Assistant Account Manager

EPIC Brokers•Duluth, GA

10d•Hybrid

About The Position

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! JOB OVERVIEW: 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.

Requirements

College degree preferred
Ability to obtain state Property & Casualty insurance license within required timeframe (typically 90 days)
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
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

Nice To Haves

Prior insurance, administrative, or customer service experience preferred

Responsibilities

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
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
Prepare and process invoicing and monthly expirations
Support audits and billing accuracy
Run required management and status reports
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
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
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

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
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