Commercial Property & Casualty Assistant Account Manager

EPIC Insurance Brokers & Consultants; Duluth (GA); On-site; USD 45,000 - 55,000; Full time

Job summary

Join EPIC Insurance Brokers & Consultants as a Commercial Property & Casualty Assistant Account Manager. This entry-level role offers an opportunity in a fast-paced environment where you'll support insurance operations while developing valuable skills under the guidance of a mentor. You will engage in client interactions and service tasks, contributing to comprehensive account management to ensure client satisfaction.

Benefits

Generous Paid Time Off

Paid parental leave

Employee recognition programs

Professional growth & development

401(k) matching

Medical insurance

Employee Resource Groups

Unique benefits like Pet Insurance

Qualifications

• Enthusiasm and zest for learning.
• Strong verbal and written communication skills.
• Enjoy working with people.

Responsibilities

• Process applications, policies, and endorsements accurately.
• Maintain effective relations with clients and co-workers.
• Interact efficiently utilizing good communication skills.

Skills

Communication

Interpersonal Skills

Service Orientation

Job description

Commercial Property & Casualty Assistant Account Manager

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Commercial Property & Casualty Assistant Account Manager

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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 San Francisco 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

You will be involved in various activities including lunch and learns, external workshops relevant to communication, time management, business etiquette skills as well as insurance operations training. There are core duties listed below where a designated mentor will be assigned to further develop Assistant Account Manager’s knowledge of insurance, finance, sales and marketing.

LOCATION: This role is located at our Duluth office.

What You’ll Do

• Certificate Requests
• Follow up on Notices of Cancellation
• Auto ID Card Issuance
• Policy Change Requests
• Check Incoming Mailbox and Distribute Accordingly
• Online Rating for Small Business
• Follow up for Renewal Policy Issuance
• Renewal Proposals
• Binders
• Invoicing
• Process Audits
• Post Documents to EPIC Portal
• Update Sagitta
• Obtain Loss Runs
• Policy Checklists
• Run Marshall & Swift Replacement Cost Valuation Reports
• Obtain Premium Finance Quotes
• Run MVRs
• Paperless Filing
• Obtain Loss Runs
• Create Loss Summary Synopsis
• Prepare Acord Applications
  
  

Service

• Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client accounts in a timely and accurate manner
• Responsible for timely, accurate invoicing and monthly expirations
• Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
• Other duties may be assigned
  
  

Personal And Organizational Responsibilities

• Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
• Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts
• Maintain up-to-date proposals, insurance summaries, workflow logs, manuals or other required documentation and records
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
• Other duties may be assigned
  
  

What You’ll Bring

You will find EPIC to be a fast-paced and fun environment & a workplace in which you truly can make a difference. To perform this job successfully as an Assistant Account Manager, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Enthusiasm and zest for your learning experience
• Strong verbal and written communication skills
• Interpersonal Skills – enjoy working with people
• Service Oriented
• Willingness to learn and take direction from others
  
  

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
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Management

• Industries

  Insurance

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