Junior Account Executive – Captive Accounts, Insurance Broker Experience Required

EPIC Insurance Brokers & Consultants

Junior Account Executive at EPIC Brokers servicing captive accounts in a fast-paced environment. Collaborating with teams to provide high-quality client support and administration.

Posted 5/12/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $75,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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'

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance account managementunderwriting supportbrokerageclient servicesinsurance coverage formsunderwriting principlesrenewal processesanalytical skillsproblem-solving skillsorganizational skills

Soft Skills

communication skillsinterpersonal skillsprofessionalismclient service excellenceability to manage multiple prioritiesability to meet deadlinesoperational improvementrecommend solutions

Certifications

insurance license