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 b…
Consultant - National Employer Consulting - Employee Benefits
Atlanta, Georgia, United States · Hybrid
Senior
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 b…
Skills: Vendor Management, Benefit Program Strategy, Cost Containment, RFP Management, Data Analysis
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 b…
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 b…
LOCATION: Hybrid to Melville, NY, Bridgehampton, NY, Jersey City, NJ and Summit, NJ Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the i…
Skills: Oral Communication, Written Communication, Problem-Solving, Time Management, Organizational Skills
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 b…
Skills: Property Pricing, Actuarial Modeling, CAT Modeling, Data Cleaning, Python
LOCATION: Hybrid to Melville, NY, Bridgehampton, NY, Jersey City, NJ and Summit, NJ Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the i…
Skills: Oral Communication, Written Communication, Problem-Solving, Time Management, Organizational Skills
Come join our team! This role sits in Galway Family OfficeTM, a division of Galway Holdings, the parent company of EPIC Insurance Brokers & Consultants. Galway Family Office empowers professional athletes and entertainer…
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 b…
Senior Client Manager- Construction Commercial Insurance
Las Vegas, Nevada, United States · Hybrid
$90k–$115k/yr
Senior
SENIOR CLIENT MANAGER- CONSTRUCTION COMMERCIAL LINES OF INSURANCE LOCATION: The role can be remote for candidates located in Arizona, Portland or Las Vegas. SUMMARY: The Senior Client Manager within our Construction prac…
Skills: Commercial Property and Casualty Insurance, Construction Insurance, Client Relationship Management, Insurance Renewal Process, Policy Checking
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 b…
Vice President, Business Development-Health Plan Pharmacy Market
United States · Remote Solely
$180k–$210k/yr
Senior+
WORK LOCATION: Remote JOB OVERVIEW: This role comes at a pivotal moment for the organization. The pharmacy and broader healthcare market are highly dynamic, shaped by ongoing cost pressure, regulatory change, evolving be…
LOCATION: Hybrid to Melville, NY, Bridgehampton, NY, Jersey City, NJ and Summit, NJ Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the i…
Skills: Oral Communication, Written Communication, Problem-Solving, Time Management, Organizational Skills
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 b…
Skills: Tax Compliance, Tax Accounting, Corporate Income Tax, Partnership Taxation, State and Local Tax
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 b…
Skills: Client Relationship Management, Professional Liability Insurance, Policy Renewals, New Business Processing, Customer Satisfaction
Client Executive- Commercial Insurance Real Estate
Los Angeles, California, United States · Hybrid
$130k–$140k/yr
Senior
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 b…
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 b…
Skills: Business Development, Sales Support, CRM Management, Market Research, Proposal Development
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 b…
Skills: Client Advocacy, Multi-tasking, Prioritization, Communication, Attention To Detail
For over 20 years PSG (an EPIC company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies,…
Skills: Pharmacy Benefit Management, Managed Care, Business Strategy, Client Relationship Management, Financial Analysis
LOCATION: Hybrid to Melville, NY, Bridgehampton, NY, Jersey City, NJ and Summit, NJ Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the i…
Skills: Oral Communication, Written Communication, Problem-Solving, Time Management, Organizational Skills
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Full-time
Paid time off, Paid parental leave, Pregnancy disability and bonding leave, Organ donor and bone marrow donor leave, Employee referral bonus, Tuition reimbursement
Posted 5h ago
~40 hrs/week
Responsibilities
The Assistant Account Manager provides administrative and operational support to the account management team, including processing certificates, policy changes, and renewal proposals. They also maintain accurate client records in the agency management system and foster positive relationships with clients and carriers.
Requirements
The ideal candidate possesses strong verbal and written communication skills, excellent organizational abilities, and a service-oriented mindset. They should be capable of managing multiple tasks in a fast-paced environment while demonstrating a commitment to professional growth.
Full job description
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 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!
LOCATION: Duluth GA. Hybrid 3 days a week in office required.
JOB OVERVIEW:
The Assistant Account Manager provides administrative, operational, and client service support to the account management team while developing a strong foundation in commercial insurance operations, finance, sales, and client relationship management. This role is ideal for an individual who is eager to learn, highly organized, service-oriented, and committed to delivering exceptional support to both internal teams and external clients. The Assistant Account Manager works closely with Account Managers and designated mentors to ensure client accounts are serviced accurately and efficiently, in accordance with agency standards.
WHAT YOU’LL DO:
Client Service & Account Support
Process certificates of insurance, binders, policy changes, endorsements, audits, and other account servicing requests.
Issue Auto ID cards and respond to routine client service needs.
Follow up on policy cancellations, renewals, and issuance activities.
Prepare renewal proposals and insurance applications.
Obtain and analyze loss runs and prepare loss summaries.
Support invoicing activities and premium finance quote requests.
Assist with online rating for small business insurance accounts.
Process incoming mail and distribute items appropriate.
Administrative & Operational Support
Maintain accurate records within the Agency Management System (Sagitta).
Upload and organize client documentation within the EPIC Portal.
Complete policy checklists and support paperless filing initiatives.
Run Motor Vehicle Reports (MVRs) and replacement cost valuation reports.
Ensure all account-related documentation is processed accurately and timely.
Meet quality, compliance, and timeliness standards for all assigned work.
Relationship Management
Develop and maintain positive working relationships with clients, carriers, wholesalers, vendors, and internal team members.
Communicate professionally and effectively with stakeholders to support client service objectives.
Collaborate across teams to achieve business goals and deliver exceptional customer experiences.
Professional Development
Participate in training programs, workshops, and learning opportunities related to insurance operations, communication, business etiquette, and time management.
Continuously expand knowledge of insurance products, industry trends, regulations, and technology.
Learn best practices in account management, sales support, and client retention under the guidance of experienced mentors.
WHAT YOU’LL BRING:
Strong verbal and written communication skills.
Excellent interpersonal and customer service skills.
Ability to prioritize tasks and manage multiple responsibilities effectively.
Strong attention to detail and organizational skills.
Service-oriented mindset with a willingness to learn and accept direction.
Positive attitude, enthusiasm, and commitment to professional growth.
Ability to work effectively in a fast-paced, team-oriented environment
COMPENSATION:
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
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
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”
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.
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.
#LI-SG1
#LI-Hybrid
Related keywords
Commercial linesInsurance brokerageSagittaAgency management systemCertificates of insurancePolicy renewalsLoss runsPremium financeMotor vehicle reportsClient retentionInsurance operationsBusiness etiquetteProperty and casualtyAccount managementSales support
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
Offices: 1140 Avenue of the Americas, 8th Floor, New York, NY 10036, US
Risk Management ServicesEmployee and Executive Benefits ConsultingProperty & Casualty Insurance BrokeringPrivate Client Services and Individual Risk ManagementClaims Management and Advocacyand Risk Control and Safety Program ConsultingConsultingRetailInsuranceProperty Insurance
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
Offices: 1140 Avenue of the Americas, 8th Floor, New York, NY 10036, US
Risk Management ServicesEmployee and Executive Benefits ConsultingProperty & Casualty Insurance BrokeringPrivate Client Services and Individual Risk ManagementClaims Management and Advocacyand Risk Control and Safety Program ConsultingConsultingRetailInsuranceProperty Insurance