Talent.com
Assistant Client Manager(P&C)
Assistant Client Manager(P&C)EPIC Insurance Brokers & Consultants • Grand Rapids, Michigan, USA
Assistant Client Manager(P&C)

Assistant Client Manager(P&C)

EPIC Insurance Brokers & Consultants • Grand Rapids, Michigan, USA
17 hours ago
Job type
  • Full-time
Job description

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 arent afraid to make it happen.

Headquartered in San Francisco and founded in 2007 our company has over 3000 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 youre 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 YOULL 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 renewal
  • If policy is first renewal after BOR use REWRITE status
  • Order loss runs
  • Order E-Mod Worksheet from current WC carrier or NCCI notify CE (or CM if no CE) immediately if an increase from expiring
  • Update Prior Year Loss Run Summary
  • Certificates & Auto ID Cards
  • Collect Policies & send to Exdion via ImageRight for 1st Review upon Receipt
  • Endorsements

  • Request endorsements from underwriter or online when possible
  • When large AP is suspected work with CM or CE to advise client or gain clarity around the request
  • Update exposure workbooks with changes as they are requested
  • Suspense & Follow Up on Endorsements documenting in ImageRight
  • Update Sagitta information- i.e. add vehicle change address etc.
  • Send Auto ID Card and / or certificate (when applicable) immediately
  • When received check invoice and send to client with full description (CM help as needed)
  • Close suspense & file Sagitta / ImageRight
  • General Account Management

  • Maintain & add to the Open Item List working with CE / CM to address all items
  • Issue Certificates of Insurance on a daily basis per client expectation
  • Issue Auto ID Cards as requested
  • Maintain 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 : S : SWP&CP&C TemplatesClient Portal Set-Up
  • Create Client Claims Handling Tip sheets for all claims reporting guidelines
  • File all pertinent information : documents emails correspondence in ImageRight
  • Coordinate and attend marketing meetings with carriers as necessary
  • Process Notices of Cancellation and discuss with CE (or CM if no CE) / Producer urgently when received - updating Sagitta
  • Stretch Tasks when rest mastered :
  • Start proposal (on renewals)
  • Set up certificate template
  • WHAT YOULL 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 fastpaced 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 :

    EPIC has over 60 offices and 3000 employees nationwide and were growing! Its 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 $1500 per hired referral

    Employee recognition programs for demonstrating EPICs values plus additional employee recognition awards and programs (and trips!)

    Employee Resource Groups : Womens Coalition EPIC Veterans Group

    Professional growth & development : Mentorship Program Tuition Reimbursement Program Leadership Development

    Unique benefits such as Pet 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

    Were in the top 10 of property / casualty agencies according to Insurance Journal

    To learn more about EPIC visit our Careers Page : 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.

    California Applicants - View your privacy rights at : 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-SG1

    #LI-In office

    Required Experience :

    Manager

    Key Skills

    Business Development,Customer Services,Journal Entries,Powerpiont,Account Management,Communication,CRM,General Ledger Accounts,Salesforce,Project Management,Client Services,Payroll,Customer Relationships,Client Management,Data Analysis

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

    Create a job alert for this search

    Client Assistant • Grand Rapids, Michigan, USA

    Related jobs
    Hollister Co. - Assistant Manager, Rivertown Crossings

    Hollister Co. - Assistant Manager, Rivertown Crossings

    Abercrombie & Fitch • Grand Rapids, MI, US
    Full-time
    Assistant Manager, Rivertown Crossings.The company operates a family of brands, including Abercrombie & Fitch, YPB, abercrombie kids, Hollister and Gilly Hicks, each sharing a commitment to offer p...Show more
    Last updated: 30+ days ago • Promoted
    Assistant Manager

    Assistant Manager

    Jimmy John's • Grand Rapids, MI, US
    Full-time
    Assistant Managers help oversee in-store operations alongside the General Manager.The Assistant Manager plays a major role in ensuring the store is in exceptional order and that all employees are p...Show more
    Last updated: 30+ days ago • Promoted
    Assistant Manager

    Assistant Manager

    Apricus • Newaygo, MI, US
    Full-time
    Quick Apply
    The Assistant Manager works productively to fulfill their job requirements and assists the General Manager in achieving restaurant goals of customer satisfaction and profitability.Serves customers ...Show more
    Last updated: 30+ days ago
    AVP, Compliance Manager

