Account Manager, P&C Lines Insurance – Tech and Life Sciences Division

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EPIC Insurance Brokers & Consultants

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🤝 B2B

💰 Seed Round on 2007-01

Insurance • B2B • Consulting

EPIC Insurance Brokers & Consultants is a leading insurance brokerage and consulting firm that specializes in providing comprehensive insurance solutions and risk management services to businesses and individuals. With a focus on innovation and customer service, EPIC leverages its expertise to help clients navigate the complex insurance landscape and ensure they have the right coverage for their needs. The firm operates with a commitment to its core values of integrity, excellence, and teamwork, striving to deliver exceptional value to every client.

📋 Description

• Serve as the primary service contact for assigned client accounts • Build and maintain strong client relationships through proactive communication and responsiveness • Coordinate and deliver day-to-day service needs, including policy inquiries, endorsements, certificates, and coverage questions • Assist clients with risk management strategies tailored to life sciences and technology exposures • Lead the renewal process in collaboration with producers, including marketing, submission preparation, and carrier negotiations • Review policies for accuracy, coverage adequacy, and compliance with client needs • Prepare renewal proposals and client presentations • Identify coverage gaps and recommend appropriate solutions • Maintain strong relationships with insurance carriers and underwriting partners • Negotiate coverage terms, pricing, and program structures on behalf of clients • Stay informed of market conditions, emerging risks, and carrier appetite • Manage policy documentation, certificates, and endorsements with attention to accuracy and timeliness • Ensure data integrity within agency management systems • Support internal reporting, compliance, and workflow processes • Collaborate with producers and other team members to drive efficiency and best practices • Work closely with producers (4) and account management team (5+) to support client retention and growth • Contribute to a collaborative, team-oriented culture within a boutique environment • Mentor junior staff as needed

🎯 Requirements

• 5+ years of experience in Property & Casualty insurance brokerage or agency account management • Experience servicing middle market accounts, ideally within life sciences and/or technology sectors • Strong understanding of key coverages including: General Liability, Property, Cyber Liability, Professional / E&O, D&O / EPLI / Fiduciary, Umbrella / Excess • Active Property & Casualty license required • Bachelor's degree preferred • Strong client service orientation and communication skills • Excellent organizational and time management abilities • High attention to detail and accuracy • Ability to manage multiple accounts and deadlines simultaneously • Proficiency in agency management systems and Microsoft Office tools • Self-starter with the ability to work independently in a remote or hybrid setting

🏖️ Benefits

• Opportunity to work within a specialized, high-growth niche (life sciences & technology) • Collaborative culture with direct access to leadership • Competitive compensation and benefits package • Professional development and growth opportunities • Generous Paid Time off • 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”