Junior Account Executive- Captive Accounts, Insurance Broker Experience Required

Come join our team!

There are many reasons why EPIC Insurance Brokers & 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.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 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. 

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!

Location: This role is remote.

Overview

EPIC Insurance Brokers & Consultants is a fast‑paced, collaborative environment where you can grow your career while making a meaningful impact. The Assistant Client Manager supports the servicing and administration of Property & Casualty insurance accounts while developing foundational knowledge of insurance operations, client service, and agency systems.

This role is ideal for someone who is service‑oriented, eager to learn, and enjoys working with people in a dynamic team environment.

Position Overview

The Junior Account Executive is responsible for supporting and servicing a portfolio of insurance and captive accounts by combining technical underwriting support with proactive client service and account coordination. This role partners closely with Account Executives, Directors, and Client Service teams to ensure high-quality delivery throughout the renewal and policy lifecycle. This position is suited for an insurance professional with a strong foundation in underwriting concepts and client account management who is seeking continued growth within a collaborative, client-focused environment.

Essential Duties and Responsibilities

• Support the day-to-day servicing, retention, and administration of assigned insurance and captive accounts.
• Serve as a primary contact for routine client requests, including certificates of insurance (COIs), endorsements, policy documentation, and account updates.
• Assist in the identification, analysis, and documentation of client insurance exposures and loss experience.
• Support underwriting and program structures by preparing quote specifications, coverage summaries, collateral analysis, and supporting data.
• Assist with renewal and new business cycles by maintaining timelines, preparing renewal planners, and coordinating deliverables.
• Prepare client-facing materials including proposals, reports, presentations, and meeting materials.
• Upon client acceptance, assist with binding coverage, issuing policy documents, invoicing, and monitoring payments to avoid cancellation.
• Review contracts and insurance requirements to identify coverage gaps, compliance concerns, and potential errors.
• Maintain accurate and up-to-date client information within Salesforce and internal systems.
• Coordinate account activity across internal departments, external service providers, carriers, and regulators as needed.
• Assist with preparation of corporate governance documentation, meeting minutes, and regulatory deliverables.
• Identify opportunities for operational improvement and recommend solutions to enhance service delivery.
• Perform other duties as assigned by management.

Qualifications

• Bachelor’s degree or equivalent combination of education and insurance industry experience preferred.
• Three (3) to five (5) years of experience in insurance account management, underwriting support, brokerage, or client services.
• Working knowledge of insurance coverage forms, underwriting principles, and renewal processes.
• Strong analytical, organizational, and problem-solving skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Excellent written, verbal, and interpersonal communication skills.
• High level of professionalism and commitment to client service excellence.
• Proficiency in Microsoft Excel, PowerPoint, Word, Salesforce, and other web-based systems.
• Insurance license or progress toward licensure preferred, but not required.

Physical Demands

• Ability to sit, stand, walk, and use hands for computer and document handling
• Occasionally lift or move up to 10 pounds
• Vision requirements include close vision and ability to focus

The national average salary for this role is $75,000 to $85,000 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.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• 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, Cancer 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”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

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. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

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