Jobs · Business Development · Georgia

Assistant Account Manager (P&C)

EPIC Insurance Brokers & Consultants · Alpharetta, GA · 2 mo ago
On-siteBusiness DevelopmentFull-time

JOB OVERVIEW

As an Assistant Account Manager in Mid-South Specialties, you will be responsible for any operational aspects of an account as well as day-to-day activities. This position will require a positive and coachable attitude to be successful. Strong multi-tasking and prioritizing skills are required.

WHAT YOU’LL DO

  • Act as client advocate always.
  • Maintain a positive relationship and excellent communication with client and co-workers.
  • Respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client.
  • Certificate Requests
  • Follow up on Notices of Cancellation
  • Auto ID Card Issuance
  • Policy Change Requests
  • Check Mailbox Daily
  • Online Rating for Small Business
  • Follow up for Renewal Policy Issuance
  • Renewal Proposals
  • Binders
  • Invoicing
  • Process Audits
  • Post Documents to EPIC Portal
  • Update Sagitta
  • Obtain Loss Runs
  • Policy Checklists
  • Run M&S Reports
  • Obtain Premium Finance Quotes
  • Run MVRs
  • Paperless Filing
  • Obtain Loss Runs
  • Create Loss Summary Tracking
  • Prepare Acord Applications

WHAT YOU’LL BRING

  • High School / GED Education required/College Graduate Preferred
  • P&C Insurance License or related work experience preferred.
  • If not currently licensed, it must be obtained within 90 days of hire.
  • Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.

COMPENSATION

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC

  • Generous Paid Time off
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and 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
  • 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

EPIC

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants

View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b)

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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