LOCATION: New York, NY, 3 days a week (Tues, Wed, Thurs)
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 San Francisco 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:
Provide front line support for onboarding, data collection, renewals, certificates tracking, and Day-to-day member servicing for Real Estate clients Property and Casualty insurance programs.
WHAT YOU’LL DO:
A detailed list of job duties includes (but is not limited to):
- Analyze policy data
- Coordinate member onboarding tasks, data intake, and documentation.
- Support renewal preparation (schedules, exposure data, follow‑ups, trackers).
- Prepare meeting materials (monthly reviews, stewardship decks, action logs).
- Maintain service trackers, contact lists, and knowledge bases.
- Surface member issues promptly; follow through to resolution.
WHAT YOU’LL BRING:
- 1+ years, Commercial Insurance Agency experience preferred.
- Active P&C license or willingness to get one when hired
- Bachelor’s degree, Risk Management Preferred
- Sagitta and / or other Agency Management System and Image Right preferred.
Preferred Credentials and Experience:
- Bachelor’s degree required
- Proficient in Microsoft Office Suite (Excel, Outlook, Word, etc)
- Experience using an Agency Management System such as Sagitta.
- Highly organized, with a strong sense of urgency and the ability to manage multiple priorities in a dynamic environment.
- Self-starter with the ability to work independently and within a team.
- Excellent multitasking skills and attention to detail, with the ability to manage numerous follow-ups, meetings, and data points simultaneously
COMPENSATION:
The national average salary for this role is $70 000.00 - $75 000.00 in base pay and exclusive of any bonuses or benefits. 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:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
- 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
- We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
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) requires the following statement: 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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What We Do
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers
