Assistant Account Manager (P&C)

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" 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. #LI-SG1 #LI-Hybrid