Assistant Account Manager -Commercial Lines

Job Overview

Assistant Account Manager – Mid‑South Specialties. Responsible for operational aspects of accounts and day‑to‑day activities. Requires a positive, coachable attitude and strong multitasking and prioritization skills.

Duluth, Georgia. In‑office Monday–Friday position.

• Act as client advocate.
• Maintain positive relationships and excellent communication with clients and co‑workers.
• Respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner; strive to resolve inquiries on first contact.
• Handle certificate requests.
• Follow up on notices of cancellation.
• Issue auto .
• Process policy change requests.
• Check mailbox daily.
• Post to online rating for small business.
• Follow up for renewal policy issuance.
• Create renewal proposals.
• Manage binders.
• Handle invoicing.
• Conduct process audits.
• Post documents to EPIC portal.
• Update Sagitta.
• Obtain loss runs.
• Prepare policy checklists.
• Run M&S reports.
• Obtain premium finance quotes.
• Run MVRs.
• File paperlessly.
• Create loss summary tracking.
• Prepare Acord applications.
• Become a student of the business; pursue insurance knowledge through training and education.

• High School / GED education required; college degree preferred.
• P&C insurance license or related work experience preferred; must be obtained within 90 days of hire if not currently licensed.
• Working knowledge of computers and relevant software (e.g., MS Office, Outlook).

• Excellent written, verbal, listening, and organizational skills.
• Strong language, mathematical, analytical, and reasoning ability.
• Team player with sense of urgency when responding to inquiries.
• Ability to multitask and prioritize multiple projects.
• Attention to detail while meeting deadlines.
• Reliable and punctual.
• Confidentiality and discretion when handling sensitive information.
• Willingness to attend internal and external training, classes, and seminars.

• Base pay determined by experience, skills, training, certifications, and education, with consideration of internal equity and market data.
• Generous Paid Time Off (PTO):
• Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non‑exempt employees; 12 company‑observed paid holidays; 4 early‑close days.
• Paid parental leave, pregnancy and disability leave, and organ donor/bone marrow donor leave.
• Employee referral bonus of $1,500 per hired referral.
• Recognition programs for demonstrating EPIC values; additional awards and trips.
• Employee Resource Groups:
  Women’s Coalition, EPIC Veterans Group.
• Professional growth and development (mentorship, tuition reimbursement, leadership development).
• Unique benefits: pet insurance, identity theft & fraud protection coverage, legal planning, family planning, menopause & midlife support.
• 401(k) matching; medical, dental, vision insurance; wellness and employee assistance programs.