Technical Assistant (insurance brokerage support)

EPIC Insurance Brokers & Consultants; New York (NY); On-site; USD 10,000 - 60,000; Full time

Job summary

Join a growing team at a leading insurance brokerage as a Technical Assistant. In this hybrid role, you will support the placement process, manage policies, and provide excellent customer service. The ideal candidate will have experience in the insurance industry and be adept in common software tools.

Benefits

Generous Paid Time Off

Generous Employee Referral Bonus Program

Unique Benefits (e.g., Pet Insurance)

401(k) Matching

Medical, Dental, and Vision Insurance

Qualifications

• 2-3 years of insurance industry experience preferred.
• Bachelor's Degree preferred.
• Proficient in MS suite of products.

Responsibilities

• Service all aspects of the placement process utilizing the agency management system.
• Generate certificates of Insurance upon request.
• Manage the issuance of policies and ensure documentation for surplus lines filings.

Skills

Customer Service

Attention to Detail

Team Player

Multi-tasking

Education

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

Adobe Acrobat

Job description

Technical Assistant (insurance brokerage support)

1140 Avenue of the Americas 8th Floor, New York, NY 10036

Location: Hybrid, New York, NY (Midtown)

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:

Insurance Assistant for the Brokerage group with excellent customer service. Successful Candidate should be a detail - oriented team player with the ability to multi-task.

Responsibilities and Duties:

Service of all aspects of the placement process utilizing the firm’s agency management system

• Imputing submissions into agency management system
• Send out renewal solicitations 90 days in advance with corresponding applications
• Following up for renewal submissions, subjectivities and policies
• Generate certificates of Insurance upon request
• Filing using our electronic filing system in accordance with company standards
• Demonstrate familiarity with quote letters and binders from various carriers
• Following up on all inquiries

Produce Quotes/Binders:

• Generate Quote letters and binders as needed in IMS (Insurance Management System)
• Update the Quote Input Sheets and IMS as needed
• Ability to use Microsoft Word, Excel and Adobe Acrobat as well as familiarity with quote letters and binders from various carriers
• Basic billing responsibilities – invoicing through IMS – Fees, Audits
• Capturing data for benchmarking
• Handling return premiums, extensions, corrections, cancellations, AP and RPs
• Interface with accounting for premium and revenue payments.
• Manage the issuance of policies
• Following up on any outstanding subjectivities needed to issue the policy
• Correspond with underwriters on to-be manuscripted endorsements

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

Qualifications:

• 2-3 years of insurance industry experience preferable
• Bachelor's Degree preferred
• Proficient in MS suite of products

CHOOSE ONE & DELETE THE OTHER:

COMPENSATION:

The national averagehourly rate for this role is $28.85 - $33.66in base pay and exclusive of any bonuses or benefits. 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
• 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”

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.

Interested in building your career at EPIC Brokers? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

First Name *

Last Name *

Email *

Phone *

Location (City) *

Resume/CV *

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

LinkedIn Profile

Are you 18 years old or older? * Select...

Do you now or in the future require sponsorship to legally work in the United States? * Select...

SMS Consent: Do you agree to receive mobile (text) messages from us in relation to this job application? Y/N(NOTE: Message frequency varies. Message and data rates may apply. If you respond “Yes” to this question and receive a mobile message from us, you can opt-out at any time by replying “STOP”, or you can reply “HELP” for assistance. View our Privacy & SMS Policy at https://www.epicbrokers.com/edgewood-privacy/ ) * Select...

This question is to opt-in or opt-out of SMS / Text messaging.

How did you hear about this job opportunity? * Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in EPIC Brokers’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305

Page 1 of 1

OMB Control Number 1250-0005

Expires 04/30/2026

Voluntary Self-Identification of Disability

Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026
Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

• Alcohol or other substance use disorder (not currently using drugs illegally)
• Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
• Blind or low vision
• Cancer (past or present)
• Cardiovascular or heart disease
• Celiac disease
• Cerebral palsy
• Deaf or serious difficulty hearing
• Diabetes
• Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
• Epilepsy or other seizure disorder
• Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
• Intellectual or developmental disability
• Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
• Missing limbs or partially missing limbs
• Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
• Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
• Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
• Partial or complete paralysis (any cause)
• Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
• Short stature (dwarfism)
• Traumatic brain injury

Disability Status Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.