Assistant Account Manager -Commercial Lines New 2405 Satellite Boulevard Suite 200, Duluth, GA 30096

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: Duluth, GA. Hybrid 3 days a week in the office required.

JOB OVERVIEW:

The Assistant Account Manager provides administrative, operational, and client service support to the account management team while developing a strong foundation in commercial insurance operations, finance, sales, and client relationship management. This role is ideal for an individual who is eager to learn, highly organized, service-oriented, and committed to delivering exceptional support to both internal teams and external clients. The Assistant Account Manager works closely with Account Managers and designated mentors to ensure client accounts are serviced accurately and efficiently, in accordance with agency standards.

WHAT YOU’LL DO:

Client Service & Account Support

• Process certificates of insurance, binders, policy changes, endorsements, audits, and other account servicing requests.
• Issue Auto  and respond to routine client service needs.
• Follow up on policy cancellations, renewals, and issuance activities.
• Prepare renewal proposals and insurance applications.
• Obtain and analyze loss runs and prepare loss summaries.
• Support invoicing activities and premium finance quote requests.
• Assist with online rating for small business insurance accounts.
• Process incoming mail and distribute items appropriate.

Administrative & Operational Support

• Maintain accurate records within the Agency Management System (Sagitta).
• Upload and organize client documentation within the EPIC Portal.
• Complete policy checklists and support paperless filing initiatives.
• Run Motor Vehicle Reports (MVRs) and replacement cost valuation reports.
• Ensure all account-related documentation is processed accurately and timely.
• Meet quality, compliance, and timeliness standards for all assigned work.

Relationship Management

• Develop and maintain positive working relationships with clients, carriers, wholesalers, vendors, and internal team members.
• Communicate professionally and effectively with stakeholders to support client service objectives.
• Collaborate across teams to achieve business goals and deliver exceptional customer experiences.
• Professional Development
• Participate in training programs, workshops, and learning opportunities related to insurance operations, communication, business etiquette, and time management.
• Continuously expand knowledge of insurance products, industry trends, regulations, and technology.
• Learn best practices in account management, sales support, and client retention under the guidance of experienced mentors.

WHAT YOU’LL BRING:

• Strong verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Ability to prioritize tasks and manage multiple responsibilities effectively.
• Strong attention to detail and organizational skills.
• Service-oriented mindset with a willingness to learn and accept direction.
• Positive attitude, enthusiasm, and commitment to professional growth.
• Ability to work effectively in a fast-paced, team-oriented environment

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…