Account Manager, P&C Lines Insurance (Tech and Life Sciences Div)

EPIC Brokers

12d•$75,000 - $90,000•Remote

About The Position

We are seeking a highly motivated and detail-oriented Property & Casualty Client Account Manager to join our Life Science & Technology insurance brokerage practice. This role will be responsible for delivering exceptional day-to-day service to a portfolio of middle market clients in the life sciences and technology sectors. The ideal candidate brings strong technical P&C expertise, a client-first mindset, and the ability to operate in a fast-paced, entrepreneurial environment. This individual will partner closely with producers and internal service team members to ensure seamless account management, retention, and growth.

Requirements

5+ years of experience in Property & Casualty insurance brokerage or agency account management
Experience servicing middle market accounts, ideally within life sciences and/or technology sectors
Strong understanding of key coverages including: General Liability, Property, Cyber Liability, Professional / E&O, D&O / EPLI / Fiduciary, Umbrella / Excess
Active Property & Casualty license required
Strong client service orientation and communication skills
Excellent organizational and time management abilities
High attention to detail and accuracy
Ability to manage multiple accounts and deadlines simultaneously
Proficiency in agency management systems and Microsoft Office tools
Self-starter with the ability to work independently in a remote or hybrid setting

Nice To Haves

Experience in a boutique or entrepreneurial brokerage environment
Exposure to venture-backed or high-growth companies
Familiarity with complex or emerging risks (e.g., clinical trials, IP risk, cyber exposure)
Bachelor's degree preferred

Responsibilities

Serve as the primary service contact for assigned client accounts
Build and maintain strong client relationships through proactive communication and responsiveness
Coordinate and deliver day-to-day service needs, including policy inquiries, endorsements, certificates, and coverage questions
Assist clients with risk management strategies tailored to life sciences and technology exposures
Lead the renewal process in collaboration with producers, including marketing, submission preparation, and carrier negotiations
Review policies for accuracy, coverage adequacy, and compliance with client needs
Prepare renewal proposals and client presentations
Identify coverage gaps and recommend appropriate solutions
Maintain strong relationships with insurance carriers and underwriting partners
Negotiate coverage terms, pricing, and program structures on behalf of clients
Stay informed of market conditions, emerging risks, and carrier appetite
Manage policy documentation, certificates, and endorsements with attention to accuracy and timeliness
Ensure data integrity within agency management systems
Support internal reporting, compliance, and workflow processes
Collaborate with producers and other team members to drive efficiency and best practices
Work closely with producers (4) and account management team (5+) to support client retention and growth
Contribute to a collaborative, team-oriented culture within a boutique environment
Mentor junior staff as needed

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
Paid parental leave
Pregnancy disability and bonding leave
Organ donor/bone marrow donor leave
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
Mentorship Program
Tuition Reimbursement Program
Leadership Development
Pet Insurance
Identity Theft & Fraud Protection Coverage
Legal Planning
Family Planning
Menopause & Midlife Support
401(k) matching
Medical insurance
Dental insurance
Vision insurance
Wellness & employee assistance programs