Account Manager, Commercial Lines

Location:

Hybrid, New York, NY (Midtown), 3 days a week in office (2 days home).

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.

Responsibilities

Support Account Executives as needed

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.

Requirements

2+ 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.

KSAs (Knowledge, Skills, Abilities)

Microsoft Office programs

Ability to work effectively and efficiently in a team environment as well as independently

Project a professional image in action and appearance

Must have high level of interpersonal skills to handle sensitive and confidential situations.

Excellent written/verbal communication skills

High level of accountability and flexibility

Ability to work in a fast past environment

Compensation
The national average salary for this role is $80,000.00 - $100,000.00 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 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth.

Generous Paid Time off

Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly
on-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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