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About the Role
Commercial Line Middle Market Account Managers provide high-quality service to clients and Account Executives, balancing service quality and response speed. This role supports Senior Account Executives in policy administration, billing coordination, application processing, and other assigned duties and projects.
Responsibilities
- Manage the quoting activity for assigned accounts
- Create schedules of insurance and proposals
- Management and tracking of policy renewals
- Endorsement processing
- Invoicing
- Set up new and renewal policies in Vision
- Scan and maintain documents, policies and correspondence in Vision
- 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 as needed
- Support administration of program adjustments including dividend and audit adjustments
- Contact clients and underwriters to obtain information for policy changes, renewals and endorsements
Requirements
- Comprehensive understanding of commercial lines middle market insurance
- Superior client relationship management skills
- Superior organizational skills and high attention to detail
- Strong problem-solving skills and sense of urgency
- Strong pride of ownership and work ethic
- Excellent written, verbal, and interpersonal communication skills – internal and external
- Ability to work independently and consistently meet deadlines
- Ability to prioritize and manage multiple projects/assignments
- Desire to work in a collaborative, team-oriented environment
- Ability to translate insurance terms into easy-to-understand explanations for client at all levels
- Strong negotiation and presentation skills
Skills
- Microsoft office skills
- Sagitta Agency Management System
Location
- Hybrid
- Melville, NY
- Jersey City, NJ
- Summit, NJ
- Mt. Laurel, NJ
Work Type
- Hybrid
Experience Level
- Minimum 3 + years of insurance brokerage industry
Education Level
- College Degree preferred
- NJ/NY P&C Brokers License
Salary/Compensations
- $75,000 - $85,000
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
- 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
- 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.
- 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.
- 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.