Assistant Insurance Client Manager

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. They are seeking an Assistant Insurance Client Manager to provide essential administrative support to the Client Managers and efficiently service clients in a fast-paced environment.

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

Skills

• 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

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