Note: The job is a remote job and is open to candidates in USA. EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in New York City. They are seeking a highly motivated Property & Casualty Client Account Manager to deliver exceptional service to middle market clients in the life sciences and technology sectors, ensuring seamless account management and client satisfaction.
Responsibilities
- 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
Skills
- 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
- 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
- Bachelor's degree preferred
- Experience in a boutique or entrepreneurial brokerage environment
- Exposure to venture-backed or high-growth companies
- Familiarity with complex or emerging risks (e.g., clinical trials, IP risk, cyber exposure)
Benefits
- 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
Company Overview
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.edgewoodins.com.