Senior Account Manager

Posted Yesterday
Be an Early Applicant
30096, Duluth, GA, USA
Hybrid
Senior level
Insurance
The Role
Manage complex commercial insurance programs and advise clients on risk, coverage gaps, renewals, carrier negotiations, compliance, and post-close insurance strategies. Coordinate with clients, producers, underwriters, legal counsel, and transaction advisors to deliver integrated solutions. Serve as the primary client contact while managing policy changes, endorsements, coverage restructuring, and ongoing risk management initiatives.
Summary Generated by Built In

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!


WHAT YOU’LL DO:

  • Analyze insurance programs to identify risks, coverage deficiencies, contingent liabilities, and transaction-related exposures
  • Implement post-close insurance strategies, including entity additions/removals, coverage restructuring, policy endorsements, and tail/run-off coverage placement
  • Serve as a trusted advisor on complex commercial insurance programs, renewal strategy, carrier negotiations, and ongoing risk management initiatives
  • Collaborate with clients, producers, underwriters, legal counsel, and transaction advisors to deliver integrated risk and insurance solutions aligned with transaction objectives
  • Serve as the primary point of contact for clients, delivering expert guidance on risk management, coverage structure, and compliance requirements

WHAT YOU’LL BRING:

  •  Bachelor’s degree with a minimum of 5+ years of client service, or High School degree with a minimum of 7 years of client service
  • Team-oriented self-starter, with the ability to organize, prioritize, monitor, control workflow deadlines, and be flexible
  • Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
  • Adaptability and resilience in managing shifting priorities
  • A collaborative mindset to work with teams across EPIC
  • Insurance technical skills; ability to apply knowledge of coverage forms in analysis, identification of coverage gaps, and ongoing coverage consultation
  • Receptive to feedback; critical thinking and problem-solving skills; high adaptability
  • Ability to work well under pressure with attention to details
  • Strong verbal and written communication skills and analytical abilities
  • Property and Casualty Insurance License
  • Insurance Designation(s) preferred
  • Proficiency in Microsoft Office
  • Experience with agency management systems such as Sagitta, ImageRight, etc

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. 


#LI-SG1

#LI-Hybrid

Skills Required

  • Bachelor's degree and at least 5 years of client service experience
  • High school diploma and at least 7 years of client service experience
  • Insurance technical skills, including coverage analysis and identification of coverage gaps
  • Property and Casualty Insurance License
  • Strong verbal and written communication skills
  • Analytical, critical-thinking, and problem-solving skills
  • Ability to organize, prioritize, and manage multiple competing tasks and deadlines
  • Ability to work collaboratively in a fast-paced environment
  • Proficiency in Microsoft Office
  • Experience with agency management systems such as Sagitta or ImageRight
  • Insurance designation(s)

EPIC Insurance Brokers & Consultants Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EPIC Insurance Brokers & Consultants and has not been reviewed or approved by EPIC Insurance Brokers & Consultants.

  • Flexible Benefits — A full-suite includes medical, dental, vision, pharmacy, wellness/EAP, HSA/FSA, dependent care, commuter benefits, employee discounts, and a remote work program, allowing coverage to align with individual needs. Plan categories and add-ons provide choice across different circumstances and markets.
  • Healthcare Strength — Medical, dental, vision, pharmacy, wellness programs, life and disability insurance, and cancer services create a comprehensive health offering. Carrier and plan options are characterized as strong in several offices.
  • Leave & Time Off Breadth — Managed/unlimited PTO with paid holidays and sick time expands time‑off options and flexibility. These policies are positioned as a notable part of the overall package.

EPIC Insurance Brokers & Consultants Insights

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The Company
HQ: San Francisco, California
2,616 Employees
Year Founded: 2007

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

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