Applied Epic Accounting Lead -- Insurance Agency

Job Description

Job Description

Applied Epic Accounting Lead — Insurance Agency

Company: Tera Vita Insurance
Location: Hoffman Estates, IL
Employment Type: Full-Time

A day in this role

By 9 a.m., you’ve reviewed overnight postings in Applied Epic, matched carrier statements to premium and commission activity, and flagged a variance to investigate. Before lunch, you finalize bank and credit card reconciliations, prepare cash flow snapshots for leadership, and move month-end tasks forward. Your afternoon blends collaboration and focus: closing out AP/AR items, resolving a commission discrepancy, and polishing management-ready financials—accurate, timely, and audit-ready.

About the opportunity

We’re hiring a seasoned accountant who can independently run core agency accounting and elevate our financial operations. You’ll own daily accounting, insurance carrier reconciliations, and reporting inside Applied Epic , while continuously improving accuracy, efficiency, and control.

Core responsibilities

• Accounting Operations : Manage AP, AR, and GL activity; execute bank, credit card, and general ledger reconciliations; lead month-end and year-end close; monitor cash flow, expenses, and transactions; maintain clean, organized records.
• Insurance Agency Accounting : Use Applied Epic to process accounting transactions and reporting; reconcile carrier statements, premium payments, and commission reports; track and validate commissions; manage agency-bill and direct-bill workflows; reconcile carrier payables and customer receivables; resolve billing variances; process refunds, adjustments, and commission corrections.
• Financial Reporting & Compliance : Prepare monthly management reports; support budgeting, forecasting, and planning; retain documentation for audits and tax; uphold accounting standards and internal procedures; recommend and implement process improvements; collaborate with leadership and external accounting partners.

What you bring

• 5+ years of professional accounting experience.
• Applied Epic hands-on experience (required).
• Robust knowledge of GL, AP, AR, and reconciliations; month-end close expertise.
• Advanced Microsoft Excel skills.
• Analytical mindset, problem-solving acumen, impeccable attention to detail, and strong organization.
• Ability to work independently and juggle multiple priorities while protecting confidential information with professionalism.

Preferred

• Accounting experience within an insurance agency or brokerage.
• Bachelor’s degree in Accounting, Finance, or related field.
• Background in carrier reconciliations and commission accounting.
• Familiarity with QuickBooks or comparable accounting systems.
• Understanding of insurance industry financial operations.

What we offer

• Competitive compensation aligned to experience and qualifications.
• A professional, collaborative culture.
• Clear opportunities for growth and development.
• A chance to directly impact the continued success of Tera Vita Insurance.

Core proficiencies

• Generally Accepted Accounting Principles (GAAP)
• Cost Accounting
• Bookkeeping
• Accounts Payable (AP)
• Accounts Receivable (AR)
• Tax Preparation
• Financial Audit Experience
• Insurance

Tools you’ll use

• Applied Epic
• Accounting Software

Equal Employment Opportunity

Tera Vita Insurance is an Equal Opportunity Employer committed to providing equal employment opportunities to all qualified applicants without regard to legally protected characteristics.