Assistant Account Manager (P&C)

EPIC Insurance Brokers & Consultants; Duluth (GA); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Generous PTO

22 PTO days for hourly/non-exempt

12 company-observed holidays

Parental leave

Employee referral bonus $1,500

401(k) matching

Medical/dental/vision insurance

Pet Insurance

Identity Theft Protection

Job summary

EPIC Insurance Brokers & Consultants in Duluth, GA seeks an Assistant Account Manager for Mid-South Specialties. The role focuses on operational account support and day-to-day tasks with a coachable, positive attitude. In-office, Monday to Friday, with strong emphasis on client communication and teamwork.

You will handle certificate requests, policy changes, renewals, invoicing, and various rating tasks while learning the business and pursuing insurance knowledge.

Qualifications

• High School or GED education required; college degree preferred.
• P&C Insurance license or related experience preferred; if not licensed, obtain within 90 days of hire.
• Working knowledge of computers and software; MS Office and Outlook.

Responsibilities

• Act as client advocate and maintain positive relationships with clients and coworkers.
• Respond to client inquiries promptly via phone, mail, and email in a professional manner, aiming to resolve on first contact.
• Handle certificate requests, notices of cancellation follow-ups, policy changes, and invoicing.

Skills

Communication skills

Multitasking

Teamwork

Attention to detail

Punctual and reliable

Confidentiality

Time management

Education

High School / GED

College degree preferred

P&C Insurance license or related experience

Tools

MS Office

Outlook

Job description

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 3,000 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!

JOB OVERVIEW:

As an Assistant Account Manager in Mid-South Specialties, you will be responsible for any operational aspects of an account as well as day-to-day activities. This position will require a positive and coachable attitude to be successful. Strong multi-tasking and prioritizing skills are required.

LOCATION: Duluth Georgia. This is an in-office position M-F

WHAT YOU’LL DO:

• Act as client advocate always.
• Maintain a positive relationship and excellent communication with client and co-workers.
• Respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client.
• Certificate Requests
• Follow up on Notices of Cancellation
• Auto ID Card Issuance
• Policy Change Requests
• Check Mailbox Daily
• Online Rating for Small Business
• Follow up for Renewal Policy Issuance
• Renewal Proposals
• Binders
• Invoicing
• Process Audits
• Post Documents to EPIC Portal
• Obtain Loss Runs
• Policy Checklists
• Obtain Premium Finance Quotes
• Paperless Filing
• Obtain Loss Runs
• Create Loss Summary Tracking
• Prepare Acord Applications
• Become a student of the business. Seek insurance knowledge through training and education.

WHAT YOU’LL BRING:

• High School / GED Education required/College Graduate Preferred
• P&C Insurance License or related work experience preferred.
• If not currently licensed, it must be obtained within 90 days of hire.
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.

SKILLS AND ABILITIES

• Possess excellent written, verbal, listening and organizational skills.
• Strong Language, Mathematical, Analytical and Reasoning ability.
• Must be able to work within a team environment.
• Demonstrate a sense of urgency when responding to an inquiry.
• Must possess the ability to multi-task and prioritize multiple projects.
• Must possess attention to detail while meeting deadlines.
• Must be punctual and reliable.
• Attend internal and external training classes and seminars.
• Must be able to keep information confidential.

COMPENSATION

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 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”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

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.