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EPIC Insurance Brokers & Consultants

Assistant Vice President, Surety

Posted 9 Days Ago
Be an Early Applicant
In-Office or Remote
16 Locations
Senior level
In-Office or Remote
16 Locations
Senior level
Assist with client management and lead broker for surety transactional business, ensuring timely billing and developing client relationships.
The summary above was generated by AI

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!

 

JOB OVERVIEW:

EPIC Insurance Brokers coordinates placement of our clients’ surety bonds and programs with multiple insurance carriers. We are looking for an individual with prior experience in surety to assist with client management and act as lead broker for transactional business. Hybrid role from Atlanta, GA offices.

LOCATION: Hybrid role from Atlanta, GA offices

 

WHAT YOU’LL DO:

A detailed list of job duties includes (but is not limited to):

Critical Job Functions:

  • Process invoices, ensuring timely and accurate billing.
    • Collaborate with accounting and markets to resolve any discrepancies that arise.
    • Reach out to clients regarding overdue payments, maintaining good client relationships and ensuring payments are received.
    • Process bond requests from clients ensuring all necessary information is gathered and submitted.
    • Create presentations for clients, showcasing bond programs and options.
    • Participate in client calls and meetings.
    • Assist with developing prospects, expanding client base.
    • Act as the lead broker for transactional surety accounts, managing the entire process from request to issuance.
    • Contact underwriters to obtain approval for bond issuance
    • Participate in market meetings and outings, fostering relationships with industry professionals.
    • Develop relationships with small commercial underwriters
    • Develop submissions with oversight, ensuring accuracy and completeness.

 

WHAT YOU’LL BRING:

  • Skills & Qualifications:

    • Prior experience with Surepath a plus
      • Gain knowledge of the surety product through daily activities and training
      • Attend surety training seminars when available

    Requirements:

    • Minimum of five years’ prior experience in surety
    • Proficiency using Word, Excel, and PowerPoint
    • Strong verbal and written communication skills, crucial for client interactions and internal communications.
    • Maintain state notary commission
    • Maintain state insurance license

 

COMPENSATION:

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. 

 

 #LI-TV1

#LI-Hybrid

 


Top Skills

Excel
PowerPoint
Surepath
Word

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