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About the Role

The Insurance Technical Assistant for the Financial Services Team should be a detail-oriented team player with the ability to multitask and possess excellent customer service skills.

Responsibilities

• Service of all aspects of the placement process utilizing the firm’s agency management system
• Imputing submissions into Sagitta, agency management system
• Send out renewal solicitations 120 days in advance with corresponding applications
• Following up on renewal submissions, subjectivities and policies
• Generate certificates of Insurance upon request
• Filing using Image Right, our electronic filing system in accordance with company standards
• Demonstrate familiarity with quote letters and binders from various carriers
• Following up on all inquiries
• Basic invoicing responsibilities – invoicing through Sagitta
• Capturing data for analytics and reporting
• Handling return premiums, extensions, corrections, cancellations, AP and RPs
• Interface with accounting for premium and revenue payments
• Manage the issuance of policies
• Following up on any outstanding subjectivities needed to issue the policy
• Complete Surplus Lines Diligences per state and line of business
• Ensure all necessary documentation for surplus lines filings is sent out and filed

Requirements

• Willing to hire a college graduate with a Risk Management Degree or needs 1 year plus Insurance brokerage experience
• Proficient in MS suite of products
• Property & Casualty Insurance License (or willing to get one once hired)

Skills

• Customer service skills
• Multitasking

Location

• New York City

Work Type

• Hybrid

Experience Level

• 1 year plus Insurance brokerage experience

Education Level

• Bachelor’s degree
• Risk Management Degree

Salary/Compensations

• $31.25 – $36.06 per hour

Benefits

• 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
• Paid parental leave
• Pregnancy disability and bonding leave
• 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
• 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 has become 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.
• 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.
• 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.