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 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!

The Associate Account Manager (AAM) supports the servicing, retention, and growth of Property & Casualty client accounts. This role partners closely with Account Managers, Producers, and internal teams to deliver timely, accurate, and high‐quality client service. The AAM is responsible for policy processing, renewals, documentation, and day‐to‐day account support while developing technical insurance knowledge and operational expertise.

WHAT YOU’LL DO:

Account Service & Processing

Process certificates of insurance, auto ID cards, binders, endorsements, audits, and policy change requests

Follow up on notices of cancellation and renewal policy issuance

Process applications, policies, endorsements, incoming mail, and related servicing documents accurately and on time

Post documents to the agency management system and client portals

Maintain policy checklists, workflow logs, and insurance summaries

Renewals & Marketing Support

Assist with renewal preparation, proposals, and follow‐ups

Order and compile loss runs; create loss summary tracking

Run motor vehicle reports (MVRs) and small business online ratings

Obtain premium finance quotes as needed

Financial & Administrative Responsibilities

Prepare and process invoicing and monthly expirations

Support audits and billing accuracy

Run required management and status reports

Systems & Documentation

Update agency management systems (e.g., EPIC, Sagitta) with accurate documentation

Perform paperless filing and ensure complete, organized electronic records

Meet quality and timeliness standards for all system entries

Collaboration & Professional Responsibility

Communicate effectively with clients, carriers, wholesalers, vendors, and internal partners

Maintain a service‐oriented mindset while supporting team priorities

Participate in training, workshops, and mentorship opportunities to build insurance knowledge

Stay informed on industry trends, products, and regulatory changes

Perform other duties as assigned

Personal and Organizational Responsibilities

Set priorities and manage workflow to ensure efficiency and accuracy

Maintain professional, courteous relationships with all business contacts

Demonstrate teamwork, initiative, tact, and diplomacy

Handle confidential information with discretion

LOCATION: Duluth, GA, Hybrid 3 days a week in the office is required.

WHAT YOU’LL BRING

College degree preferred
Ability to obtain state Property & Casualty insurance license within required timeframe (typically 90 days)
Prior insurance, administrative, or customer service experience preferred

Strong verbal and written communication skills
Service‐oriented with strong interpersonal abilities
Ability to multitask and work effectively in a fast‐paced environment
Proficiency in Microsoft Office (Word, Excel, Outlook, etc.)
Strong attention to detail and organizational skills

Technical & Reasoning Skills

Ability to read and interpret policies, procedures, and business documentation
Basic math skills including percentages, commissions, and calculations
Ability to solve practical problems and follow written and verbal instructions

COMPENSATION: 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

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.

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