Assistant Account Manager (P&C)

EPIC Brokers•Duluth, GA

5d•Hybrid

About The Position

The Assistant Account Manager provides administrative, operational, and client service support to the account management team while developing a strong foundation in commercial insurance operations, finance, sales, and client relationship management. This role is ideal for an individual who is eager to learn, highly organized, service-oriented, and committed to delivering exceptional support to both internal teams and external clients. The Assistant Account Manager works closely with Account Managers and designated mentors to ensure client accounts are serviced accurately and efficiently, in accordance with agency standards.

Requirements

Strong verbal and written communication skills.
Excellent interpersonal and customer service skills.
Ability to prioritize tasks and manage multiple responsibilities effectively.
Strong attention to detail and organizational skills.
Service-oriented mindset with a willingness to learn and accept direction.
Positive attitude, enthusiasm, and commitment to professional growth.
Ability to work effectively in a fast-paced, team-oriented environment.

Responsibilities

Process certificates of insurance, binders, policy changes, endorsements, audits, and other account servicing requests.
Issue Auto ID cards and respond to routine client service needs.
Follow up on policy cancellations, renewals, and issuance activities.
Prepare renewal proposals and insurance applications.
Obtain and analyze loss runs and prepare loss summaries.
Support invoicing activities and premium finance quote requests.
Assist with online rating for small business insurance accounts.
Process incoming mail and distribute items appropriate.
Maintain accurate records within the Agency Management System (Sagitta).
Upload and organize client documentation within the EPIC Portal.
Complete policy checklists and support paperless filing initiatives.
Run Motor Vehicle Reports (MVRs) and replacement cost valuation reports.
Ensure all account-related documentation is processed accurately and timely.
Meet quality, compliance, and timeliness standards for all assigned work.
Develop and maintain positive working relationships with clients, carriers, wholesalers, vendors, and internal team members.
Communicate professionally and effectively with stakeholders to support client service objectives.
Collaborate across teams to achieve business goals and deliver exceptional customer experiences.
Participate in training programs, workshops, and learning opportunities related to insurance operations, communication, business etiquette, and time management.
Continuously expand knowledge of insurance products, industry trends, regulations, and technology.
Learn best practices in account management, sales support, and client retention under the guidance of experienced mentors.

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
401(k) matching
medical insurance
dental insurance
vision insurance
wellness & employee assistance programs