Assistant Account Manager (P&C)

Epic-Insurance-Brokers-; Alpharetta (GA); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid time off

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness program

Employee assistance program

Referral bonus

Job summary

EPIC Insurance Brokers & Consultants is seeking an Assistant Account Manager in Duluth, GA. The role provides administrative, operational, and client service support to the account management team while building a foundation in commercial insurance operations and client relationship management.

The position is ideal for someone who is highly organized, service-oriented, and eager to learn, with mentorship from experienced Account Managers.

Qualifications

• 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 willingness to learn and adapt.

Responsibilities

• 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 appropriately.

Skills

Client service

Communication

Organization

Detail oriented

Team player

Tools

Sagitta

EPIC Portal

Job description

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!

LOCATION: Duluth GA. Hybrid 3 days a week in office required.

JOB OVERVIEW:

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.

WHAT YOU’LL DO:

Client Service & Account Support

• 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.

Administrative & Operational Support

• 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.

Relationship Management

• 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.

WHAT YOU’LL BRING:

• 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

COMPENSATION:

Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

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
• 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”

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.

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