Insurance Technical Assistant

LOCATION: Hybrid, NYC (Midtown)

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 San Francisco and founded in 2007, our company has over 3,000 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!

Job Overview

Insurance Assistant for the Financial Services Team. Successful candidate should be a detail-oriented team player with the ability to multitask and have excellent customer service skills.

Responsibilities And Duties

Service of all aspects of the placement process utilizing the firm’s agency management system

• Imputing submissions into Sagitta agency management system
• Send out renewal solicitations 90 to 120 days in advance with corresponding applications
• Following up for renewal submissions, subjectivities and policies
• Generate certificates of Insurance upon request
• Filing using our electronic filing system in accordance with company standards
• Demonstrate familiarity with quote letters and binders from various carriers
• Following up on all inquiries
  
  

Invoicing

• Basic Invoicing responsibilities – invoicing through Sagitta
• Capturing data for analytics and reporting
• Handling return premiums, extensions, corrections, cancellations, AP and RPs
• Interface with accounting for premium and revenue payments.
  
  

Issue Policies

• Manage the issuance of policies
• Following up on any outstanding subjectivities needed to issue the policy
  
  

Manage Surplus Lines Filing And Documentation

• Complete Surplus Lines Diligences per state and line of business
• Ensure all necessary documentation for surplus lines filings is sent out and filed
  
  

Qualifications

• Willing to hire a college graduate with a Risk Management Degree or needs 1 year plus Insurance brokerage experience
• Bachelors Degree
• Proficient in MS suite of products
• Property & Casualty Insurance License (or willing to get one once hired).
  
  

Compensation

The national average hourly rate for this role is $31.25 - $33.66 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data.

Why Epic

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
  

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.