Hybrid Insurance Tech & Operations Assistant

EPIC Insurance Brokers & Consultants; New York (NY); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Paid time off

Bonuses

401(k) matching

Medical/dental/vision insurance

Employee referral bonus

Job summary

EPIC Insurance Brokers & Consultants is hiring an Insurance Technical Assistant for the Financial Services Team in New York City, hybrid (in-office 3 days/week).

The role requires attention to detail, strong customer service, and the ability to multitask across service, billing, and surplus lines activities. Proficiency in MS Office and an active P&C license (or commitment to obtain) are expected.

Qualifications

• Bachelor’s degree required; field unspecified.
• 1+ year Insurance brokerage experience preferred.
• Proficient in MS Office suite.
• Property & Casualty Insurance License (or willing to obtain one)

Responsibilities

• Service all aspects of the placement process using the firm’s agency management system.
• Input submissions into Sagitta and other systems.
• Send renewal solicitations 120 days in advance with applications.
• Follow up on renewal submissions, subjectivities, and policies.
• Generate Certificates of Insurance on request.
• File using Image Right per company standards; maintain records.
• Familiar with carrier quote letters and binders; respond to inquiries.

Education

Bachelor’s degree

Tools

MS Office

Job description

EPIC Insurance Brokers & Consultants is hiring an Insurance Technical Assistant for the Financial Services Team in New York City, hybrid (in-office 3 days/week).

The role requires attention to detail, strong customer service, and the ability to multitask across service, billing, and surplus lines activities. Proficiency in MS Office and an active P&C license (or commitment to obtain) are expected.