Account Manager, Commercial Lines

EPIC Brokers • New York, NY

12d • $80,000 - $100,000 • Hybrid

About The Position

Provide front line support for onboarding, data collection, renewals, certificates tracking, and Day-to-day member servicing for Real Estate clients Property and Casualty insurance programs.

Requirements

• 2+ years, Commercial Insurance Agency experience preferred.
• Active P&C license or willingness to get one when hired
• Bachelor’s degree, Risk Management Preferred
• Sagitta and / or other Agency Management System and Image Right preferred.
• Microsoft Office programs
• Ability to work effectively and efficiently in a team environment as well as independently
• Project a professional image in action and appearance
• Must have high level of interpersonal skills to handle sensitive and confidential situations.
• Excellent written/verbal communication skills
• High level of accountability and flexibility
• Ability to work in a fast past environment

Responsibilities

• Support Account Executives as needed
• Analyze policy data
• Coordinate member onboarding tasks, data intake, and documentation.
• Support renewal preparation (schedules, exposure data, follow‑ups, trackers).
• Prepare meeting materials (monthly reviews, stewardship decks, action logs).
• Maintain service trackers, contact lists, and knowledge bases.
• Surface member issues promptly; follow through to resolution.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level