Commercial Insurance Account Manager

Location: Hybrid in Alpharetta or Sandy Springs, Georgia, with 3 days per week in the office

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

• Serve as the primary contact for large senior living industry clients and manage day-to-day questions and service issues.
• Manage insurance renewals and new client intake in line with company timing standards.
• Prepare applications, collect client information, submit materials to insurers, and follow up on outstanding items.
• Negotiate policy terms, obtain competing insurer options, and prepare coverage proposals with analysis and comparisons.
• Coordinate endorsements, cancellation notices, certificates of insurance, claims reporting, invoicing, policy documentation, and Auto ID cards.
• Maintain account information and service transactions in Sagitta and the shared database.

Requirements

• At least 5 years of commercial insurance experience with an insurance brokerage, agency, or carrier.
• Advanced working knowledge of Microsoft Office applications for word processing, spreadsheets, databases, and presentations.
• Strong written and verbal communication, interpersonal skills, attention to detail, and problem-solving ability.
• Ability to manage competing priorities and deadlines in a fast-paced environment while handling sensitive and confidential information.
• Broker’s P&C license required; bachelor’s degree preferred, with equivalent experience considered.

Nice to have

• Experience placing insurance for senior living or human services clients.
• Experience with company risk, contracts, underwriting, insurance policies, or claims.
• Insurance designation.

Culture & Benefits

• Paid time off, paid holidays, early-close days, and parental, pregnancy disability, bonding, and donor leave options.
• 401(k) matching, medical, dental, vision, wellness, and employee assistance programs.
• Professional development through mentorship, tuition reimbursement, and leadership development programs.
• Employee recognition programs, resource groups, and a $1,500 employee referral bonus.
• Additional benefits include pet insurance, identity theft and fraud protection, legal planning, family planning, and menopause and midlife support.
• Collaborative and inclusive work environment supported by a 50/50 producer and service culture.