Revenue Specialist at EPIC… · Newport…

Summary: EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco with over 3,000 employees nationwide. The Revenue Specialist role involves monitoring incoming commission statements, maintaining organized records, assisting in invoice preparation, and supporting audits and internal reviews. Responsibilities: - Monitor incoming commission statements, ensure documents are complete, and route information to appropriate internal systems - Maintain organized records of revenue‑related activity and ensure documentation remains current and easy to reference - Assist in preparing service‑related invoices and distributing them to the appropriate teams for follow‑up - Track ongoing administrative expenses, confirm alignment with established agreements, and escalate inconsistencies as needed - Coordinate with account teams, carriers, and operations partners to clarify missing information or resolve discrepancies - Support scheduled audits and internal reviews by gathering data, preparing summaries, and ensuring files are audit‑ready - Update tracking logs, spreadsheets, and tools used to monitor commissions, expenses, and other operational data points - Compile recurring operational reports and assist leadership with ad‑hoc data requests - Identify process gaps or recurring issues and recommend improvements that support efficiency and accuracy - Contribute to routine administrative tasks that help keep operations organized and running smoothly Required Qualifications: - Monitor incoming commission statements, ensure documents are complete, and route information to appropriate internal systems - Maintain organized records of revenue‑related activity and ensure documentation remains current and easy to reference - Assist in preparing service‑related invoices and distributing them to the appropriate teams for follow‑up - Track ongoing administrative expenses, confirm alignment with established agreements, and escalate inconsistencies as needed - Coordinate with account teams, carriers, and operations partners to clarify missing information or resolve discrepancies - Support scheduled audits and internal reviews by gathering data, preparing summaries, and ensuring files are audit‑ready - Update tracking logs, spreadsheets, and tools used to monitor commissions, expenses, and other operational data points - Compile recurring operational reports and assist leadership with ad‑hoc data requests - Identify process gaps or recurring issues and recommend improvements that support efficiency and accuracy - Contribute to routine administrative tasks that help keep operations organized and running smoothly - Strong attention to detail and ability to track multiple projects - Comfortable working with spreadsheets, tracking systems, and reconciliation tasks - Detail oriented with strong written and verbal communication skills - Ability to work collaboratively within a team and coordinate with multiple internal stakeholders Preferred Qualifications: - Preferred experience in employee benefits, insurance administration, operations support, revenue operations, or a related field Required Skills: Revenue operations, Insurance administration Important Skills: Spreadsheet proficiency Benefits: 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, Quarterly employee recognition program 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, Cancer 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., EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation