Assistant Account Manager (P&C)

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 New York City and founded in 2007, our company has over 4,000 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!

The Assistant Account Manager provides administrative, operational, and client service support to the account management team while developing a strong foundation in commercial insurance operations, finance, sales, and client relationship management. This role is ideal for an individual who is eager to learn, highly organized, service-oriented, and committed to delivering exceptional support to both internal teams and external clients. The Assistant Account Manager works closely with Account Managers and designated mentors to ensure client accounts are serviced accurately and efficiently, in accordance with agency standards.

• Process certificates of insurance, binders, policy changes, endorsements, audits, and other account servicing requests.
• Issue Auto ID cards and respond to routine client service needs.
• Follow up on policy cancellations, renewals, and issuance activities.
• Prepare renewal proposals and insurance applications.
• Obtain and analyze loss runs and prepare loss summaries.
• Support invoicing activities and premium finance quote requests.
• Assist with online rating for small business insurance accounts.
• Process incoming mail and distribute items appropriate.

• Maintain accurate records within the Agency Management System (Sagitta).
• Upload and organize client documentation within the EPIC Portal.
• Complete policy checklists and support paperless filing initiatives.
• Run Motor Vehicle Reports (MVRs) and replacement cost valuation reports.
• Ensure all account-related documentation is processed accurately and timely.
• Meet quality, compliance, and timeliness standards for all assigned work.

• Develop and maintain positive working relationships with clients, carriers, wholesalers, vendors, and internal team members.
• Communicate professionally and effectively with stakeholders to support client service objectives.
• Collaborate across teams to achieve business goals and deliver exceptional customer experiences.
• Professional Development
• Participate in training programs, workshops, and learning opportunities related to insurance operations, communication, business etiquette, and time management.
• Continuously expand knowledge of insurance products, industry trends, regulations, and technology.
• Learn best practices in account management, sales support, and client retention under the guidance of experienced mentors.

• Strong verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Ability to prioritize tasks and manage multiple responsibilities effectively.
• Strong attention to detail and organizational skills.
• Service-oriented mindset with a willingness to learn and accept direction.
• Positive attitude, enthusiasm, and commitment to professional growth.
• Ability to work effectively in a fast-paced, team-oriented environment

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

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

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. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

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