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About the Role

EPIC Insurance Brokers & Consultants is seeking a motivated individual to join their team. This role involves supporting Client Executives, performing research and analysis, and assisting with client renewals and policy processing. The ideal candidate will have a strong understanding of Property & Casualty lines and excellent communication skills.

Responsibilities

Provide support to Client Executives as needed
Perform research/analysis and handling of wide variety of client/broker questions on coverage/eligibility and government reporting compliance
Assist Client Executives with renewals from beginning to end, including quote reviews and proposal preparation
Process endorsements and audits per client requests
Conduct policy reviews, making necessary corrections and ensure timely policy delivery to insureds
Conduct market comparisons by analyzing insurance rates and renewal information
Deliver certificates of insurance and auto IDs and renewal and upon insureds request
Assist with preparation of applications for presentation to carriers (or marketing manager on large clients), including analysis of coverages
Assist with input and maintenance of Agency Management System
Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
Delegates certain administrative tasks to Junior Account Managers as needed and oversees said tasks

Requirements

Active P&C license (or willing to get one)
Bachelor’s degree in insurance, business or related field preferred
Insurance Designation preferred or willingness to attain one.
2 + years working with Property & Casualty lines of coverage and services
Flexible to work outside normal working hours

Skills

Recognize problems and respond appropriately
Able to analyze situations logically to draw solid conclusions
Experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects
Advanced knowledge of Microsoft Office programs
Strong attention to detail and time management abilities
Strong ability to multi-task and assign priority
Ability to work effectively and efficiently without direct supervision
Ability to work effectively and efficiently in a team environment as well as independently
Strong interpersonal communication skills, both written and oral
Project a professional image in action and appearance
Must have high level of interpersonal skills to handle sensitive and confidential situations.
Able to effectively interface with internal and external customers
Able to handle confidential information with maximum discretion
Able to understand business principles and apply them accordingly
Detail-oriented, organized, efficient, and proactive
Excellent written/verbal communication skills including communicating complex financial information
High level of accountability and flexibility
High-touch client orientation
Open and willing to receive and give constructive critique
Analytical skills

Location

New York, NY

Work Type

Hybrid

Experience Level

2+ years

Education Level

Bachelor's degree preferred
Insurance Designation preferred

Salary/Compensations

$90,000 – $100,000

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, 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
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.
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.