual journal entries.
• Provide support for internal and external audits by complying with requirements and addressing findings.
• Prepare variance analyses (actual vs. expected) and identify potential cost-saving opportunities.
• Assist with producing recurring and ad hoc financial and operational reports by gathering data and creating meaningful management insights.
• Perform various financial and operational analysis projects as assigned.

 

Client Billing, Revenue, and Commission Processes

• Utilize system reports and client contracts to produce client invoices and monitor receipt of payments.
• Process monthly producer commissions, ensuring accuracy, proper disbursement, and reconciliation.
• Track subrogation recoveries.
• Produce renewal worksheets to evaluate client profitability and provide recommendations for renewal pricing.

 

Policy, Procedure, and Process Improvement

• Assist in developing written procedures for systems, internal controls, AP, claims accounting, and procurement workflows.
• Ensure compliance with national, state, and local regulations, as well as internal administrative requirements.
• Collaborate across Accounts Payable, Claims Accounting, Procurement, and other Finance teams to improve workflows and enhance operational outcomes.
• Contribute to technology, process, and service enhancements related to accounting functions.

 

Service & Internal Support

• Provide timely and professional responses to employee inquiries related to financial processes.
• Perform other support duties as assigned.

 

WHAT YOU’LL BRING:

• Education: High school diploma or equivalent required; additional coursework in accounting, finance, or business preferred.
• Experience: Minimum of 1 year of experience in accounting, banking, claims/TPA operations, or related financial processing roles.
• Technical & Analytical Skills:
  • Strong data analysis abilities with the capacity to interpret financial information and identify trends or issues.
  • Proficiency in Microsoft Excel (including spreadsheets, formulas, and data manipulation) and familiarity with the full Microsoft Office suite (Word, Outlook).
  • Accurate and efficient data entry skills; experience with accounting systems or vendor software is preferred.
•  Communication Skills:
  • Ability to compile, review, and present financial information clearly.
  • Capable of responding professionally to inquiries from employees, clients, vendors, and regulatory or auditing entities. 
•  Mathematical Skills:
  • Ability to perform basic to intermediate calculations (addition, subtraction, multiplication, division) using whole numbers, fractions, and decimals.
  • Competence in analyzing financial data, conducting variance analyses, and identifying issues or trends. ]
•  Professional Attributes:
  • High attention to detail, accuracy, and confidentiality.
  • Strong organizational skills and the ability to manage multiple tasks in a fast paced environment.
  • Commitment to maintaining compliance with internal controls, company policies, and regulatory requirements.

 

COMPENSATION: 

The national average hourly rate for this role is $25.00 - $32.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

 

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• 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
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

 

#LI-SP2

#LI-Hybrid

 

 

Client-provided location(s): Carmel, IN

Job ID: 8395147002

Employment Type: OTHER

Posted: 2026-02-10T23:33:43