Assistant Client Manager
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 US, 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 : Any Indiana office - Hybrid 3 days a week
What You'll Do :
You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.
- Enthusiasm and zest for your learning experience
- Strong verbal and written communication skills
- Interpersonal skills enjoy working with people
- Service oriented
- Willingness to learn and take direction from others
You will be involved in various activities including lunch and learns, external workshops relevant to communication, time management, business etiquette skills as well as insurance operations training. There are core duties listed below where a designated mentor will be assigned to further develop Account Assistant's knowledge of insurance, finance, sales and marketing.
Overall Duties Include :
Certificate RequestsFollow up on Notices of CancellationAuto ID Card IssuancePolicy Change RequestsCheck Mailbox DailyOnline Rating for Small BusinessFollow up for Renewal Policy IssuanceRenewal ProposalsBindersInvoicingProcess AuditsPost Documents to EPIC PortalUpdate SagittaObtain Loss RunsPolicy ChecklistsRun M&S ReportsObtain Premium Finance QuotesRun MVRsPaperless FilingCreate Loss Summary TrackingPrepare Acord ApplicationsService :
Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client accounts in a timely and accurate mannerResponsible for timely, accurate invoicing and monthly expirationsMeet all quality and timeliness standards in the Agency Management System while properly documenting all activityOther duties may be assignedPersonal and Organizational Responsibilities :
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilitiesMaintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contactsMaintain up-to-date proposals, insurance summaries, workflow logs, manuals or other required documentation and recordsInteract with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.Stay informed regarding industry information, new product / program developments, coverages, legislation, technology to continuously improve knowledge and performanceOther duties may be assignedWhat You'll Bring :
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulationsAbility to write reports and business correspondenceAbility to effectively present information and respond to questions from groups of managers, clients, customers, and the general publicMathematical Skills :
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentagesAbility to apply concepts of basic algebraReasoning Ability :
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization existsAbility to interpret a variety of instructions furnished in written, oral, diagram, or schedule formCollege DegreeMust obtain California Property and Casualty license within 90 days of date of hireProficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation softwareMust be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demandsMust have high level of interpersonal skills to handle sensitive and confidential situationsPosition continually requires teamwork, demonstrated poise, tact, and diplomacyCompensation :
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 offManaged 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 daysGenerous leave time options : Paid parental leave, pregnancy disability and bonding leave, and organ donor / bone marrow donor leaveGenerous employee referral bonus program of $1,500 per hired referralEmployee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)Employee Resource Groups : Women's Coalition, EPIC Veterans GroupProfessional growth & development : Mentorship Program, Tuition Reimbursement Program, Leadership DevelopmentUnique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife SupportAdditional benefits include (but are not limited to) : 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs50 / 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 FoundationWe're in the top 10 of property / casualty agencies according to "Insurance Journal"EPIC embraces diversity in all its various formswhether 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.
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