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Associate Account Manager, Commercial Lines

Epic Brokers

This is a Contract position in Melville, NY posted November 19, 2021.

Job Title: Commercial Account Associate

Location: Fairlawn, NJ, Melville, NY or Mt. Laurel, NJ

Job Purpose: To Assist Commercial Lines Service Account Managers on a daily basis creating Renewal Packets, quoting smaller account renewals using carrier rating systems, setting up Renewal Proposals and Schedules of Insurance.


  • Create Renewal Packets for Producers on upcoming renewals which include blank applications, copies of previously submitted applications, loss runs, Schedule of Insurance and Premium and Loss Summary.
  • Using insurance company software, rate alternative renewal quotes with additional carriers and compile comparisons for the Account Manager.
  • Assist Account Managers in creating ACORD applications with updated exposures.
  • Submit binding instructions to underwriters, invoice renewals and set follow ups for receipt of renewal policies.
  • Request Endorsements from carriers and set follow up for the Account Manager.
  • Check Endorsements and Audits for accuracy and forward to clients.
  • Set up Renewal Proposals and Schedules of Insurance.
  • Perform other related support duties as requested.
  • Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
  • Contribute to a team effort by accomplishing related results as needed.


  • One year insurance agency experience
  • Ability to manage multiple priorities, and instruction from multiple Account Managers and Producers
  • Excellent phone and interpersonal skills
  • Strong oral and written communication skills
  • Ability to work independently, as well as in a team environment
  • Proficient in all Microsoft Office products

Educational requirement:

  • College degree
  • Broker’s license is required / can be obtained once hired


  • 15th Largest Broker in US
  • Voted ” Best Place to Work” in the Insurance Industry
  • Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. An Equal Opportunity/Affirmative Action Employer.


Managers, All Other


1 to 20+ years

Job type

Full time