Producer Compensation Analyst

The Producer Compensation Analyst at EPIC Insurance Brokers & Consultants is responsible for processing, validating, and supporting producer and broker compensation, involving data analysis, inquiry resolution, and cross-functional coordination. The role requires strong Excel skills, attention to detail, and the ability to work independently in a high-complexity environment.

Location: Remote, CST or EST time zones

Salary: $70,000–$85,000/yr

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.

Requirements

• 2–4 years of experience in accounting, compensation, financial operations, or a similar role.
• Bachelor’s degree in Finance, Accounting, Business Administration, or 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.

Benefits

• Generous Paid Time off including 22 PTO days, 12 paid holidays, and 4 early-close days.
• Paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave.
• Employee referral bonus of $1,500 per hire.
• Employee recognition programs, awards, and trips.
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
• Mentorship Program, Tuition Reimbursement, Leadership Development.
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection, Legal Planning, Family Planning, Menopause & Midlife Support.
• Additional benefits including 401(k) matching, medical, dental, vision insurance, wellness & employee assistance programs.

Additional Information

• EPIC has over 60 offices and 3,000 employees nationwide, with a strong growth trajectory.
• The company emphasizes diversity, inclusion, and community involvement.
• For more information, visit the EPIC Careers Page.