Assistant 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!

LOCATION: Alpharetta, Georgia-Hybrid 3 days a week in the office required. 

JOB OVERVIEW: 
Position Overview: As an Assistant Account Manager in Mid South Specialties, you will be responsible for any operational aspects of an account as well as day-to-day activities. This position will require a positive and coachable attitude to be successful. Strong multi-tasking and prioritizing skills are required.

WHAT YOU’LL DO :
• Act as client advocate always. 
• Maintain a positive relationship and excellent communication with client and co-workers. 
• Respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client. 
• Certificate Requests 
• Follow up on Notices of Cancellation 
• Auto ID Card Issuance 
• Policy Change Requests 
• Check Mailbox Daily 
• Online Rating for Small Business 
• Follow up for Renewal Policy Issuance 
• Renewal Proposals 
• Binders 
• Invoicing 
• Process Audits 
• Post Documents to EPIC Portal 
• Update Sagitta 
• Obtain Loss Runs 
• Policy Checklists 
• Run M&S Reports 
• Obtain Premium Finance Quotes 
• Run MVRs 
• Paperless Filing 
• Obtain Loss Runs 
• Create Loss Summary Tracking 
• Prepare Acord Applications 
• Become a student of the business. Seek insurance knowledge through training and education.

WHAT YOULL BRING :

• Possess excellent written, verbal, listening and organizational skills.
• Strong Language, Mathematical, Analytical and Reasoning ability.
• Must be able to work within a team environment.
• Demonstrate a sense of urgency when responding to an inquiry.
• Must possess the ability to multi-task and prioritize multiple projects.
• Must possess attention to detail while meeting deadlines.
• Must be punctual and reliable.
• Attend internal and external training classes and seminars.
• Must be able to keep information confidential.
• High School / GED Education required/College Graduate Preferred 
• P&C Insurance License or related work experience preferred. 
• If not currently licensed, it must be obtained within 90 days of hire. 
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
• High School / GED Education required/College Graduate Preferred
• P&C Insurance License or related work experience preferred.
• If not currently licensed, it must be obtained within 90 days of hire.
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.

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:  . 

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: . 

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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