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EPIC Insurance Brokers & Consultants · 22 hours ago

Assistant Client Manager

Carmel, IN

Full-time

Hybrid

New Grad, Entry Level

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, known for its commitment to core values and employee growth. The Assistant Client Manager will be responsible for servicing client accounts, managing workflows, and supporting various insurance operations while receiving mentorship and training in the field.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Sonja Elizabeth Gay

Responsibilities

Certificate Requests

Follow up on Notices of Cancellation

Auto ID Card Issuance

Policy Change Requests

Check Mailbox Daily

Online Rating for Small Business

Follow up for Renewal Policy Issuance

Renewal Proposals

Binders

Invoicing

Process Audits

Post Documents to EPIC Portal

Update Sagitta

Obtain Loss Runs

Policy Checklists

Run M&S Reports

Obtain Premium Finance Quotes

Run MVRs

Paperless Filing

Obtain Loss Runs

Create Loss Summary Tracking

Prepare Acord Applications

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 manner

Responsible for timely, accurate invoicing and monthly expirations

Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity

Other duties may be assigned

Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities

Maintain cordial and effective relations with clients, co‐workers, carriers, wholesalers, vendors, and other business contacts

Maintain up‐to‐date proposals, insurance summaries, workflow logs, manuals or other required documentation and records

Interact 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 performance

Other duties may be assigned

Qualification

California PropertyCasualty licenseMicrosoft Office proficiencyInterpersonal skillsCommunication skillsService orientedWillingness to learnMathematical skills

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

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations

Ability to write reports and business correspondence

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages

Ability to apply concepts of basic algebra

Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

College Degree

Must obtain California Property and Casualty license within 90 days of date of hire

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

Position continually requires teamwork, demonstrated poise, tact, and diplomacy

Benefits

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, 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

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.

Founded in 2007