Controller/ Independent Agency Accountant (Applied Epic Specialist)

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 – $90,000 per 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. #J-18808-Ljbffr Bizsmart Insurance Group