EPIC Insurance Brokers & Consultants logo
EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is an employee benefits and retail property and casualty insurance brokerage and consultancy. Headquartered in San Francisc

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

Location

United States

Posted

14 days ago

Salary

$75K - $90K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

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

EPIC Insurance Brokers & Consultants

• 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

Job 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”

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