--- title: 'Assistant Account Manager- P&C at EPIC Brokers' canonical: 'https://feeny.ai/job/assistant-account-manager-p-c-epic-brokers-carmel-4nezgm280arw' type: 'job' last_seen: '2026-09-05' --- # Assistant Account Manager- P&C at EPIC Brokers - **Company:** EPIC Brokers - **Location:** Carmel, IN / Terre Haute, IN - **Posted:** 2026-08-28 - **Last confirmed live:** 2026-09-05 - **Apply:** https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8760820002 ## Job description 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 4,000 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! LOCATION: Carmel, Indiana, or Terre Haute, Indiana- hybrid 3 days a week ## WHAT YOU'LL DO: - 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. 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. ## WHAT YOU’LL BRING: - 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. - Certificates, Licenses, Registrations - 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. ## WHY EPIC: EPIC has over 60 offices and 4,000 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 ## About EPIC Brokers ## Company Overview - **One-liner**: EPIC Insurance Brokers & Consultants is a unique and innovative retail risk management, employee benefits, and specialty program insurance brokerage and consulting firm. - **Entity Type**: Private - **Headquarters**: New York, NY, United States (1140 Avenue of the Americas 8th Floor) - **Founded**: 2007 - **Founders**: Not publicly available ## Core Business - Primary industry/industries: Insurance brokerage and consulting (Risk Management, Employee Benefits, Property & Casualty, Specialty Programs, Private Client Services) - Target customers: B2B (enterprises, SMBs, high net-worth individuals); emphasis on accounts with >100 employees for employee benefits - Mission or purpose statement: To put the needs of others ahead of your own, work hard together, respect and embrace diversity and community, and enjoy the process – with no limit to what they can collectively achieve. ## Products & Services - **Risk Management**: Decoding and disarming risks most likely to affect a business by leveraging expertise, analysis, and insights. - **Employee Benefits**: Consulting, brokerage, and advisory services with a specific emphasis on accounts with >100 employees. - **Commercial Property & Casualty**: Insurance solutions for businesses across a wide range of industries. - **Private Client Services**: Personal risk management consulting and insurance portfolio development for high net-worth individuals. - **Specialty Program Insurance**: Unique specialty program insurance solutions. ## Market Standing - **Valuation/Market Cap**: Not disclosed (Private company) - **Key Metric**: Over $1B in run-rate revenue; 3,000+ team members; 100K+ clients and growing - **Notable Investors/Partners**: Not publicly available (Private company) - **Growth Signals**: Ranked #17 among the Top 100 largest U.S. brokers (per Business Insurance); fastest-growing firm in the insurance industry; nationwide presence with offices across the country; has aligned with the DOD SkillBridge Program for military service members. ## Competitive Advantages - **Unique Culture ("EPICness")**: Strong emphasis on a "people first" culture with shared values: Owner Mindset, Inspire Trust, Think Big, Drive Results. - **Scale & Growth**: Over $1B in revenue and 3,000+ employees, indicating significant market presence and stability. - **Industry Expertise**: Depth of expertise across key lines of insurance with local market knowledge and nationwide support. - **Community Focus**: Commitment to giving back to the communities where employees live and work. ## Strategic Focus - **Growth & Expansion**: Continuing rapid growth across the country while maintaining service excellence and a "people first" culture. - **Innovation**: Embracing innovation in the community and anticipating future client needs. - **Talent Acquisition**: Actively seeking people who have "the right stuff" – capable, committed individuals who share common beliefs and values. - **Diversity & Inclusion**: Fostering a work community where every colleague feels welcomed, valued, respected, and heard. ## Why Work Here - **Culture**: Strong emphasis on "EPICness" – a culture built on shared values of ownership, trust, big thinking, and driving results. The company is recognized as one of the fastest-growing best places to work in the insurance industry. - **Remote/Hybrid/Office Policy**: Mixed; many roles are location-specific (e.g., New York, Atlanta, Dallas, San Ramon, etc.), but some positions (e.g., Direct Bill Accounting, Pharmacy Benefit Consultant, etc.) are listed as "Remote US Based." - **Notable Perks**: - Full-suite of employee benefits: medical, dental, vision, and pharmacy plans. - Access to Wellness programs that support healthy lifestyles. - Life and disability insurance, cancer services, and commuter benefits. - Commitment to helping employees lead their best lives. - **Engineering/IT Culture**: Roles exist in Information Technology, Data & Analytics, and Business Applications, suggesting a focus on modernizing internal systems and leveraging data. - **Diversity & Inclusion**: Explicit commitment to diversity, equity, and inclusion; believes diversity drives innovation. - **Community Impact**: Strong emphasis on giving back to the communities where employees live and work. ## Sources 1. [epicbrokers.com](https://www.epicbrokers.com/) 2. [epicbrokers.com](https://www.epicbrokers.com/about/) 3. [epicbrokers.com](https://www.epicbrokers.com/about/epic-careers/) 4. [epicbrokers.com](https://www.epicbrokers.com/about/our-values/) 5. 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