[Remote] Producer Compensation Analyst

Note: The job is a remote job and is open to candidates in USA. EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in New York City. The Producer Compensation Analyst is responsible for the accurate processing, validation, and support of producer and broker compensation, involving data analysis and cross-functional coordination.

Responsibilities

• Execute monthly compensation workflow procedures for producer and broker compensation accurately and on schedule
• Prepare and distribute compensation statements using standardized templates and analytical tools
• Validate payment amounts and adjustments for accuracy before submission to payroll and accounts payable
• Book accounting entries with proper debit and credit treatment across relevant systems
• Partner with payroll and accounts payable to support producer and broker setup and documentation requirements
• Prepare complex compensation calculations and analytical reports by independently researching and interpreting data across multiple systems, translating findings into a clear narrative for management
• Perform ad-hoc reporting and analysis related to a producer’s book of business as requested
• Investigate anomalies, explain variances, and present findings clearly
• Understand how policy invoices are created, coded, and processed in the agency management system to identify billing and coding issues that impact compensation
• Read and interpret producer employment agreements to determine correct compensation treatment and perform calculations accordingly
• Reconcile and resolve discrepancies between contract terms, system records, and compensation outputs by tracing issues to root cause
• Coordinate updates to producer coding, rates, splits, and profile setup in the AMS in collaboration with account managers and operations teams
• Document key decisions, adjustments, and outcomes with clear, audit‐ready support
• Serve as a primary point of contact for producers regarding compensation statements, payments, coding, and related questions
• Research and resolve inquiries by navigating multiple systems and datasets; communicate outcomes clearly and professionally to producers, finance teams, and business leaders

Skills

• 2–4 years of experience in accounting, compensation, financial operations, or a similar role
• Bachelor's degree in Finance, Accounting, Business Administration, a related discipline, or equivalent experience
• Hands-on experience with agency management or invoicing systems
• Advanced Excel proficiency including lookup functions, conditional aggregation, nested formulas and exposure to Power Query
• Working knowledge of accounting fundamentals sufficient to prepare and book journal entries accurately
• Ability to independently synthesize data from multiple sources, apply sound judgement, and present findings in a clear narrative for management
• Comfort working with messy, large, and imperfect datasets across multiple systems
• Strong written and verbal communication skills
• Experience working for insurance an insurance brokerage, wholesaler, or MGA
• Hands-on AMS experience--Sagitta, AMS 360, Applied Epic, Benefit Point, or equivalent
• Basic SQL querying capability for pulling and validating data
• VBA familiarity
• Hands on Power Query experience
• Experience supporting payroll, accounts payable, or producer compensation processes

Benefits

• 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

Company Overview