Account Manager

Account Manager

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!

Account Managers provide high-quality service to our Clients and Account Executives. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, the Account Manager will support Senior Account Executives in the administration of policies, coordination of billing / payment, processing applications and other administrative duties and projects as assigned. Location : HYBRID - This role must be in our New York, NY office three days a week.

A detailed list of job duties includes (but is not limited to) : Manage the activity for assigned accounts Manage the schedule of values for each assigned client Create schedules of insurance and proposals Administer quarterly reporting and invoicing for locations added or removed from the schedule of values Process endorsements and invoicing Tracking client account balances and collaborate with the accounting department to ensure prompt payment is executed Set up new and renewal policies Handle day-to-day account transactions including additions, deletions of vehicles, acquisitions Generate and update schedules of insurance, create Acord certificates, Auto ID Cards, Loss Run reports and similar documents as needed Support administration of program adjustments including dividend and audit adjustments Contact clients and underwriters to obtain information about policy changes, renewals and endorsements Maintain a high level of detail orientation Demonstrate excellent organization and time management skills Collaborate effectively with team members and show eagerness to learn and grow

Minimum 2 years of insurance brokerage or insurance carrier experience. Strong computer skills including MS office suite, Excel and PowerPoint College degree in Insurance or related field preferred but not required P&C Brokers License preferred The national average salary for this role is $60,000 - $90,000 in 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. 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 Professional growth & development : Mentorship Program, Tuition Reimbursement Program, Leadership Development 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"