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. 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/.
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