Assistant Account Manager (P&C)

EPIC Insurance Brokers & Consultants; Peachtree Corners (GA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Generous PTO and paid holidays

Paid parental leave and family leave

Employee referral bonus of $1,500

Employee recognition programs and ERGs

Pet insurance and identity protection

401(k) matching and health benefits

Job summary

EPIC Insurance Brokers & Consultants in Duluth, GA is seeking an Assistant Account Manager for Mid‑South Specialties. You will handle client accounts, manage daily activities, and maintain strong client relationships in an in-office role Monday through Friday.

The position requires a positive, coachable attitude, multitasking skills, and prioritization abilities, with licensing in P&C preferred and optional training opportunities to enhance insurance knowledge.

Qualifications

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

Responsibilities

• Act as a client advocate and maintain positive relationships with clients and coworkers.
• Respond promptly to client inquiries via phone, mail, and email; resolve inquiries in the first contact when possible.
• Handle certificate requests, notices of cancellation, auto ID cards, policy changes, and renewal inquiries.
• Prepare renewal proposals, binders, invoicing, and process audits.
• Post documents to the EPIC portal and obtain loss runs and premium finance quotes.
• Continuously seek insurance knowledge through training and internal resources.

Skills

Excellent communication skills

Multitasking and prioritization

Detail-oriented

Team player under pressure

Strong organizational skills

Willingness to training

Confidential information handling

Education

High School diploma or GED

College degree preferred

Tools

MS Office

Outlook

Job description

EPIC Insurance Brokers & Consultants is a leading insurance firm with a strong focus on growth, values, and client service.

JOB OVERVIEW

As an Assistant Account Manager in Mid‑South Specialties, you will handle operational aspects of client accounts and manage daily activities. The role demands a positive, coachable attitude, strong multitasking, and prioritization skills.

LOCATION

Duluth, Georgia – in‑office position, Monday through Friday.

RESPONSIBILITIES

• Act as a client advocate and maintain positive relationships with clients and coworkers.
• Respond promptly to client inquiries via phone, mail, and email; resolve inquiries in the first contact whenever possible.
• Handle certificate requests, notices of cancellation, auto ID card issuance, policy change requests, and renewal inquiries.
• Maintain daily mailbox checks, oversee online rating for small business, and follow up for renewal policy issuance.
• Prepare renewal proposals, binders, invoicing, and process audits.
• Post documents to the EPIC portal and obtain loss runs and premium finance quotes.
• Manage paperless filing and create loss summary tracking.
• Prepare Acord applications.
• Continuously seek insurance knowledge through training, education, and internal resources.

QUALIFICATIONS

• High School diploma or GED required; college degree preferred.
• P&C Insurance license or related work experience preferred. If not licensed, must obtain within 90 days of hire.
• Working knowledge of computers and software applications (e.g., MS Office, Outlook).

SKILLS AND ABILITIES

• Excellent written, verbal, listening, and organizational skills.
• Strong language, mathematical, analytical, and reasoning abilities.
• Team‑player who can work under pressure and with a sense of urgency.
• Strong multitasking and prioritization capabilities.
• Attention to detail while meeting deadlines; punctual and reliable.
• Willingness to attend internal and external training classes and seminars.
• Ability to handle confidential information.

COMPENSATION

The base pay will be determined based on experience, skills, education, and internal equity.

BENEFITS

• Generous paid time off with 22 PTO days for hourly employees and paid holidays.
• Paid parental leave, pregnancy disability, bonding leave, and organ donor leave.
• Employee referral bonus of $1,500 per hire.
• Employee recognition programs and employee resource groups.
• Pet insurance, identity theft & fraud protection, legal planning, family planning, menopause & midlife support.
• 401(k) matching, medical, dental, vision, wellness, and employee assistance programs.
• 50/50 work culture promoting collaboration between producers and business staff.
• Company charitable programs, including donation matching and community service support.

EPIC embraces diversity in all its forms and is committed to fostering an inclusive work environment.

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): 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.