Dynamic Mid-Market Commercial Lines Account Manager

EPIC Insurance Brokers & Consultants; Melville (NY); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Referral bonus

Employee recognition programs

Pet Insurance

401(k) match

Medical/dental/vision

Job summary

EPIC Insurance Brokers & Consultants, headquartered in New York, seeks a Commercial Line Middle Market Account Manager to deliver high-quality service to Clients and Account Executives. You will support Senior Account Executives in policy administration, billing coordination, and applications, ensuring timely, accurate processing.

You will manage qu oting, renewals, endorsements, invoicing, and document management, while building strong client relationships and translating insurance terms into

Qualifications

• Minimum 3+ years of insurance brokerage industry.
• College degree preferred.
• NJ/NY P&C Brokers License preferred.
• Strong Microsoft Office skills.
• SAGITTA Agency Management System is preferred.

Responsibilities

• Manage quoting activity for assigned accounts.
• Create schedules of insurance and proposals.
• Track policy renewals and endorsements.
• Handle invoicing and billing coordination.
• Set up new and renewal policies in Vision.
• Maintain documents, policies and correspondence.
• Oversee day-to-day account transactions (vehicles, acquisitions).
• Generate and update schedules, ACORD certificates, Auto ID cards, Loss Run reports.
• Support program adjustments including dividends and audits.
• Communicate with clients and underwriters for policy changes and renewals.

Skills

Commercial lines

Client relationships

Organization

Problem solving

Ownership

Communication

Independence

Time management

Team collaboration

Explain insurance terms

Negotiation

Education

College degree

NY/P&C Brokers License

SAGITTA Agency Management System

Tools

Vision

SAGITTA

Job description

EPIC Insurance Brokers & Consultants, headquartered in New York, seeks a Commercial Line Middle Market Account Manager to deliver high-quality service to Clients and Account Executives. You will support Senior Account Executives in policy administration, billing coordination, and applications, ensuring timely, accurate processing.

You will manage qu oting, renewals, endorsements, invoicing, and document management, while building strong client relationships and translating insurance terms into