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Associate Account Manager

Epic Insurance Brokers and Consultants


Title: Associate Account Manager

Location: Fair Lawn, NJ, Mt. Laurel, NJ, Melville, NY or remote in Northeast may apply. 

Position Overview:  Assist Senior Account Managers on a daily basis on renewal activities, proposals, endorsements and other duties as requested, to work closely with our Senior Account Managers in Large Commercial to support our largest commercial clients.

Critical Job Functions:

  • Complete and format renewal proposals, inputting quotes, calculating rate and exposure changes
  • Create ACORD applications with updated exposures and formalize submissions
  • Complete full wrap up of renewals including, binding instructions to underwriters, invoice renewals, complete Excess & Surplus Lines forms and set follow ups for receipt of the renewal policies.
  • Create pre-renewal documents for clients and producers on upcoming renewal which include blank applications, copies of previously submitted applications, loss runs, Schedule of Insurance and Premium and Loss Summary.
  • Create detailed loss run and premium summary comparisons
  • Create standardized templates to facilitate coverage reviews
  • Prepare detailed Schedules of Insurance, review and compare against current policies for accuracy.
  • Prepare WC Experience Modification calculations and reviews
  • High level accounting and finance reviews including multi-client and multi-producer billing, account reconciliation and special invoicing
  • Support account managers in policy checking process, including full policy checking process and/or work with Patra on policy checking
  • Perform other related support duties as requested.
  • Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
  • Contribute to a team effort by accomplishing related results as needed.

Skills & Qualifications:

  • Two to three years prior Commercial insurance experience.
  • Ability to manage multiple priorities and instructions from multiple Account Managers.
  • Excellent phone and interpersonal skills.
  • Strong oral and written communication skills.
  • Strong negotiation skills.
  • Excellent problem solving ability using creative, logical and analytical approaches.
  • Ability to work independently as well as in a team environment.


  • Bachelor’s Degree, Preferred
  • Broker’s License is required


  • Proficient in Microsoft Office, especially Excel, and relevant company proprietary databases


  • Occasional travel as required for mandatory meetings, educational classes and client meeting


  • 15th Largest Broker in US
  • Voted ” Best Place to Work” in the Insurance Industry
  • Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. An Equal Opportunity/Affirmative Action Employer.


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Associate Account Manager

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Epic Insurance Brokers and Consultants


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