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EPIC Insurance Brokers & Consultants · 1 week ago

Assistant Insurance Client Manager

Rancho Cordova, CA

Full-time

Hybrid

New Grad, Entry Level

$25.64/hr - $33.33/hr

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, with over 3,000 employees nationwide. The Assistant Insurance Client Manager will provide essential administrative support to the Client Managers, ensuring efficient servicing of clients while maintaining high levels of trust and confidence.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Amanda Tetzlaff

Responsibilities

Works with Client Managers in the ESPI Programs Division to efficiently and effectively service clients

Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues

Process Certificates of Insurance, endorsements, order loss runs and other items related to the servicing of client accounts in a timely and accurate manner

Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes

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

Other duties may be assigned

Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies

Knowledge and experience with a variety of carrier on-line systems, including but not limited to BHHC, ICW, SCIF, AMTrust

Provide technical support in the sales process as needed

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 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

Property & Casualty insuranceAgency Management SystemsSagitta Agency Management SystemMicrosoft Office proficiencyTechnical support experienceInterpersonal skillsCommunication skillsTeamwork

Required

High school diploma or G.E.D. equivalent

One or four years of college or related experience; or equivalent combination of education and experience

Full knowledge of multi-line Property & Casualty insurance products and services

Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects

Valid Property & Casualty Insurance license

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

Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software

Sagitta Agency Management System and/or PaperWise software experience a plus

Experience with paperless procedures preferred

Benefits

Generous Paid Time off

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

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.

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

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