Junior Account Executive- Captive Accounts, Insurance Broker Experience Required

EPIC Brokers

2d • Remote

About The Position

EPIC Insurance Brokers & Consultants is seeking a Junior Account Executive to support and service a portfolio of insurance and captive accounts. This role combines technical underwriting support with proactive client service and account coordination. The Junior Account Executive will partner closely with Account Executives, Directors, and Client Service teams to ensure high-quality delivery throughout the renewal and policy lifecycle. This position is ideal for an insurance professional with a strong foundation in underwriting concepts and client account management who is seeking continued growth within a collaborative, client-focused environment. The role operates in a fast-paced, collaborative environment where career growth and meaningful impact are encouraged.

Requirements

• Three (3) to five (5) years of experience in insurance account management, underwriting support, brokerage, or client services.
• Working knowledge of insurance coverage forms, underwriting principles, and renewal processes.
• Strong analytical, organizational, and problem-solving skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Excellent written, verbal, and interpersonal communication skills.
• High level of professionalism and commitment to client service excellence.
• Proficiency in Microsoft Excel, PowerPoint, Word, Salesforce, and other web-based systems.

Nice To Haves

• Bachelor’s degree or equivalent combination of education and insurance industry experience preferred.
• Insurance license or progress toward licensure preferred, but not required.

Responsibilities

• Support the day-to-day servicing, retention, and administration of assigned insurance and captive accounts.
• Serve as a primary contact for routine client requests, including certificates of insurance (COIs), endorsements, policy documentation, and account updates.
• Assist in the identification, analysis, and documentation of client insurance exposures and loss experience.
• Support underwriting and program structures by preparing quote specifications, coverage summaries, collateral analysis, and supporting data.
• Assist with renewal and new business cycles by maintaining timelines, preparing renewal planners, and coordinating deliverables.
• Prepare client-facing materials including proposals, reports, presentations, and meeting materials.
• Upon client acceptance, assist with binding coverage, issuing policy documents, invoicing, and monitoring payments to avoid cancellation.
• Review contracts and insurance requirements to identify coverage gaps, compliance concerns, and potential errors.
• Maintain accurate and up-to-date client information within Salesforce and internal systems.
• Coordinate account activity across internal departments, external service providers, carriers, and regulators as needed.
• Assist with preparation of corporate governance documentation, meeting minutes, and regulatory deliverables.
• Identify opportunities for operational improvement and recommend solutions to enhance service delivery.
• Perform other duties as assigned by management.

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, Cancer 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: Entry Level