Insurance Technical Assistant

Location: Hybrid in New York City, with 3 days per week in the office

Salary: $31.25–$36.06 per hour; standard workweek of 40 hours

Company

EPIC Insurance Brokers & Consultants is a rapidly growing insurance brokerage founded in 2007, with more than 4,000 employees and over 60 offices across the United States.

What you will do

• Support all aspects of the insurance placement process using the Sagitta agency management system.
• Enter submissions, send renewal solicitations 120 days in advance, and follow up on renewals, subjectivities, policies, and inquiries.
• Generate certificates of insurance, manage electronic filing in ImageRight, and review quote letters and binders from carriers.
• Handle basic invoicing, return premiums, extensions, corrections, cancellations, accounts payable, and revenue payment coordination.
• Manage policy issuance and follow up on outstanding documentation required for issuance.
• Complete state- and line-of-business-specific surplus lines diligence and maintain filing documentation.

Requirements

• Bachelor’s degree; recent college graduates with a Risk Management degree may be considered.
• At least 1 year of insurance brokerage experience, or willingness to start as a recent graduate.
• Proficiency with Microsoft Office products.
• Property & Casualty Insurance License, or willingness to obtain one after joining.
• Availability to work in a hybrid schedule in New York City, including 3 days per week in the office.
• Strong attention to detail, multitasking, teamwork, and customer service skills.

Culture & Benefits

• Paid time off, 12 company-observed holidays, and early-close days.
• Paid parental, pregnancy disability and bonding, organ donor, and bone marrow donor leave.
• 401(k) matching, medical, dental, and vision insurance, wellness programs, and employee assistance programs.
• Tuition reimbursement, mentorship, and leadership development programs.
• Pet insurance, identity theft and fraud protection, legal planning, family planning, and menopause and midlife support.
• Employee resource groups, recognition programs, referral bonuses, and charitable initiatives.