Assistant Account Manager- P&C

LOCATION: Carmel, Indiana, or Terre Haute, Indiana — hybrid 3 days a week

About the role

Respond to client inquiries promptly; maintain documentation in the agency management system. Issue certificates of insurance and auto ID cards within standard turnaround times. Manage certificate renewal process and ensure accurate issuance throughout policy term. Process notices of cancellation immediately upon receipt; update systems and notify Client Manager. Maintain suspense items and follow up on outstanding tasks.

Responsibilities

• Renewals:
  • Launch renewal workflow 150 days out.
  • Prepare renewal checklists; update tasks and maintain progress.
  • Obtain loss runs and experience modification worksheets.
  • Assist with proposal preparation and transition to Client Manager for review.
  • Support remarketing and rewrite preparation activities, ensuring all required data and documents are gathered and organized.
  • Confirm renewal deliverables (loss runs, certificate lists) meet quality expectations and are ready for next-step review.
  • Manage the certificates of insurance, auto ID cards, and posting notices renewal process with clients to ensure timely and accurate issuance/distribution.
• Endorsements:
  • Request endorsements from carriers or process online when possible.
  • Update exposure workbooks and Sagitta with changes.
  • Send Auto ID cards and certificates as needed.
  • Verify accuracy of endorsements upon receipt; invoice and transmit to client.
• Policy Maintenance:
  • Collect policies and perform first review; notify Client Manager for second review.
  • File policies, endorsements, and correspondence in ImageRight.
• General Responsibilities:
  • Prepare materials for presentations and meetings, as requested.
  • Coordinate and attend carrier marketing meetings as needed.
  • Stay informed on internal policy and procedural changes, including changes in systems and technologies.

Requirements

• 1+ years of experience in the insurance carrier or brokerage industry preferred
• Strong verbal and written communication skills
• Service-oriented with excellent interpersonal skills
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office and prior experience with any agency systems (Sagitta, ImageRight, CSR24)
• Self-motivated, detail-oriented, and able to work independently
• High school diploma or G.E.D. equivalent required; bachelor's degree preferred

Licenses

• Must obtain Property & Casualty license within 90 days

Compensation

Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

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: 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
• EPIC Gives Back – charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation