What are the responsibilities and job description for the Account Manager position at EPIC Insurance Brokers & Consultants?
Company Description EPIC Insurance Brokers & Consultants is an innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007. The firm has a national presence, with offices and leadership across the country, offering broad career opportunities and exposure to diverse markets. EPIC provides deep industry expertise across risk management, property and casualty, employee benefits, specialty program insurance, and private client services. Team members benefit from a collaborative, growth-focused environment that supports professional development and client-focused solutions. Additional information about EPIC’s services, culture, and initiatives can be found through its online resources at linktr.ee/epicbrokers.
Role Description The Account Manager is a full-time, hybrid role based in Mount Laurel, NJ. This role is responsible for managing day-to-day client relationships, acting as a primary point of contact for inquiries, service requests, and problem resolution. The Account Manager will coordinate policy renewals, prepare proposals, process endorsements, and maintain accurate client records and documentation. Responsibilities include collaborating with internal teams and carriers, monitoring timelines and deliverables, and ensuring compliance with company and regulatory standards. The role also involves identifying opportunities to enhance coverage, support cross-selling, and contribute to client retention and satisfaction through proactive communication and service.
Qualifications
- Experience in account management, client service, or relationship management within insurance, risk management, or employee benefits.
- Strong organizational and time-management skills, with the ability to handle multiple accounts, prioritize tasks, and meet deadlines.
- Proficient in office productivity tools and agency management systems; comfortable working with data, documents, and reports.
- Effective written and verbal communication skills, including the ability to explain insurance concepts clearly and professionally.
- Detail-oriented approach with strong analytical skills and a commitment to accuracy in documentation and policy administration.
- Ability to work collaboratively with colleagues and carriers, while taking ownership of client issues and follow-through.
- Prior experience in property and casualty or employee benefits insurance is highly beneficial; relevant professional designations (e.g., CIC, CRM, CEBS) are a plus.
- High school diploma required; bachelor’s degree in Business, Finance, Risk Management, or a related field preferred.