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 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 : Grand Rapids Michigan-in office 5 days a week (M-F)
What You'll Do : New Business
- Issue Certificates & Auto ID Cards
- Collect Policies & Perform 1st Review upon Receipt (via Exdion / ImageRight process)
Renewals
This starts the renewal process on every client-expiration lists should be monitored monthly to start the renewal process.120 days out :Put renewing policies in REMARKET status in Sagitta; unless :If policy is automatic / direct bill renewalIf policy is first renewal after BOR use REWRITE statusOrder loss runsOrder E-Mod Worksheet from current WC carrier or NCCI notify CE (or CM if no CE) immediately if an increase from expiringUpdate Prior Year Loss Run SummaryCertificates & Auto ID CardsCollect Policies & send to Exdion via ImageRight for 1st Review upon ReceiptEndorsements
Request endorsements from underwriter, or online when possibleWhen large AP is suspected, work with CM or CE to advise client or gain clarity around the requestUpdate exposure workbooks with changes as they are requestedSuspense & Follow Up on Endorsements, documenting in ImageRightUpdate Sagitta information- i.e. add vehicle, change address, etc.Send Auto ID Card and / or certificate (when applicable) immediatelyWhen received, check, invoice, and send to client with full description (CM help as needed)Close suspense & file Sagitta / ImageRightGeneral Account Management
Maintain & add to the Open Item List, working with CE / CM to address all itemsIssue Certificates of Insurance on a daily basis per client expectationIssue Auto ID Cards as requestedMaintain eCerts website- set up clients to issue on demand certs (coordinate with CE (or CM if no CE))Setup Client Portal on Epic Website by completing the document and sending to support@epicbrokers.com : S : SW_P&CP&C TemplatesClient Portal Set-UpCreate Client Claims Handling Tip sheets for all claims reporting guidelinesFile all pertinent information : documents, emails, correspondence in ImageRightCoordinate and attend marketing meetings with carriers as necessaryProcess Notices of Cancellation and discuss with CE (or CM if no CE) / Producer urgently when received - updating SagittaStretch Tasks when rest mastered :Start proposal (on renewals)Set up certificate templateWhat You'll Bring :
College Degree or equal to experience (2-4 years of insurance industry experience) Current / Active Michigan Property & Casualty license Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Must have high level of interpersonal skills to handle sensitive and confidential situations. This position continually requires teamwork, demonstrated poise, tact, and diplomacy.
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 :
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.