Insurance Operations Assistant — Hybrid NYC

Epic-Insurance-Brokers-; New York (NY); Hybrid; USD 43,000 - 50,000; Full time

Benefits offered by this job

Paid time off: 22 days

Company holidays 12

401(k) matching

Medical, dental, vision

Bonuses

Job summary

EPIC Insurance Brokers & Consultants in New York, NY is seeking an Insurance Technical Assistant for our Financial Services Team to join as a detail-oriented, multitasking team player with strong customer service skills.

The Hybrid role requires 3 days in the New York City office, with duties including policy issuance, billing support in Sagitta, and Surplus Lines documentation, offering growth within a fast-growing national firm.

Qualifications

• Bachelor’s degree or higher required; risk management degree preferred.
• 1 year+ experience in insurance brokerage preferred.
• Proficiency in MS Office and related software tools.

Responsibilities

• Service of all placement process tasks using the firm’s agency management system.
• Enter submissions into Sagitta and manage renewals 120 days out.
• Generate and track certificates of Insurance; handle filings and document control.
• Issue policies and manage Surplus Lines filings per state requirements.
• Assist with billing, data capture for analytics, and coordinating with accounting.

Skills

Customer service

Detail oriented

Multitasking

Communication

Team player

Education

Bachelor’s degree

Risk Management degree

Tools

MS Office

Job description

EPIC Insurance Brokers & Consultants in New York, NY is seeking an Insurance Technical Assistant for our Financial Services Team to join as a detail-oriented, multitasking team player with strong customer service skills.

The Hybrid role requires 3 days in the New York City office, with duties including policy issuance, billing support in Sagitta, and Surplus Lines documentation, offering growth within a fast-growing national firm.