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About the Role

Account Managers provide high-quality service to our Clients and Account Executives, ensuring satisfaction by balancing service quality and response speed. This role supports Senior Account Executives in policy administration, billing coordination, application processing, and other assigned duties.

Responsibilities

• Manage the activity for assigned accounts
• Manage the schedule of values for each assigned Client
• Create schedules of insurance and proposals
• Administer quarterly reporting and invoicing of locations added or removed from the schedule of values
• Endorsement processing
• Invoicing
• Track client account balances and work with the accounting department to ensure prompt payment
• Set up new and renewal policies
• Manage day-to-day account transactions including additions, deletions of vehicles, acquisitions
• Generate and update schedules of insurance, create Acord certificates, Auto ID Cards, Loss Run reports and similar documents
• Support administration of program adjustments including dividend and audit adjustments
• Contact clients and underwriters to obtain information about policy changes, renewals and endorsements

Requirements

• Candidates with current commercial insurance industry experience
• Licensed in P&C
• At least 2-3+ years of experience working for a commercial insurance brokerage servicing middle market to large accounts
• Strong sense of urgency and thoroughness
• Team players who are eager to learn and grow and collaborate well with others
• Minimum 2 years of insurance brokerage or insurance carrier experience
• Strong computer skills including MS office suite, Excel and PowerPoint
• Must be detail oriented
• Must have excellent organization and time management skills

Skills

• Team Player
• Customer Service Focus
• Active Listening
• Initiating Action
• Information Seeking
• Quality Extended Task Focus
• Composure and Resilience
• Time Management

Location

• Hybrid, Midtown, NYC office

Work Type

• Hybrid
• Full-time

Experience Level

• 2-3+ years of experience
• Minimum 2 years of experience

Education Level

• College degree in Insurance or related field preferred but not required
• P&C Brokers License preferred

Salary/Compensations

• $70,000.00 - $95,000.00

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 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
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Pet Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning
• Family Planning
• Menopause & Midlife Support
• 401(k) matching
• Medical insurance
• Dental insurance
• Vision insurance
• Wellness & employee assistance programs

About the Company

• EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry.
• 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.
• Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.
• EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing!
• 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
• 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/

Equal Opportunity

• 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.
• 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.