Insurance Technical 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

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 New York City and founded in 2007, our company has over 4,000 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

The Insurance Technical Assistant for the Financial Services Team should be a detail-oriented team player with the ability to multitask and have excellent customer service skills.

LOCATION

HYBRID - New York City (3 days per week in office)

WHAT YOU’LL DO

A detailed list of job duties includes (but is not limited to):

RESPONSIBILITIES AND DUTIES

• Service of all aspects of the placement process utilizing the firm’s agency management system
• Imputing submissions into Sagitta, agency management system
• Send out renewal solicitations 120 days in advance with corresponding applications
• Following up on renewal submissions, subjectivities and policies
• Generate certificates of Insurance upon request
• Filing using Image Right, our electronic filing system in accordance with company standards
• Demonstrate familiarity with quote letters and binders from various carriers
• Following up on all inquiries

BILLING

• Basic invoicing responsibilities – invoicing through Sagitta
• Capturing data for analytics and reporting
• Handling return premiums, extensions, corrections, cancellations, AP and RPs
• Interface with accounting for premium and revenue payments.

ISSUE POLICIES

• Manage the issuance of policies
• Following up on any outstanding subjectivities needed to issue the policy

MANAGE SURPLUS LINES FILING AND DOCUMENTATION

• Complete Surplus Lines Diligences per state and line of business
• Ensure all necessary documentation for surplus lines filings is sent out and filed

WHAT YOU’LL BRING

• Willing to hire a college graduate with a Risk Management Degree or needs 1 year plus Insurance brokerage experience
• Bachelor’s degree
• Proficient in MS suite of products
• Property & Casualty Insurance License (or willing to get one once hired).

COMPENSATION

The hourly pay range for this position is $31.25 – $36.06per hour and standard workweeks are 40 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC

EPIC has over 60 offices and 4,000 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
• Unique benefits such as Pet 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.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: 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.