EPIC Insurance Brokers & Consultants · 1 week ago
Senior Analyst
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ConsultingFinancial Services
Insider Connection @EPIC Insurance Brokers & Consultants
Responsibilities
Coordinate and ability to issue certificates of insurance and auto-identification cards
Create, issue and track invoices, ensuring timely payment and remittance
Request and complete various insurance notices and forms
Create schedules of insurance and program schematics
Assist with the coordination and collection of renewal data and preparation of insurance submissions
Assist with special projects and client requests
Perform such other duties as may be assigned by the company at its discretion from time to time
Qualification
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Required
Strong written and verbal communication skills and organizational skills
Close attention to detail
Strong interpersonal skills to foster relationships with colleagues, insurance carrier underwriting and processing departments, and clients
Ability to work independently and meet deadlines
Ability to prioritize and manage multiple projects/assignments and communicate with team members across various offices
Desire to work in a collaborative, team-oriented environment
Working knowledge of insurance terms and basic coverage
2+ years of insurance industry experience
Strong skillset in Microsoft Office Software (Word, Excel, PowerPoint, and Outlook)
Property & Casualty Broker’s License
Preferred
Associate or Bachelor’s Degree is desirable
Benefits
401K matching
Generous Time Off Policy
Flexible Work Options
Medical
Dental
Vision
Pet Insurance
Cancer Insurance
Wellness Programs
Employee Award Programs (Trips!)
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
H1B Sponsorship
EPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (1)
2022 (1)
2020 (4)
Funding
Current Stage
Early StageTotal Funding
unknown2017-07-27Acquired· by Oak Hill Capital Partners
2007-01-01Seed· Undisclosed
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase