Revenue Specialist

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Location: Newport Beach, CA

JOB OVERVIEW:

Reporting to the West Region Director of Employee Benefits Operations, the Revenue & Billing Operations Specialist plays a key role within the Employee Benefits (EB) Operations team by ensuring accurate commission revenue and client billing. This role is responsible for managing West Region EB direct bill commissions, tracking client service expenses, processing and reconciling client invoices, and identifying any missing or underreported revenue.

• Direct-Bill Commission Management
  Process, track, and reconcile direct bill commission statements.


• Validate commission amounts against expected revenue and client agreements.


• Maintain detailed and accurate financial records for audit readiness.

Client Invoicing & Expense Oversight

• Prepare, issue, and track client invoices across service lines.


• Monitor client service expenses to ensure proper allocation and alignment with contracts.


• Partner with internal teams to correct errors and ensure invoice accuracy.

Missing Revenue Identification & Recovery

• Conduct scheduled reconciliations of carrier statements, internal commission systems, and contracted fee schedules.


• Compare contractual terms and client agreements with actual billed amounts to detect gaps.


• Investigate discrepancies in fees or commissions and coordinate resolution with carriers, account teams, and finance.


• Track patterns, document findings, and recommend process improvements to prevent future revenue leakage.

Operational Support

• Maintain organized billing, commission, and expense-tracking systems.


• Provide reporting, analysis, and insights to leadership on revenue trends and discrepancies.


• Support ongoing process improvements to enhance financial accuracy and operational efficiency.

QUALIFICATIONS:

• Experience in employee benefits, insurance operations, finance, or revenue cycle management preferred.


• Strong analytical skills with the ability to identify discrepancies and interpret financial data.


• High attention to detail and strong organizational abilities.


• Proficiency with billing systems, spreadsheets, and data reconciliation tools.


• Ability to collaborate effectively with cross-functional teams.

EDUCATIONAL REQUIREMENTS:

COMPENSATION:

The national average hourly rate for this role is $30.77 to $33.94 per hour in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• 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. 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


• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

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