    AVP, Compliance Manager

    Northpointe Bank • Grand Rapids, MI, United States
    Remote
    Full-time
    Quick Apply
    At Northpointe Bank, we believe your career should empower you — to grow, contribute, and find purpose.Compliance Management System (CMS) and strengthen regulatory compliance across all business li...Show more
    Last updated: 3 days ago
    Client Service Associate

    Client Service Associate

    Innovia Wealth • Grand Rapids, MI, USA
    Full-time
    Quick Apply
    At Innovia Wealth, we believe a Client Service Associate is far more than a support role - they are the heartbeat of our client experience. Client Service Associates ensure our clients feel cared fo...Show more
    Last updated: 23 days ago
    Assistant Manager

    Assistant Manager

    Burger King • Grand Rapids, MI, US
    Full-time
    You are applying to BK Assistant Manager.Show more
    Last updated: 30+ days ago • Promoted
    Assistant Manager

    Assistant Manager

    Tradehome Shoes • Grandville, MI, United States
    Full-time +1
    With over 100 years in business, Tradehome Shoes is rapidly expanding into new markets and communities.We believe in the power of premium people, products, and locations, and we're seeking self-mot...Show more
    Last updated: 30+ days ago
    Assistant Manager

    Assistant Manager

    Foot Locker • Grand Rapids, MI, US
    Full-time
    Are you a game changer? Can you assist in leading your store team to provide extreme customer service including selling, employee management, customer relations, stock, visual merchandising, asset ...Show more
    Last updated: 30+ days ago • Promoted
    Assistant Manager

    Assistant Manager

    MJG Michigan, LLC • Cedar Springs, Michigan, United States, 49319
    Full-time
    You are applying to BK Assistant Manager.Show more
    Last updated: 30+ days ago
    Flexible and Remote- Client Service Rep

    Flexible and Remote- Client Service Rep

    Global Elite • Grand Rapids, MI, US
    Remote
    Full-time
    Flexible and Remote- Client Service Rep.Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create...Show more
    Last updated: 30+ days ago • Promoted
    Assistant Manager

    Assistant Manager

    Panda Restaurant Group • Caledonia, MI, US
    Full-time
    Are You Craving A Career With An Industry Leader?.Panda Express is searching for experienced leaders to join our store management team. Panda is 100% committed to the professional and personal devel...Show more
    Last updated: 30+ days ago
    Banking Center Manager

    Banking Center Manager

    Old National Bank • Grand Rapids, MI, United States
    Full-time
    Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...Show more
    Last updated: 30+ days ago • Promoted
    Revenue Cycle Specialist

    Revenue Cycle Specialist

    Alliance Physical Therapy Partners • Grand Rapids, MI, United States
    Full-time
    The Revenue Cycle Support Specialist reports to the VP of Revenue Cycle and acts as a support and a resource to the entire Revenue Cycle Leadership team. They actively participate in all department ...Show more
    Last updated: 6 hours ago • Promoted • New!
    Assistant Manager

    Assistant Manager

    McAlister's Deli • WALKER, MI, US
    Full-time
    The Assistant Manager is a critical part of the restaurant management team, ensuring we provide.Manager will be responsible for performing all management duties including inventory, ordering,.The A...Show more
    Last updated: 30+ days ago
    Assistant Manager

    Assistant Manager

    Snipes • Grand Rapids, MI, US
    Full-time
    We live sneakers, streetwear, and neighborhood culture! All Day! Every Day!.With more than 750 stores in Europe and the USA, SNIPES is one of the leading sneaker and streetwear retailers worldwide....Show more
    Last updated: 30+ days ago • Promoted
    Full Time Floating Client Service Associate

    Full Time Floating Client Service Associate

    Independent Bank Opportunities • Grand Rapids, MI, US
    Full-time
    Full Time Floating Client Service Associate.Are you looking to progress your career as a banking professional? At Independent Bank we promote a culture that encourages professional growth and embra...Show more
    Last updated: 7 days ago • Promoted
    Financial Center Manager Associate

    Financial Center Manager Associate

    Fifth Third Bancorp • Grand Rapids, MI, US
    Full-time
    Financial Center Manager Associate.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third ...Show more
    Last updated: 30+ days ago • Promoted
    Customer Service Assistant Manager

    Customer Service Assistant Manager

    Ric's Food Center • Rockford, Michigan, United States
    Full-time
    Quick Apply
    Flexible, full-time position with alternating weekends.Proficiency in Microsoft Office and customer service software.Outstanding written and verbal communication skills. Good understanding of manage...Show more
    Last updated: 30+ days ago