Insurance Technical Assistant
edgewoodpartnersinsurancecenter
1140 Avenue of the Americas 8th Floor, New York, NY 10036 · 1140 Avenue of the Americas 8th Floor · NY 10036
Posted Aug 6, 2026
- Other
- Hybrid
- Financial Services
edgewoodpartnersinsurancecenter
1140 Avenue of the Americas 8th Floor, New York, NY 10036 · 1140 Avenue of the Americas 8th Floor · NY 10036
Posted Aug 6, 2026
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 New York City and founded in 2007, our company has over 4,000 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!
JOB OVERVIEW:
The Insurance Technical Assistant for the Financial Services Team should be a detail-oriented team player with the ability to multitask and have excellent customer service skills.
LOCATION: HYBRID - New York City (3 days per week in office)
WHAT YOU’LL DO:
A detailed list of job duties includes (but is not limited to):
Responsibilities and Duties
Service of all aspects of the placement process utilizing the firm’s agency management system
• Imputing submissions into Sagitta, agency management system
• Send out renewal solicitations 120 days in advance with corresponding applications
• Following up on renewal submissions, subjectivities and policies
• Generate certificates of Insurance upon request
• Filing using Image Right, our electronic filing system in accordance with company standards
• Demonstrate familiarity with quote letters and binders from various carriers
• Following up on all inquiries
Billing:
• Basic invoicing responsibilities – invoicing through Sagitta
• Capturing data for analytics and reporting
• Handling return premiums, extensions, corrections, cancellations, AP and RPs
• Interface with accounting for premium and revenue payments.
Issue Policies:
• Manage the issuance of policies
• Following up on any outstanding subjectivities needed to issue the policy
Manage Surplus Lines filing and documentation:
• Complete Surplus Lines Diligences per state and line of business
• Ensure all necessary documentation for surplus lines filings is sent out and filed
WHAT YOU’LL BRING:
• Willing to hire a college graduate with a Risk Management Degree or needs 1 year plus Insurance brokerage experience
• Bachelor’s degree
• Proficient in MS suite of products
• Property & Casualty Insurance License (or willing to get one once hired).
COMPENSATION:
The hourly pay range for this position is $31.25 – $36.06 per hour and standard workweeks are 40 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.
Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
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.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-SP2
#LI-Hybrid