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

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main service representative for designated client accounts

• Develop and sustain robust client relationships through proactive communication and responsiveness

• Organize and fulfill daily service requirements, including policy inquiries, endorsements, certificates, and coverage questions

• Assist clients in crafting risk management strategies tailored to the life sciences and technology sectors

• Oversee the renewal process in partnership with producers, including marketing, submission preparation, and negotiations with carriers

• Examine policies for precision, adequacy of coverage, and compliance with client expectations

• Create renewal proposals and client presentations

• Identify coverage gaps and propose suitable solutions

• Maintain strong connections with insurance carriers and underwriting partners

• Negotiate coverage terms, pricing, and program structures on behalf of clients

• Remain updated on market trends, emerging risks, and carrier appetite

• Manage policy documentation, certificates, and endorsements with a focus on accuracy and timeliness

• Ensure data integrity within agency management systems

• Aid internal reporting, compliance, and workflow processes

• Collaborate with producers and other team members to enhance efficiency and best practices

• Work closely with producers (4) and the account management team (5+) to support client retention and growth

• Foster a collaborative, team-oriented culture within a boutique setting

• Mentor junior staff as necessary

⛳️ Requirements

• Minimum of 5 years of experience in Property & Casualty insurance brokerage or agency account management

• Experience servicing middle market accounts, preferably within life sciences and/or technology sectors

• Strong knowledge of essential coverages including: General Liability, Property, Cyber Liability, Professional / E&O, D&O / EPLI / Fiduciary, Umbrella / Excess

• Active Property & Casualty license is required

• Bachelor's degree is preferred

• Strong client service focus and communication skills

• Excellent organizational and time management skills

• High attention to detail and accuracy

• Capability to handle multiple accounts and meet deadlines simultaneously

• Proficient in agency management systems and Microsoft Office applications

• Self-motivated with the ability to operate independently in a remote or hybrid work environment

🏝️ 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 along with additional awards and programs (and trips!)

• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group

• Professional growth & development opportunities: 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 promotes a balanced culture between producers and the rest of the business, fostering collaboration, teamwork, and an inclusive work environment. It requires both production and service to be EPIC!

• EPIC Gives Back – Some of our charitable initiatives include Donation Connection, Employee Assistance Fund, and People First Foundation

• We’re ranked in the top 10 of property/casualty agencies according to “Insurance Journal”