Account Manager, P&C Lines Insurance (Tech and Life Sciences Div)

<p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>&nbsp;Location:</strong> Remote, Eastern Standard Time Zone.&nbsp;</span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">&nbsp;<strong>Come join our team!</strong></span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">There are many reasons why EPIC Insurance Brokers &amp; 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.</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Headquartered in New York City and founded in 2007, our company has over 4,000 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.&nbsp;</span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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!</span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">&nbsp;<strong>JOB OVERVIEW:</strong></span></p> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">We are seeking a highly motivated and detail-oriented <strong>Property &amp; Casualty Client Account Manager</strong> to join our Life Science &amp; Technology insurance brokerage practice. This role will be responsible for delivering exceptional day-to-day service to a portfolio of middle market clients in the <strong>life sciences and technology sectors</strong>.</span></p> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">The ideal candidate brings strong technical P&amp;C expertise, a client-first mindset, and the ability to operate in a fast-paced, entrepreneurial environment. This individual will partner closely with producers and internal service team members to ensure seamless account management, retention, and growth.</span></p> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Key Responsibilities</strong></span></p> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Client Service &amp; Relationship Management</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Serve as the primary service contact for assigned client accounts</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Build and maintain strong client relationships through proactive communication and responsiveness</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Coordinate and deliver day-to-day service needs, including policy inquiries, endorsements, certificates, and coverage questions</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Assist clients with risk management strategies tailored to life sciences and technology exposures</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Account Management &amp; Renewals</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Lead the renewal process in collaboration with producers, including marketing, submission preparation, and carrier negotiations</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Review policies for accuracy, coverage adequacy, and compliance with client needs</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Prepare renewal proposals and client presentations</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Identify coverage gaps and recommend appropriate solutions</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Carrier &amp; Market Interaction</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Maintain strong relationships with insurance carriers and underwriting partners</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Negotiate coverage terms, pricing, and program structures on behalf of clients</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Stay informed of market conditions, emerging risks, and carrier appetite</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Operational Execution</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Manage policy documentation, certificates, and endorsements with attention to accuracy and timeliness</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Ensure data integrity within agency management systems</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Support internal reporting, compliance, and workflow processes</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Collaborate with producers and other team members to drive efficiency and best practices</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Team Collaboration</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Work closely with producers (4) and account management team (5+) to support client retention and growth</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Contribute to a collaborative, team-oriented culture within a boutique environment</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Mentor junior staff as needed</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Qualifications</strong></span></p> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Experience</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">5+ years of experience in <strong>Property &amp; Casualty insurance brokerage or agency account management</strong></span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Experience servicing <strong>middle market accounts</strong>, ideally within <strong>life sciences and/or technology sectors</strong></span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Strong understanding of key coverages including:</span></li> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">General Liability</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Property</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Cyber Liability</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Professional / E&amp;O</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">D&amp;O / EPLI / Fiduciary</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Umbrella / Excess</span></li> </ul> </ul> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Licenses &amp; Education</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Active Property &amp; Casualty license required</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Bachelor's degree preferred</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Skills &amp; Competencies</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Strong client service orientation and communication skills</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Excellent organizational and time management abilities</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">High attention to detail and accuracy</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Ability to manage multiple accounts and deadlines simultaneously</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Proficiency in agency management systems and Microsoft Office tools</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Self-starter with the ability to work independently in a remote or hybrid setting</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>What We Offer</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Opportunity to work within a <strong>specialized, high-growth niche (life sciences &amp; technology)</strong></span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Collaborative culture with direct access to leadership</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Competitive compensation and benefits package</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Professional development and growth opportunities</span></li> </ul> <p><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Preferred Attributes (Nice-to-Have)</strong></span></p> <ul> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Experience in a boutique or entrepreneurial brokerage environment</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Exposure to venture-backed or high-growth companies</span></li> <li style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;">Familiarity with complex or emerging risks (e.g., clinical trials, IP risk, cyber exposure)</span></li> </ul> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>COMPENSATION:&nbsp;</strong></span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">The national average salary for this role is $75 000.00 - $90 000.00 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.</span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>WHY EPIC:&nbsp;</strong></span></p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:</span></p> <ul> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous Paid Time off</span> <ul> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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</span></li> </ul> </li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Generous employee referral bonus program of $1,500 per hired referral</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Employee Resource Groups: Women’s Coalition, EPIC Veterans Group</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Professional growth &amp; development: Mentorship Program, Tuition Reimbursement Program, Leadership Development</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Unique benefits such as Pet Insurance, Identity Theft &amp; Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause &amp; Midlife Support</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness &amp; employee assistance programs</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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!</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation</span></li> <li style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">We’re in the top 10 of property/casualty agencies according to “Insurance Journal”</span></li> </ul> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">To learn more about EPIC, visit our Careers Page:&nbsp;<a style="color: rgb(0, 0, 0);" href="https://www.epicbrokers.com/about/epic-careers/">https://www.epicbrokers.com/about/epic-careers/</a>.&nbsp;</span></p> <p style="line-height: 1;">&nbsp;</p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><em>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.&nbsp;</em></span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><em>California Applicants - View your privacy rights at: <a style="color: rgb(0, 0, 0);" href="https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf">https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf</a>.&nbsp;</em></span></p> <p style="line-height: 1;"><span style="color: rgb(0, 0, 0); font-size: 12pt; font-family: arial, helvetica, sans-serif;"><em>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.&nbsp;</em></span></p> <p style="line-height: 1;">&nbsp;</p> <p style="line-height: 1;"><span style="font-size: 12pt; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">#LI-TM1</span></p> <p style="line-height: 1;"><span style="color: #2dc26b;"><span style="font-size: 16px;">&nbsp;</span></span></p> <p style="line-height: 1;">&nbsp;</p> <p>&nbsp;</p>