Financial Analyst, Private Client Insurance

EPIC Brokers(8 days ago)

HybridFull TimeMedior$95,000 - $120,000Finance

About this role

A Financial Analyst at EPIC Insurance Brokers & Consultants supports the Personal Lines Practice by managing financial processes relating to client and carrier commissions, ensuring compliance and accuracy. The role involves analyzing compensation and commission data, preparing financial reports, and assisting with process improvements.

View Original Listing

Required Skills

Excel
Financial Analysis
Reconciliation
Reporting
Compliance
Data Analysis
Insurance
Brokerage
Finance Systems
Auditing

About EPIC Brokers

epicbrokers.com

EPIC Insurance Brokers & Consultants is an innovative retail insurance brokerage and consulting firm that provides property & casualty and employee benefits solutions. They offer brokerage placement, risk management, benefits strategy and consulting, and claims advocacy to help organizations manage risk and control costs. Combining national market access with consultative advisory services, EPIC works with employers and businesses across industries to design benefits programs and insurance solutions tailored to client needs.

View more jobs at EPIC Brokers →